So your client has been pre-approved? Now what?

Some time back, a Mortgage Broker friend of mine was frustrated as his business lodged around $20m in Approvals-in-Principles (AIPs) in a year, yet only around $4m resulted in actual settlements. A lot of work for little financial…

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Setting up a customer-focused business for success

Referrals and word-of-mouth marketing form the backbone of most mortgage broking businesses.  Which makes a mockery of why regulators and Royal Commissions cannot get their heads around commissions and the conflict of interest issue.  Why is it that…

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My top 3 issues to focus on

Last year, Niik Stewart (coach to celebrities, executives, and businesses) was training at my gym and approached me: “Mario, you’re a positive successful guy in the mortgage game. Today I’m presenting to around 200 brokers hosted by The…

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Prepare your mortgage business for the new financial year

  With the new financial year just started, this is a great opportunity to step back and review how you are tracking with your business.  It is so easy to roll straight into the new financial year and…

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Who would be a mortgage broker today?

    Being a mortgage broker can be a noble calling.  But in today’s topsy-turvy world of rapid change don’t lose your sense of purpose. The rate of change in the mortgage broking environment today is probably the…

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What I learnt about how to be a successful mortgage broker

    When I first started my business, it was a difficult time.  It was difficult to see how to get leads, referrals and customers.  In fact, starting a mortgage business was one of the most difficult things…

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Sense of Urgency

The 3 most powerful words when it comes to closing a deal. Have you found that some (or many) of your prospects will fluff around when it comes to making a decision and moving forward? Many brokers seem…

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Should you outsource your blog?

  We get this question (or similar) from new brokers when they start their business.  As we get to the subject of what forms of marketing are they doing, they invariably ask us this question. Should a new…

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What are the most important pieces of advice for a first time finance/mortgage broker?

Changing careers, becoming a new business owner, in a new industry, and trying to help customers with real live problems.  Just how do you do that if you are new to the industry?  And not make a mess…

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Improve Your Business Performance with a Sales Structure

Adopting a systemised sales structure not only leads to greater efficiency for your mortgage business but also strengthens its overall performance. For instance, in your business do you have a process of steps that documents what a broker…

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