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The common problem plaguing mid-size mortgage brokerages  On a weekly basis I see high performance loan writers stumbling on their own success. If your brokerage is experiencing growing pains, it could be a warning sign to go back to the basics.  After 20 years in the...

The end of the year can be a challenging time. Some brokers are in a mad rush to get deals done before Christmas. Others are still scrambling to find leads and meet that goal they set themselves back in January. Unfortunately, the reality for many mortgage brokers...

A strong strategy is just the start. Without the right team to carry it out, even the best plans can fall short. Here’s why training your team is essential: Team Training: Investing in training ensures your team is ready and confident to tackle tasks and drive your...

Revitalising high performance brokerages is what we do. This typically involves working inside larger businesses that have grown blind to the embedded issues preventing them from thriving. A mortgage broking business is like a car. It needs ongoing service and regular...

Trying to appeal to everyone with generic messaging often means you end up reaching no one. By speaking directly to your ideal clients—whether they’re first-home buyers or seasoned investors—you can address their specific needs and challenges. This targeted approach...

Winning industry awards is an incredible achievement, but even award-winning brokerages can struggle. Here’s why: Complacency Risk: Success can hide cracks in your processes. Plateau Problems: Many brokerages hit a ceiling they can’t push past. Self-Reliance Pitfalls:...

Define Roles Clearly: Make sure everyone knows their responsibilities and how they contribute to the team’s success. Encourage Open Communication: Create a culture where team members feel comfortable sharing ideas and collaborating. Align on Shared Goals: Foster a...

Ensuring your team understands and supports your efficiency goals is vital. Here’s how: Set Clear Job Descriptions: Ensure everyone knows their role. Align Expectations: Set SMART goals and ensure each employee is on board. Gather Feedback: Regularly check in with...

In 2024, embracing technology is crucial for long-term success. Here are 3 must-have tools for brokers: CRM Systems: Tools like Salestrekker for managing deals, client interactions, and communication. Document Management Systems: DocuSign and Adobe Sign streamline...

Implementing efficient workflows doesn’t have to be complicated. Here are 4 actionable tips to get started: - Map Out Your Processes: Document current workflows to identify bottlenecks and areas for improvement. - Automate Repetitive Tasks: Use automation tools for...

Efficiency is the cornerstone of a successful brokerage. Here’s why streamlined processes are essential: Time Savings: Efficient workflows reduce time spent on repetitive tasks, allowing more focus on client interactions and business growth. Cost Reduction: Optimised...

Ensuring high client satisfaction is not just about meeting needs but exceeding expectations.  Here's how you can use client feedback to improve your business: Act on Feedback: Implement changes based on client feedback to show you value their input. Train Your Team:...

Measuring client satisfaction is essential to understand how well you are meeting client needs. Here are some proven methods: Client Surveys: Regularly conduct surveys to gather feedback. Net Promoter Score (NPS): Use NPS to gauge client loyalty and likelihood to...