I Love Mortgage Brokering podcast

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تمت الإضافة منذ قبل ten عام

المحتوى المقدم من I Love Mortgage Brokering. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة I Love Mortgage Brokering أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Lost Cultures: Living Legacies

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Bermuda: The Crossroads of the Atlantic 51:57

منذ 20 يومًا51:57

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قوائم

إعجاب

احب

51:57

On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

I Love Mortgage Brokering

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There is no problem that you’re facing in your mortgage business that someone else hasn’t already solved. Smart, successful people know the best solutions come from making mistakes along the way. (They don’t need to be YOUR mistakes.) Since launching in July 2014, the ILMB podcast has hit the mortgage industry by storm, inviting top-producing mortgage brokers across the country to share their best tips, tricks, and stories with listeners. With over 500 episodes, 1+ million total downloads, and community of 10k+ followers, the ILMB podcast is the only podcast by mortgage brokers, for mortgage brokers. In addition to hosting the ILMB Podcast, Scott Peckford is the CEO/Founder of BRX Mortgage Inc., and Dad/Co-Founder of 3 amazing kids. He’s bold, radically transparent, and passionate about agent success.

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#Mortgage #Mortgagebroker #Realestate #Real Estate #Business #Industries #Scott Peckford

I Love Mortgage Brokering

48 subscribers

updated منذ 16 ساعة

منزل السلاسل•Feed

715 حلقات

#Mortgage #Mortgagebroker #Realestate #Real Estate #Business #Industries #Scott Peckford

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I Love Mortgage Brokering

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652: What If You’re Not Failing—You’re Just in the Wrong Role? - Jason Williams 21:11

منذ 16 hours21:11

21:11

What if the part of your job you hate is the very thing holding you back? Jason Williams joined the mortgage industry like many do—with big dreams of flexible hours and hefty commissions. But after two years of grinding through cold calls and chasing leads, he was ready to walk away… until he discovered a different lane. In this episode, Jason shares how he flipped the script, dropped sales altogether, and built a thriving business doing what most brokers dread : backend fulfillment. From rock bottom to $100K on his own terms, this is a story about reinvention, finding your niche, and why the smartest move might be stepping off the front lines. 🔑 Key Takeaways Pivoting isn’t failing—it's often the smartest strategy. There’s massive demand for back-end support in the mortgage industry. You can build a six-figure business without being client-facing. Working in your "zone of genius" can 10x both results and fulfillment. Being full-time support can be just as entrepreneurial as being front-line. 🧭 Topics Covered Jason’s transition from truck driving to mortgages The “sales fantasy” vs. the hard reality How burnout led him to uncover his sweet spot Building a business around fulfillment and compliance The Matchmaker Program and how it helped him launch fast The freedom of building a career that fits your life (and family) 🧰 Tools, Names, and Resources BRX Mortgage & Matchmaker Program Jason's assistant business: Jason@themortgageassistant.ca Why BRX Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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651: How 3 Brokers Built a Scalable Business, Together - Jason Small 32:41

منذ 8 أيام32:41

32:41

When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country. In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast. Important Links Grow your repeat and referral business with Ownwell Join Scott’s 3:2:1 Newsletter Follow Scott on Instagram 🎯 Key Takeaways Jason’s transition from restaurant manager to full-time mortgage broker How he doubled his business year-over-year through disciplined outreach The strategy behind sharing a full-time underwriter across three brokers Why mapping a unified client journey was critical to success How tools like MyBroker Pro and TextExpander drive efficiency and consistency 📚 Topics Covered Transitioning industries and building a new career from scratch Realtor lead generation and the power of cold calling Building systems and scaling a brokerage team Hiring, onboarding, and collaborating across time zones Automation tools and CRM customization for client experience 🛠️ Names, Tools & Frameworks Mentioned MyBroker Pro (CRM system) TextExpander The "4 -Slide" Realtor Pitch BRX 100-Day Challenge ILMB FB Group BRX Mortgage Instagram: @jdemortgageguy To connect with Jason, check out the links below: Instagram Facebook https://jaythemortgageguy.ca/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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650: The Mindset Shift That Ended Burnout 8:40

