159: Julie Jeffery on How Systems and Service are the Keys to Building a Great Business

Julie Jeffrey is a mortgage agent with Elevation Mortgage, located in Calgary, AB. With a year and half of brokering experience, and many more in banking, Julie has developed a keen sense for relating to customers and showing a deep understanding for her clients' long-term goals. With a passion for empathy and helping people understand their options, Julie excels in finding solutions and providing the best possible service for her customers.

 

Through over 100 e-mail templates and other systems, Julie has risen above the competition in terms of providing transparent, honest, and bold customer service. She shares with us how she's built up her business, what tools she's used to get there, and how you can do the same.

 

This episode of ILMB is sponsored by Pioneer West Acceptance Corporation, a private lender located in BC and Alberta, and Fundever, a revolutionary digital platform that connects licensed mortgage brokers with commercial lenders across Canada. When you sign up, mention you heard about them through ILMB and Scott Peckford.

 

Julie Jeffery's E-Mail: julie@elevationmortgage.ca

 

Pioneer West Acceptance Corporation Website: https://pioneerwest.com

 

Fundever Website: https://fundever.com

 

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

 

Find out more about the $25 Million Dollar Blueprint: www.get25million.com

 

Check out our other podcast, 10 Loans a Month: www.10loansamonth.com