Mortgage Broker Acceleration

For most mortgage brokers, connecting and building relationships with other professionals is easy. What’s not easy is ensuring those relationships are beneficial to them, especially when it comes to getting referrals. That means you have to be strategic about who you form referral relationships with. Otherwise, it’ll be all for naught. In this episode of Mortgage Broker Acceleration, James Veigli...

So many mortgage brokers post generic content on social media. Not to mention they send generic emails to both their current and prospective clients. But sadly, clients don’t really engage with such content. What they often engage with is ultrapersonalised content. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playstead talk about the importance of ultrapersonalisation. The...

Mortgage brokers are expected to provide excellent service. But it shouldn’t result from the client making all the decisions throughout the process. As the expert, brokers should be the trusted advisors who can lead clients toward the right solution – it’s not the other way around. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the problem with giving client...

The reality is that some mortgage brokers come into the industry fully armed with a strong background in digital marketing. But they are the exception. Most brokers are likely to have started out their online marketing by tinkering on social media. Doing this basic approach is helpful... but it’s not enough to create mastery of the online world. In this episode of Mortgage Broker Acceleration, Jam...

Too many mortgage brokers fall into the trap of saying yes to everything. They make themselves available to clients almost 24/7 – when their phone rings, they answer. That’s why they eventually end up getting burnt out and the quality of their service suffers with it. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss why mortgage brokers shouldn’t always be ava...

Most mortgage brokers think that giving their clients what they ask is enough to create a great customer experience. But the little things matter more than they realise. Sometimes, the best way to wow clients is to tug at their feelings and give them something truly unique. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about how listeners can create wow moment...

Modern marketing trends often overcomplicate things. In practice, however, a lead funnel is a simple concept. It's a predetermined sequence of actions that are presented to potential customers, like booking an appointment or sharing their contact details. And at the end of the day, the #1 lead funnel that all mortgage brokers must have is actually super simple. This episode of Mortgage Broker...

In this digital-centric day and age, it’s easier than ever for mortgage brokers to overlook local communities. This isn’t to say that internet-focused marketing efforts don’t work. Rather, many brokers are missing the opportunity to complement and augment them. There’s much to gain from incorporating traditional networking and face-to-face interactions. In this episode of Mortgage Broker Accelerat...

There’s a key difference between being a mortgage broker and being the owner of a broking business. As a business owner, your mission is to put yourself out of a job. That means you should build your business for you, not around you. And you should be doing this from day one. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain how you can do this. They unpack the...

There’s too many followers in the industry. Too many mortgage brokers simply latch on to someone else's strategy and follow them blindly. And in most cases, that doesn’t work out well for them. While there are common benchmarks and best practices, customisation – not copying – is the way to go. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why it pays...

As mortgage brokers, we all have a set of personal hang-ups that are holding us back. Whether we realise it or not, these internal setbacks are compromising our progress. They affect our conversion rates and the quality of referrals we attract. What’s more, they inevitably limit how quickly and effectively our business grows. This episode of Mortgage Broker Acceleration focuses on achieving a succ...

Today, clients are no longer looking for just a loan. Rather, the loan itself is the ticket to an open-ended discussion about their life goals and financial aspirations. That’s why mortgage brokers need a team of experts they can call on to provide more value to their customers. To be precise, they need a dream team of reliable accountants, real estate agents and lawyers. This episode of Mortgage...

Many mortgage brokers are at least vaguely aware that customer testimonials are useful. However, they often lack a systematic approach to collecting and using them. At best, they have an ad-hoc approach to incorporating testimonials in their marketing efforts. But this approach puts their businesses at a disadvantage from the start. In this episode of Mortgage Broker Acceleration, James Veigli and...

Should mortgage brokers build demand first and then grow their team? Or should they grow their team first in anticipation of getting more leads down the line? For most brokers, the answer is obvious: They want to see enough money in the bank before they hire more people. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain the upsides and downsides of this approac...

Today, all mortgage brokers are expected to be really good at what they do. Customers have become more sophisticated, while referral partners have become more aware. As a result, being good at what you do can’t be your calling card any longer. You need a mindset shift when it comes to marketing yourself. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted unpack what thi...

Many new mortgage brokers understandably lack confidence and conviction in their abilities. After all, they can’t claim to possess a wealth of professional knowledge and experience just yet. But does that mean that new brokers can’t really compete with their more seasoned counterparts? This episode of Mortgage Broker Acceleration explains why this isn’t the case. James Veigli and Ash Playsted disc...

Many people who come into mortgage broking set their sights on a particular target income. And with hard work and perseverance, some brokers eventually hit their target. However, this often comes at the price - their life and freedom. Furthermore, this kind of tunnel vision prevents them from envisioning and achieving other kinds of success. This episode of Mortgage Broker Acceleration explores th...

Most brokers invest major effort into finding new potential customers and converting them. As a result, they often overlook the need to nurture their existing clients. And when a client perceives their broker's indifference, there's little to stop them from jumping ship. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss how brokers can protect their “...

Most brokers associate marketing with ads, brands, business cards, flyers, logos, and websites. Now, all these marketing activities may indeed be valuable to your business. But they’re not the most effective ways to generate business. And the real definition of marketing is anything brokers do in the market that will generate business – not just these activities. In this episode of Mortgage Broker...

Pancakes or waffles? Mountains or the ocean? If you could have any superpower, what would it be? What is one of the great values that guides your life? What have you created that you’re most proud of? Curious about all these questions? This special episode of Mortgage Broker Acceleration takes on an entirely different format. James Veigli and Ash Playsted find themselves at the mercy of a randomis...

Many mortgage brokers get annual reviews all wrong. They make the mistake of creating the impression that annual reviews are an optional, ad-hoc service. Part of the problem lies in the fact that many brokers are too busy because their mortgage broking businesses are under systemised. Hence, they try to squeeze in the annual review at the very last minute. Annual reviews should actually be an inte...

Over time, most mortgage brokers will establish contact with a variety of referral partners. They can be accountants, real estate agents, or financial planners. However, many of these referral partners will typically become “cold” (or even dead) at some point. What can you do to fire them back up and revitalise your referral flow? This episode of Mortgage Broker Acceleration is all about reignitin...

Many brokers are great technicians, but not-so-great public speakers. This is why using webinars is an excellent strategy for mortgage broking businesses. Webinars allow brokers to communicate within their comfort zone while accessing a much wider audience. Also, webinars are cost- and time-efficient – a genuine asset for busy brokers. In this episode Mortgage Broker Acceleration, James Veigli and...

Good mortgage brokers have always treated clients as more than a transaction. And today, it’s more important than ever to do just that and be perceived as a trusted adviser, not a transaction-based broker. That’s how top-performing brokers build deeper and longer relationships with their clients. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted unpack the new paradigm...

What makes a popular burger joint stand out amongst its many, many competitors? It doesn’t just offer customers the "meat" and the "bun". Instead, it’s invested in a proprietary secret sauce. Truth is, the same logic applies to mortgage brokers. The idea here is to find innovative ways to distinguish yourself from the crowd. This episode of Mortgage Broker Acceleration focuses...