منذ 11 يومًا8:40

8:40

What if the stress you’re feeling in your mortgage business has more to do with how you're thinking than what your clients are doing? In this episode, I share a mindset shift I picked up during my years as a paramedic that helped me stop carrying my clients’ stress—and start thinking like a true professional. When I became a mortgage broker, I found it even more mentally draining than paramedicine. But once I applied this simple idea, everything changed. If you’re losing sleep over client problems that you didn’t create, this is for you. What We Cover: You Didn’t Cause the Mess – Why you need to stop owning problems your clients create. Put the Responsibility Back – How to respond with clarity and calm when clients make bad decisions. Stay Professional Under Pressure – What emergency responders know about showing up without burning out. Don’t Attach to Outcomes – How letting go of what you can’t control frees up your energy and sharpens your focus. Top Brokers Lose Deals Too – Why your ability to move on is what sets you apart—not your win rate. Your job is to show up and help—not carry the weight of someone else’s mess. Stay calm. Stay clear. Stay focused on what you can actually control. Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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649: Mortgages, Marriage & Marketing - Erik and Elisha Norcott 39:25

منذ 15 يومًا39:25

39:25

What does it take to scale a mortgage business from scratch—with your spouse—and still stay aligned on your mission and your marriage? In this episode, I chat with Elisha and Erik Norcott from Assurance Mortgages— a husband-and-wife team who’ve not only built a high-performing mortgage business but found a way to stay married while doing it. We talk about how they divide work, built a brand from scratch, and use social media strategically to reach different audiences—without stepping on each other’s toes. If you’ve ever wondered what it’s like to work with your partner—or how to build a brand that connects with clients at every life stage—this episode is for you. We’ll cover: From Hygiene and Hustle to Mortgage Growth – How Erik’s sales grind and Elisha’s systems mindset built the foundation of their business. Branding Without a Logo – Why they avoided social media for years and what finally pushed them to build a presence. Two Voices, One Message – How they use one TikTok account to speak to different client avatars at different life stages. Dividing the Work – Who does strategy, who does compliance, and how they avoid stepping on each other’s workflows. Staying Married While Scaling – Real talk about what makes it work (and what doesn’t) when your spouse is also your business partner. The Bigger Mission – Why helping clients retire comfortably is their driving force—and how it shapes everything they do. Building a mortgage business is one thing. Building one with your spouse— and still enjoying the ride— is next level. Elisha and Erik are proof that it’s possible when you lead with purpose, play to your strengths, and stay in your lane. To connect with Elisha & Erik, you can check out the links below: Instagram TikTok https://assurancemortgages.com/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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648: This Mistake is Costing You Big Time 12:21

منذ 18 يومًا12:21

12:21

What if one simple habit could more than double your referrals—but most mortgage brokers completely overlook it? In this short, powerful episode, Scott Peckford breaks down the single biggest (and most common) mistake even seasoned brokers make that’s quietly draining their pipeline. The fix? Surprisingly easy—but only if you know how to spot it. Scott shares personal stories, proven scripts, and high-leverage techniques to build your “ask muscle” without sounding pushy. Whether you're new to the industry or a veteran broker, this is the reminder and tactical guide you didn’t know you needed to transform casual clients into consistent referrers. Key Takeaways Most clients don’t refer you because you don’t ask—plain and simple. Broad asks open the door; narrow asks close the deal. The difference between soft and hard asks can drastically impact your referral flow. Timing matters: know the high-leverage moments to make the ask. A referral mention is not a done deal—follow up and turn it into a live lead. Topics Covered Why experienced brokers fail to ask for referrals Broad vs. narrow ask framework Hard ask vs. soft ask styles High-leverage referral moments (approval, signing, thank-you points) Planting seeds: repetition and mindset Cultural contrast in asking between Canadian and American brokers Mentioned Ownwell (equity monitoring tool) – ownwell.ca/scott Scott’s Instagram Join Scott’s Newsletter Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering: www.ilovemortgagebrokering.com…

