This Is Brokering

From Broker to BDM, a conversation about lessons learned from both sides of the coin. The message... we can all be/do better!!!

Geoff Willis - President & CEO of Newton Connectivity Systems.  A conversation about being driven to improve, planning, systems and process, among other things.

An inside peak into the values of a corporation, as well as a great example of speed and agility within our industry.

Talking; Consumer Protection Act Covid Comp & more with Garry Morrison - Vice President Scotia Mortgage Authority

A great conversation with Executive Vice President of Underwriting at HomeTrust- Mike Forshee. Quote of the day ‘refi to 80 bro’.

A great chat with Elena Robinson, National Director of Sales along with Scott McKenzie, Senior VP Residential Mortgages.  225 new hires in the past 120 days!!! Growth, growth, growth.

A brilliant chat with a brilliant guy; Pierre Thompson.  Crucial process pieces to consider adapting.  First among them; don’t set goals, set standards! Time well invested!

Projections VS Reality.  Policies based on poor projections.  Deferral ‘cliff’ reality check.  Immigration & Migration intel.  Condo’s; bloodbath or no?

MPC Board Elect - Tracy Valko’s mortgage business fuels her true passion - engaging and bettering her community.  Takeaway #1 from this call ‘If you’re not everywhere you’re not going to get anywhere’.

Is there a secret sauce to cracking $100 Million in annual production? If so there’s easily 150+ ingredients, tune in for a conversation with Raj Singh to pick up on a few of them.

Who is closing the file?  The lawyers or the notary office is.  How tight is your relationship there? Do you understand the process? How can you be better? Tune in to this quality conversation with Tony ‘Spags’ Spagnuolo and ensure that ALL your files make it past ‘Broker Complete’ to ‘Funded’.

Is it a marketing project? Is it a passion project? Is it both? Join Vancouver Realtors Adam Scalena & Matt Scalena as we unpack some marketing ideas, the payoff of taking action, along with some market predictions.

Lessons on efficiency. Not simply when submitting through a hub but within your daily practice.  Practical advice from Jeff Levasseur.

Rob Vellinga, A $78,000,000 Top Producer from Barrie ON, steps deep into the discomfort-zone during this call, and he does so purely for your personal benefit. If you took ACTION after this episode please  email Rob and thank him. Because the only goal of this episode was to change your life, and your families lives, for the better. If you took no action, then email me - and I will kick your butt,...

If the Mortgage Industry is a jungle, check  out this chat with the Silverback Gorilla of the game!

Ultimately the correct down payment amount is whatever the client wants it to be. But given greater detail and clarity many clients would in fact have tweaked their payment.  But we are not meant to be order takers, we are meant to be expert advisors, that is what will set you apart from the competition.

How do you answer this question with clients? Here’s a few ideas and thoughts on the topic to consider.

We certainly cannot control each and every transaction that comes across our desk.  What we can do is set expectations and influence completion dates on certain types of transactions to suit said expectations.  What we want are happy clients. Because happy clients are referring clients.

Caution; watching this may force you to meet your objectives.

A conversation with Marc Shendale from Genworth Financial, an alternative to CMHC when it comes to mortgage insurance.

25M + per year working 9-3 five days per week.  Systems, process, focus, discipline, intelligent investments, long game thinking.  So smart!

A conversation with Jason Provencher

Are you already in the mortgage space, but currently under the umbrella of a single company? Stuck with a boss, limited in marketing options, limited by underwriting, limited to a single suite of products, unable to become and INC business owner? Check this conversation out. And even if  you're already in the Broker space, there's some quality advice to be found here in my conversation w...

Join Lisa Banks, a certified Salesforce consultant, and myself in a conversation about some CRM basics.