I Love Mortgage Brokering

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.    In this episode we will cover: Why having a fulfillment person is the fastest way to eliminate document collection 2 ways to pay your fulfillment person and the pros and cons of each 3 different strategies for finding a great fulfillment person   Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb

Today, we're joined by Greg Williamson. He is the Chief Revenue Officer at Lendesk and my very first coach in the mortgage business.    In this episode we will cover: We discuss work-life balance; We discuss the different forms of motivation; and We discuss upcoming trends in technology and what brokers can expect to see in the future   To connect with Greg Williamson, you can check out his link below: LinkedIn   Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb Is achieving work-life balance possible, and do you find yourself driven more by avoiding problems or seizing opportunities? In today’s episode, I sit down with Greg Williamson, the Chief Revenue Officer at Lendesk and my very first mortgage coach. Our conversations are always enriching, and I affectionately refer to them as “Zen and the Art of Mortgage Broker Maintenance” due to their somewhat philosophical nature. We delve into the concept of work-life balance and explore various types of motivation, likening them to different fuels that drive us. We also discuss the latest technological advancements and share insights into the current state of the mortgage industry. It’s a captivating discussion that I hope you find as enlightening as I did.  In this episode, we will cover:    Strategies for achieving true work-life balance. Insights on whether motivation stems from avoiding issues or seizing opportunities. Personal development habits, including reading and sleep routines. How different genres of literature impact mindset. Technological advancements in the mortgage industry. The value of innovative tools like Ownwell, Spotlight Assistant and Finmo. Predictions on how AI will shape the future of mortgage brokerage.

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.    In this episode we will cover: How you end the webinar will help or hurt your chances of conversion; The 3-step process you can use to double your conversion rate; and A trick for promoting your webinar   Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb   In this episode, I dive into the essential steps for doubling your conversion rates on webinars. Whether you've been following my series or just tuning in, this episode is packed with practical tips that can make or break your webinar's success. How webinars serve as a powerful tool for generating high-quality leads. The benefits of a well-structured webinar in building trust and authority. The need for a clear and compelling CTA at the end of the webinar. How a 21-day email sequence can address pain points and encourage action. The “Finger Snap” question as a tool to identify the biggest challenges in your business.

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.    In this episode we will cover: How to increase your email open rate and click rate by up to 50%; A trick for getting more people to see your social media posts about your webinar; and Why you should be inviting your past clients to webinars    If you have not already listened, check out Part 1 of this series. -> 5 Tricks for Creating a High Converting Webinar   Check out a webinar I created on how we help mortgage brokers earn more through transparency, support and training.  -> Why BRX?    Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb In this episode, I'm diving into the second part of our webinar series. Last time, we talked about how to create a high-converting webinar. Now, it's time to fill those seats. I'll be sharing my top five tricks to increase your open rates, get more visibility on social media, and why inviting past clients—even those you think won’t be interested—is a game-changer. If you've struggled with getting people to show up, this episode is packed with actionable tips to turn that around.  How to utilize the “Resend” feature with a new subject line to double your open rates. Call clients and network personally to invite them to your webinar, boosting attendance and creating referral opportunities. Encouraging comments on social media posts instead of sharing direct links to drive engagement and improve algorithm visibility. Using tactics like adding webinar details to your email signature and inviting high-profile individuals to help promote your event. Partner with real estate agents and other professionals to use their lists for promoting your webinar and driving attendance.

Today, we're joined by John Lee of Arise Mortgage.  In this episode we will cover: How he adds value with FA’s and Accountants; How he stays in touch with his pre-approvals; How his podcast helps him build his network; and His creative use of Christmas cards and birthday messages   To connect with John, you can check out the links below: Facebook Instagram LinkedIn Website Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb In this episode, John Lee and I discuss the five innovative marketing strategies designed to elevate your mortgage brokerage business. John Lee, a top-performing mortgage broker from Vancouver, joins us to share his creative approaches that make a significant impact with slight adjustments. Throughout our conversation, you’ll discover how John incorporates early conversations with financial planners and accountants, effectively uses an eight-week pre-approval campaign and leverages his podcast to expand his professional network. John’s unique methods for client engagement, such as sending personalized Christmas cards and birthday messages are also tackled. These small yet thoughtful gestures leave a lasting impression on clients and help generate more referrals. You’re going to find this episode truly enjoyable. In this episode, we will cover:  John’s transition from financial advisor and property manager to mortgage broker. Importance of early conversations with financial planners and accountants. Implementation of an eight-week pre-approval campaign. Leveraging a targeted podcast to expand professional networks. Creative client engagement with personalized Christmas cards and birthday messages. Offering value-added services to stand out in the competitive market. Building a referral network with financial planners and accountants. Automated follow up emails with valuable content for clients. Personalized voice recordings for birthday wishes. Launching a podcast focused on the Asian Canadian community.