I Love Mortgage Brokering

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647: When Success Steals Your Freedom - Geri Janes 28:53

منذ 22 يومًا28:53

28:53

What if the real key to freedom in your mortgage business isn’t working harder—but working smarter with the right people and systems? In this episode, I sit down with Geri Janes to talk about how she built a $100M+ business by focusing on systems, hiring the right people, and strengthening lender partnerships. We dig into how she leveraged technology like Blue Mortgage, Finmo, Loom, and Calendly to streamline her workflow—and how she scaled her business without losing her sanity. If you’re trying to grow but feel stuck in the weeds, Geri’s approach will show you what practical, sustainable scaling looks like. We’ll cover: Hiring Before You're "Ready" - Why waiting too long to hire will cost you—and how Geri built a winning team with a Director of Operations and two fulfillment specialists. Building a Database That Pays You Back - How she uses Blue Mortgage and Google reviews to turn past clients into a consistent pipeline of new deals. Using Video to Save Time and Improve Client Experience - How Loom videos replaced 90-minute meetings—and why clients actually prefer it. Optimizing Your Calendar with Control - How Geri uses Calendly to set boundaries and protect her time without hurting client relationships. Using AI for Summarizing Calls and Strategy Meetings - Simple, practical uses of AI that save time and make team handoffs smoother. Biggest Lessons Learned - Hire sooner. Trust your team. And build strong lender partnerships early. To connect Geri, check out the link below: https://www.mortgageswithgeri.ca/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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646: Celebrity, Point Guard, or Dentist: What’s Your Mortgage Team Style? 9:23

منذ 25 يومًا9:23

9:23

What do a pop star, a point guard, and a dentist have to do with building a mortgage business that scales? In this episode, I break down the three most common team structures mortgage brokers use—celebrity, point guard, and dentist. I explain how each model works, where they break down, and which one is the best fit depending on your skills and goals. If you want to grow beyond solo production and start thinking like a business owner, this episode will give you a clear roadmap. What We Cover: The Celebrity Model – Why most brokers start here, why it works early on, and why it eventually becomes a trap. The Point Guard Model – The most scalable and balanced model for sales-driven brokers who want to keep growing without burning out. The Dentist Model – The most profitable (and rarest) structure that works best for brokers who love marketing and managing teams. How to Choose the Right Model – Why your personality and strengths should dictate your structure—not someone else’s success. Avoiding the Growth Ceiling – How to move beyond the “everything depends on me” stage without losing control of your client experience. Most brokers get stuck in the celebrity model. If you want to build something sustainable, you need to graduate to point guard—or dentist—so you can grow, take time off, and actually enjoy your business. Renee & Mark’s Episodes: 637: $0 To $100 Million in 5 years - Renée Huse 11: How Mark Goode Writes 10 Deals a Day and Still Has A Life Check out ILMB being featured on FeedSpot’s Top 35 Canadian Mortgage Podcasts ! Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com…

I Love Mortgage Brokering

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645: How To Fund Multi-Family Units Like a Pro - David Mayrand 31:02

