Being a successful mortgage broker is not about how many loans you write, working hard, or winning awards. It’s about building a sustainable, high-performing business that works with or without you. James Veigli has been a part of the mortgage industry for over 20 years; as a mortgage broker, business owner and strategy adviser. He is known internationally for helping mortgage brokers double, triple and even 10x their revenue, while building a sustainable mortgage business that can run without them. If you want to grow your mortgage business, and do it smarter, listen in to the weekly show.
Will AI be the death of the mortgage broking industry? If you’ve been following the exponential development of AI, language models, and machine learning, then this question is probably in your head q…
How do you know when you’ve made it? Is it when you’ve earned a significant amount of money in your broking business? Perhaps when you no longer have to work hard in your business? Or maybe when you’…
Did you know that having a star performer in your broking business could be dangerous? It’s especially true if this star performer is...YOU. See, a business built on a star performer creates a cultur…
There’s one trap that many mortgage brokers end up falling into as soon as they start a business. And that is: Hiring their staff way too late. They believe that the only reason they need to hire is …
Do you hate networking? Don’t worry. You’re not alone. Many mortgage brokers hesitate to go to networking events because they’re introverts. Now, there’s nothing inherently wrong with that. However, …
Marketing should not be left to chance. After all, it’s an important part of doing business. Do it right and you have the chance to double—and maybe even triple—your client base. But do it wrong and …
Being a mortgage broker is not as easy as it sounds. After all, your job is not just to find the cheapest deal for your clients—successful mortgage brokers do more than just that. To give you a hint …
Having a team to help you manage and grow your broking business is one of the best decisions you can ever make. But it’s not as easy as it sounds. After the tedious hiring process, there’s one more s…
Every broker has big ambitions for their team. Each year, they jot down what they want to achieve, such as bigger revenue, more clients served, and better overall performance. But there is a danger w…
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 broker…
Accountability. This is like a magic elixir that allows business owners, especially brokers, to get things done and progress towards their goals. While there is no hard and fast rule when it comes to…
One of the most dangerous things that could happen to mortgage brokers is cruising aimlessly. Unfortunately, many fall into this trap because they think that they could sit back and relax after a few…
When people think of sales, most of them picture a pushy salesperson who’s desperate to get customers. In reality, selling is about delivering value and providing good business to clients. But why ar…
There has always been a lot of talk about diversification in the mortgage broking industry – whether it’s diversifying for different loan types or client types. But the truth is, diversification does…
Business owners today – including brokers – have easy access to hiring offshore employees. But there are differing opinions on whether or not these employees should communicate with clients. The righ…
Every broker has a different starting point. They have their own backstory, and different goals and expectations. There are no particular criteria or level of momentum needed before diving in and bui…
Monopoly, checkers, or chess - which games did you play growing up? What is your ideal vacation location? If you suddenly come across or inherit a million dollars, how would you make use of it? And w…
Customer behaviour has evolved over the last couple of years. These days, most people watch and listen to videos. After all, videos are quick, concise, and informational. So, why shouldn’t brokers le…
Asking clients and other professionals for referrals. It makes the typical mortgage broker feel awkward. Since they’re afraid they come across as salesy and repulsive when they do so, they can only h…
The ultimate dream of the average broker is to build a successful mortgage broking business that operates without them. This way, they can afford to step out of the business, spend quality time with …