575: 18 Years of Mortgage Advice In 14 Minutes

I Love Mortgage Brokering

In this episode Scott shares his top 5 insights from 18 years of mortgage brokering.

In this episode we will cover:

1. This business is all about sales and marketing
2. Focus small to grow big
3. Daily Prospecting (Don’t forget your IPAs)
4. Track your deals (Leads, Applications, Approvals, Fundings)
5. Know your products

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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

What if mastering sales and marketing could transform your mortgage brokering business? Join me, Scott Peckford, as I take you through the journey of my 18-year career, sharing the key lessons that have not only sustained but also propelled my business forward. From the early days as a budding broker in 2006 to coaching top-performing brokers and managing a full service brokerage, I reveal why attracting clients and converting leads are the pillars of success. Discover the three critical sales every mortgage broker must master— securing the referral source, winning the client and convincing the lender.

In this episode, we will cover:

1. Importance of mastering sales and marketing in mortgage brokering
2. Differentiating between attracting attention and converting clients
3. Focusing on becoming a trusted individual brand in your community rather than relying solely on pure marketing plays
4. Tracking leads, applications, approvals and fundings
5. Strategies to optimize each stage to enhance performanceSignificance of inbound and outbound referrals
6. Knowing your products’ and competitor’s offerings
7. Role of mentorship and strong support in filling knowledge gaps