4-Dimensional Workflows

Systems and workflows are part and parcel of doing business. This is especially true for mortgage brokers who are starting to build their own broking businesses. But here’s something that most brokers don’t know: systems and workflows should not be one-dimensional. In fact, to fully utilise the benefits of creating your own processes, you must learn and practice the four-dimensional workflows in your broking business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss what the four-dimensional workflows are. They also explain why they are necessary to help brokers create a mortgage broking business that runs with or without them. Tune in to learn how these four-dimensional workflows work.

The Key Questions

• What happens when brokers start to build workflows and systems? (5:11)
• What can brokers do to consistently deliver world-class client experience? (7:46)
• What are 4-dimensional workflows every mortgage broker should master? (14:06)
• How can brokers improve their workflows? (18:01)
  
  

What You’ll Discover

• The importance of systems and workflows for building a mortgage broking business (1:36)
• The danger of thinking about systems in one dimension (6:21)
• A wrong approach to scaling your mortgage broker business (13:09)
• The value of accurate execution for mortgage brokers (15:17)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!