How we help you get to the top 1% of mortgage brokers

by | Oct 11, 2022

At Auctus Coaching, we love helping mortgage brokers grow their business through creating and implementing processes. It really all comes down to having solid, repeatable and scalable systems in place to free you up for the business growth you’re looking for.

As a former broker and now director and head coach at Auctus, I know first-hand how easy it can be to fall into burnout mode. Long hours, high staff turnover, unhappy customers and team members and never feeling like you can step away from your desk, or even your phone. And forget even trying to take a holiday without constantly checking emails and following up on applications. I’m guessing that’s not why you got into mortgage brokering and it does not have to be this way!

At Auctus we are here to help you become the best broker you can be – without the burn out!

How does Auctus Coaching help?

I can show you exactly what you need in place in your business to enjoy:

  • Streamlined internal business processes that take the pressure off your team
  • Better turnaround times because you’re not leaking resources
  • Happier team members who want to stay with you
  • Happier customers who sing your praises
  • Time away from your business knowing it’s all in safe hands
  • A saleable asset that you can grow and sell in the future

The 4 pillars of successful mortgage brokers

4 Steps to Running a Successful Mortgage Brokering Business

You might be wondering how we do this? It’s honestly not complicated. We are all for keeping things as simple as possible. 

While each client has completely unique needs and goals, there are some common threads running through a truly successful mortgage broker business. 

We help you to master each of the four key areas below to ensure sustainable growth, and make more money in less time.

1. Strategy – Start with the end in mind

  • What are your goals?
  • How many loans do you want to write per month, quarter, year?
  • How many support staff do you need?
  • How many days per week do you want to work? By when do you want this to be a reality?
  • Are you scaling to sell in the future?

95% of employees do not understand their organisation’s strategy.


2. Workflow – Unlocking your processes to reach success

  • Which repeatable processes can be automated?
  • How can your team  run more efficiently?
  • Can we reduce the number of steps in your processes?

More than 50% of CEOs of banking and financial organisations are focusing on simplifying their products and operations by adopting process automation.


3. CRM – Is it optimised?

  • Can you easily capture, nurture and close new leads?
  • Can your CRM support you in winning new business?
  • Does your CRM help you to build repeat business?

23% reduction in the cost of a lead can be achieved by using a CRM platform


4. Training – What support does your team need?

  • Do you need more support members?
  • Are your team onboarded effectively?
  • Are your attrition rates low?

70 percent of Australian workers prioritise training opportunities over salary when looking for a new role.


If you’re a broker and you’re struggling with burnout, staff turnover, and leaking resources, let’s chat! Book your discovery call with me, Christian Paterson, today or fill in this online form for more information.

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.