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.
One mistake you can make as a broking business owner is to think you need a branded office because you’ve grown bigger. Now, this doesn’t mean that getting physical offices is a wrong move. Rather, i…
Many brokers today are only interested in the high-level, exciting stuff in their broking business. There’s nothing wrong with this. But if without building a solid foundation first brick by brick, t…
I often see mortgage brokers spending money on ventures that end up bringing them little or no returns. And it's because those ventures appear shiny and alluring to them. And in the end, it fails to …
The way we communicate has evolved significantly over the last decade. Our communication has become more visual. That’s why using videos can help brokers communicate better and more efficiently with …
Gone are the days when serving clients is all about doing the basics, like writing loans and closing transactions. Today, mortgage brokers need to do more. That’s why you need to constantly improve y…
For most mortgage brokers, connecting and building relationships with other professionals is easy. What’s not easy is ensuring those relationships are beneficial to them, especially when it comes to …
So many mortgage brokers post generic content on social media. Not to mention they send generic emails to both their current and prospective clients. But sadly, clients don’t really engage with such …
Mortgage brokers are expected to provide excellent service. But it shouldn’t result from the client making all the decisions throughout the process. As the expert, brokers should be the trusted advis…
The reality is that some mortgage brokers come into the industry fully armed with a strong background in digital marketing. But they are the exception. Most brokers are likely to have started out the…
Too many mortgage brokers fall into the trap of saying yes to everything. They make themselves available to clients almost 24/7 – when their phone rings, they answer. That’s why they eventually end u…
Most mortgage brokers think that giving their clients what they ask is enough to create a great customer experience. But the little things matter more than they realise. Sometimes, the best way to wo…
Modern marketing trends often overcomplicate things. In practice, however, a lead funnel is a simple concept. It's a predetermined sequence of actions that are presented to potential customers, like …
In this digital-centric day and age, it’s easier than ever for mortgage brokers to overlook local communities. This isn’t to say that internet-focused marketing efforts don’t work. Rather, many broke…
There’s a key difference between being a mortgage broker and being the owner of a broking business. As a business owner, your mission is to put yourself out of a job. That means you should build your…
There’s too many followers in the industry. Too many mortgage brokers simply latch on to someone else's strategy and follow them blindly. And in most cases, that doesn’t work out well for them. While…
As mortgage brokers, we all have a set of personal hang-ups that are holding us back. Whether we realise it or not, these internal setbacks are compromising our progress. They affect our conversion r…
Today, clients are no longer looking for just a loan. Rather, the loan itself is the ticket to an open-ended discussion about their life goals and financial aspirations. That’s why mortgage brokers n…
Many mortgage brokers are at least vaguely aware that customer testimonials are useful. However, they often lack a systematic approach to collecting and using them. At best, they have an ad-hoc appro…
Should mortgage brokers build demand first and then grow their team? Or should they grow their team first in anticipation of getting more leads down the line? For most brokers, the answer is obvious:…
Today, all mortgage brokers are expected to be really good at what they do. Customers have become more sophisticated, while referral partners have become more aware. As a result, being good at what y…