منذ 29 يومًا31:02

31:02

What if the best opportunity in today’s mortgage market isn’t residential... but building rentals? In this episode, I sit down with David Mayrand, a broker who specializes in multifamily construction and CMHC’s MLI Select program. We unpack how this powerful financing tool lets developers build purpose-built rentals with as little as 5% down—and how you, as a broker, can plug into it. Whether you want to refer these deals, run your own, or just understand how to serve investor clients better, this conversation breaks down what’s working, what’s changing, and where the opportunity is. If you’ve been looking for a way to stand out and diversify, this is a massive opportunity. We’ll cover: Understanding MLI Select - How CMHC’s incentive program allows builders to finance up to 95% of new rental construction—and what “affordable” really means in their model. Refinancing with 95% LTV - Why builders who use their own capital are using this program to pull equity out and build again. Construction vs. Condo Market - Why purpose-built rentals are on the rise and how they compare to the struggling condo market in major cities. Tools for Brokers - David shares a new tech portal brokers can use to run pro forma financing scenarios—even if they’re brand new to multifamily. How to Work with David’s Team - Whether you want to refer and earn or learn and grow, David’s team has options that let you plug into their systems, stay in the loop, and get paid. To connect with David, you can check out the links below Facebook LinkedIn https://maoki.ca/ https://portal.maoki.ca/#/login Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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644: Help! My Realtor Wants me to Pay a Referral Fee 9:49

منذ 5 weeks9:49

9:49

What do you say when a realtor asks for a cut of your commission? In this episode, I respond to a common question from brokers: “My realtor wants me to pay a referral fee—what should I do?” This is a situation a lot of brokers run into. It can feel awkward, especially if you’re trying to build the relationship. But saying “yes” to the wrong deal can actually cost you way more than you think. I’ll break down how I think about this, how to respond professionally (or directly), and why you should focus on trading clients—not cash. We’ll cover: Cash vs. Clients – Why cash is a dead-end—and clients are long-term profit. Paid Referrals Rarely Work Long Term – You get a deal, but you rarely get loyalty or repeat business in return. How to Respond to the Ask – Two scripts—one polite, one direct—that help you keep control of the relationship. Become a Deal Multiplier – How to build partnerships that last by generating business, not just taking it. Structure Smarter Collaborations – If you're going to invest in a realtor relationship, make sure it’s performance-based. If your value is just a referral fee, someone can always outbid you. But if you're a deal creator, you're unfirable. Check out the post here Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca…

I Love Mortgage Brokering

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643: Unlocking Home Equity: The Rise of Reverse Mortgages - Ben McCabe 30:26

منذ 5 weeks30:26

30:26

What if the most powerful tool for helping seniors stay in their homes—and grow your business—is one you’re barely using? In this episode, I talk with Ben McCabe, founder of Bloom, about how reverse mortgages can help seniors stay in their homes—and how brokers can use this tool to serve more clients and grow revenue. We break down the top use cases, where to find deals, and how to explain the product with confidence. If you’ve ignored reverse mortgages as too niche or complex, this conversation will change your perspective. In this episode, we’ll cover: Identifying the Right Clients: How to spot the three most common reverse mortgage use cases—cash flow help, retirement income, and living inheritance. Unlocking Opportunities in Your Existing Database: How to filter for high-potential clients using LTV, age, and renewal dates. Building New Referral Sources: How to tap into overlooked networks like financial planners, family lawyers, and home care providers. Addressing Misconceptions: Tools and talking points to counter outdated beliefs about equity loss and cost. Using Bloom’s Tools to Close More Deals: Financial illustrations, cash flow comparisons, and client-ready info packs that simplify the conversation. To connect with Ben, you can check out the links below: Instagram Facebook LinkedIn https://www.bloomfin.ca/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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642: Scaling Smarter: 3 Lessons from Coaching a $100M Broker 10:44

منذ 6 weeks10:44

10:44

What if the real key to scaling your mortgage business isn’t doing more—but doing the right things better? In this episode, I break down three critical lessons from a coaching session I did with a $100M producer. Whether you’re funding $10M or just trying to fund your first 10 files, these lessons will help you work smarter—not just harder. If you're serious about growing your business without burning out, this episode is for you. We’ll cover: Protecting Your Superpower - Why doubling down on what you're best at—and removing everything else—is key to scaling. Hiring the Right People - You don't have a people problem—you have a fishing-in-the-wrong-pond problem. Here’s how to fix it. Designing Your Ideal Workday - How to plan not just your income goals, but your time, energy, and lifestyle three years from now. Bonus - Why most brokers unintentionally trap themselves—and the mindset shift needed to build a real business, not just a busier job. Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca…