In this short 10-minute podcast series, Scott shares 5 tricks to make your webinars convert.  In this episode, we will cover: Why the title matters; The 3 I’s: Impact, Intrigue and Interaction; How to include authority; Focus on the problem from their perspective; and 2 different CTA’s you can use to increase your conversions    If you find this useful, please subscribe to your favorite player.    Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb In this episode, I'm going to share five tips for creating high-converting webinars. Webinars have been a key part of my work for the last eight years, and I've conducted countless sessions while also taking extensive training on the subject. Whether you're targeting first-time buyers, investment clients, or any other audience, a great webinar is an incredibly powerful way to engage with a large group of people. Webinars can be very useful if you do them right. Come with me as I go over these tips for better meetings that will get more people to participate and lead to sales. This is something you'll definitely want to pay attention to if you're looking to improve your webinar game. We will focus on: Craft compelling titles to boost attendance.  Use the “three I’s” to engage the audience (Impact, Intrigue and Interaction).   Highlight negative consequences and offer solutions. Focus on sequencing and understanding audience issues.   Establish authority through case studies. Personalized follow up for conversion. Storytelling to emphasize consequences and solutions. Use “assume close” and “two choice close” for effective sales.

Today, we're joined by Tuan Luong. He is a commercial financing genius based out of Vancouver, BC.    In this episode we will cover: How to finance residential files through commercial channels Rentals with up to 95% LTV Buying your commercial space? You can finance up to 110% LTV Commercial is not just real estate To connect with Tuan Luong, you can check out the links below: Instagram LinkedIn Website   Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb

In today’s episode, I am going to share my single best productivity hack.    In this short 10 minute podcast series Scott shares a tactic you can apply to your mortgage business today.    In this episode we will cover: Why I can’t follow the Alex Hormozi morning routine and what I do instead; The best way to get your important tasks done; and  How to find time every day for your high priority tasks.    Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit:www.finmo.ca/ilmb Hey everyone! In today's episode, I'm excited to share with you my single best productivity hack. As someone who suffers from ADD and often finds myself chasing squirrels, this hack has been an absolute game changer for me. Now, keep in mind, this is going to be descriptive, not prescriptive—it works wonders for me, but it might not be for everyone.   I'll walk you through the details of how I set this up, and for those of you watching on YouTube, I'll be sharing my screen so you can see exactly what I'm talking about. If you're only listening, don't worry—I'll do my best to explain everything clearly. Aggressive physio and consistent stretching to improve mobility and recovery Having a dedicated focus time before the first meetings of the day. Benefits of daily tracking tools like a street tracker for body weight Aligning daily tasks with quarterly goals in key areas like finance, marketing, and training.

Do you want to build a business that you can double, triple, or even quadruple in size?   In a word, do you want to make your business scalable?   I am going to share with you where this idea came from. Hint: it’s not mine; it’s actually something that Bezos requires all of his executives to learn.   In this episode we will cover: The Theory of Constraints; 3 Examples of Constraints in brokers businesses; and The Finger Snap Question   The Goal: A Process of Ongoing Improvement by Eliyahu Goldratt   In line with that, please take a minute to leave us a review on Apple or Spotify.    Follow me on Instagram I Love Mortgage Brokering: ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb    In this episode, I dive into strategies for identifying and eliminating business constraints to achieve growth. Drawing inspiration from Jeff Bezos and Eliyahu Goldratt’s book, “The Goal,” I share practical advice for mortgage professionals on streamlining operations and enhancing workflow efficiency. Hear real-life examples from top mortgage brokers and discover actionable steps to tackle issues like underperforming staff, inefficient processes and poor time management.   In this episode, we will cover:  Importance of pinpointing constraints in your business operations. Insights from Jeff Bezos and the book, “The Goal” by Eliyahu Goldratt. Practical methods to address and eliminate identified constraints. Real world tactics for improving workflow efficiency. Compelling stories from high performing mortgage brokers who overcame their unique challenges. Example of Dion, who optimized his file submission process to lenders. Development of tailored action plans to reduce stress and foster sustainable business growth.  How treating your mortgage process like a factory line can enhance workflow. Asking the right questions to uncover business constraints. Strategies for training staff and maintaining consistent prospecting efforts.

This one strategy has made more than a million dollars… and I wish I would have learned it sooner. In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.    In this episode we will cover: The 3 types of coaching;  How to virtually eliminate voicemails; and Where to find expert coaching Check out my Linktree for any upcoming events or training Follow me on Instagram I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: https://www.finmo.ca/ilmb    In this episode, discover actionable strategies to streamline your mortgage business and achieve financial success. Learn how clear communication channels can enhance workflow and client service, and hear a real life example of how shifting from voicemails to email can boost efficiency. I also delve into the transformative power of collaboration, coaching and peer learning with insights from an upcoming webinar featuring Wally, a top mortgage broker from Texas. Plus explore the benefits of open book management, profit sharing and the important role of mentorship in overcoming business stagnation.    In this episode, we will cover:  Clear communication channels improve workflow and client service.  Real life examples of a broker overwhelmed by voicemails and how shifting to email communication enhanced efficiency. Gain outside perspectives to uncover simple yet effective solutions. Insights into an upcoming webinar with Wally who will share his strategies for building a robust referral network in tough markets. Plans for implementing open book management and profit sharing inspired by “The Great Game of Business.” Peer to peer mentoring sessions for exchanging valuable feedback and business performance analysis. Role of coaching and mentoring in overcoming business stagnation and achieving growth. Finding the right mentors and coaches to solve existing problems and drive business success.