Want to know the secret of converting more leads?

It’s all about having the right PROCESS. And not just one generic process, but a process for each client type. That is what makes all the difference! In our game, having a ‘one size fits all’ qualification process…

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How good are your conversions?

  How good is your follow up process and follow up system? Put the TV on mute and pay close attention to this article.  It will make you money! Do you know the number one reason a successful…

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Give to get – the secret to getting more referrals

  What are you doing this week to find new business for your key referral partners? To succeed in this game, you need to think differently. Most mortgage brokers focus on sourcing mortgage leads.  After all, that’s the…

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Let’s do lunch

  Here’s my tip to help you with a lead generation idea:  Do you have any lunch appointments set for this week? If not, get on the phone today and set up a lunch meeting with someone.  If…

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What’s your number?

  What’s your number?  No. Not your phone number. What do you want this year? – What’s your settlement target? – How much money do you want to make? – How many leads do you want/need? – How…

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Do You Have a Marketing Strategy?

  We all go through peaks and troughs in business. Two weeks ago, Adrian and I caught up to discuss this. Like every mortgage broker we cannot predict when we will get calls from our customers. Sometimes we…

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How to generate more leads?

  If you have recently started in the industry, you would realise by now that a “lead” is not a lead.  And an unqualified lead is not real.  In fact, unqualified leads cost you – in time and…

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How to build and grow your brand (as a new broker starting up)

  Building and growing a business brand can be challenging.  No matter how long you have been in business, you have to continually grow and build your brand.  This is doubly more difficult when you are new to…

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Are you ready for 2018?

  According to Peter White, president of the FBAA, 50% of new-to-industry brokers who enter the mortgage industry will not survive in 18 months. “Going into business without a business plan is like going on a mountain trek…

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Get to know your clients

  In his article “How to write a great business plan”, Bill Sahlman poses a number of questions that we should focus on.  And the main focus of all our mortgage broking businesses should be about our customers. …

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