I Love Mortgage Brokering

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641: AI Agents, CustomGPT’s and the Future of AI - Michael Thorne 41:49

منذ 6 weeks41:49

41:49

What if you could eliminate 80% of your repetitive tasks and free up hours every day? In this episode, I chat with Michael Thorne—a top-producing realtor and one of the sharpest minds in the AI space—about how mortgage brokers can start using AI well beyond basic prompts. We dive into custom GPTs, AI agents, and tools like Notebook LM that are transforming how real estate and mortgage pros work. In This Episode: Why most brokers are underestimating AI—and how it’s more than just social posts AI Agents: What they are and how they’ll soon automate everything from file checks to blog writing Custom GPTs: How to train AI to match your voice, your process, and your expertise Top Tools: Why ChatGPT, Notebook LM, and Perplexity are in Michael’s daily stack What’s coming: The future of AI agents and why this tech won’t level the playing field—it’ll widen the gap To follow Michael, you can check out his social below: Facebook Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca…

I Love Mortgage Brokering

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640: 50 and Unfiltered: 5 Life Lessons I Wish I Knew Sooner - Scott Peckford 15:47

منذ 7 weeks15:47

15:47

What if the biggest breakthroughs in your business and life come from how you think—not what you do? In this episode, I’m stepping back from business tactics to share five of the biggest lessons I’ve learned as I hit 50. These aren’t feel-good ideas—they’re real mindset shifts that have helped me become a better father, better leader, and better operator in business. I don’t usually talk about birthdays. But this one felt like a good moment to reflect—and maybe help you do the same. We’ll cover: Taking Full Ownership: Owning everything in your life—your business, your health, your relationships. No blaming. No excuses. Letting Go of Worry: Releasing the fear of what probably won’t happen and focusing on what I can control. Choosing to Take Risks: Pushing past fear and doing the hard things now, so I don’t live with regret later. Prioritizing My Health: Treating my body like the asset it is—because nothing else works if it breaks down. Protecting My Mindset: Believing the right things so I can take the right actions and get the right results. Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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639: How Jarrod Shaw Turned 5 Realtors Into 55 With No Cold Calling 31:18

منذ 7 weeks31:18

31:18

Today, we're re-joined by Jarrod Shaw. Jarrod is a Mortgage Broker at Merge Mortgage from Lethbridge, Alberta, who has managed to turn 5 Realtors partners into 55 with no cold calling. Jarrod is here to discuss how he's grown his Realtor partners with no cold calling or sales pitches, and what extra things he's put in his process to organically grow these relationships. Jarrod's 1st ILMB Appearance in Episode 366: https://mortgagebroker.podbean.com/e/366-jarrod-shaw-on-funding-110-mortgages-in-his-first-12-months/ Jarrod Shaw's Website: www.mergemortgage.ca Jarrod Shaw's Instagram: @merge_mortgage Jarrod Shaw's Facebook: @MergeMortgageGroup Jarrod Shaw's LinkedIn: @JarrodShaw Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca Follow on Instagram: @scottpeckford Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering: www.ilovemortgagebrokering.com…

I Love Mortgage Brokering

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638: How to Break $25 Million Without Burnout 10:12

منذ 8 weeks10:12

10:12

Most brokers hit a plateau at $20–30 million. What does it really take to break through that ceiling and build a $100M mortgage business? In this episode, Scott shares five actionable strategies for scaling your mortgage business beyond $30 million. Based on conversations with high-performing brokers like Nate Atkin and Renee Huse, Scott breaks down what it takes to scale sustainably—without burning out or building the wrong team. We’ll cover: Building a Production Team Around Your Superpower - Focusing on what you do best—usually client-facing work—and hiring support to handle the rest, just like a dentist manages multiple chairs. Avoiding Hiring Agents Who Want to Be You - Looking for team members who want stability, not people who plan to learn from you and leave. Hiring in Stages, Not All at Once - Starting with fulfillment, then adding an underwriter, and finally a junior salesperson when needed. Paying Bonuses Based on Units, Not Volume - Tracking workload by file count instead of dollar amount to reward effort fairly and sustainably. Protecting Your Time by Avoiding Agent Management - Focusing on your production team instead of managing agents, so you can scale without constant interruptions. Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca .…

I Love Mortgage Brokering

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637: $0 To $100 Million in 5 Years - Renée Huse 35:28

منذ 8 weeks35:28

35:28

If you're building a mortgage business, this episode will flip your mindset on what real scale looks like. Here’s what you’ll learn: Why hiring more agents might be the worst way to scale—and what to do instead. How one 15-minute phone call can power 500 deals a year (without burnout). The $10K decision that helped Renee buy back 100+ days a year with her family. I’m Scott Peckford, founder of I Love Mortgage Brokering and BRX Mortgage. The #1 podcast for mortgage brokers and LO’s who want to scale their business. On this show, I talk to top-performing mortgage brokers about the strategies and systems that actually work—so you can scale your business with less stress and more freedom. To follow Renée, you can check out the links below: Instagram Facebook LinkedIn YouTube https://spiremortgage.ca/ Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca…

I Love Mortgage Brokering

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636: Why Every Canadian Broker Needs to Know About Ownwell - Dan MacDonald 26:58

منذ 9 weeks26:58

26:58

What if your past clients could generate consistent leads—for you and your referral partners—every single month? Dan MacDonald, CEO and co-founder of Ownwell, joins us to talk about how his journey from comic book artist to tech entrepreneur led him to build one of the most powerful homeowner engagement tools in Canada. Ownwell helps brokers stay top of mind and turn client databases into a lead-generating machine. In this episode, we’ll cover: The Origin of Ownwell – Why Dan built a Canadian version of Homebot to help brokers maintain relationships and drive repeat business What Brokers Are Doing Wrong – Most brokers send boring, irrelevant content to past clients. Ownwell changes that with highly personalized reports. What Makes Ownwell Work – With open rates as high as 80%, brokers can stay top-of-mind by showing clients their home equity, buying power, and more. Adopt My Mortgage – A new feature that lets brokers co-market with referral partners and access their databases to generate leads. Mindset of Top Performers – Don’t overthink it—just enroll your clients and start the conversations. The brokers who win are the ones who take action. Want to turn your past client database into a steady stream of mortgage leads? Go to ownwell.ca, use code ILMB100 at checkout to waive the $100 setup fee, and claim one of the remaining limited spots for the “Adopt My Mortgage” feature! To follow Dan, you can check out the links below: https://ownwell.ca/ LinkedIn Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca .…

I Love Mortgage Brokering

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635: The Power of the Business Owner Mindset - Kristen Young 26:28

منذ 10 weeks26:28

26:28

What’s the difference between being a mortgage agent and running a mortgage business—and how can making the shift double your success? In this episode, Kristen shares how changing her mindset from agent to business owner transformed her career. She dives into lead generation, client retention, and automation strategies that helped her scale her business while working smarter. We’ll cover: The Mindset Shift – How acting like a business owner (not just an agent) changed everything. Building a Lead Machine – Using CRM automation, social media, and Google Business to drive referrals. The Power of Follow-Up – How consistent client touchpoints turn past clients into repeat and referral business. Scaling with Efficiency – Leveraging an assistant, AI, and automation to manage high volume without burnout. Investing in U.S. Real Estate – How Kristen helps Canadians buy and refinance properties in the U.S. If you want to connect with Kristen, you can check out her links below: Instagram Facebook LinkedIn https://www.mergemortgage.ca/ Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca In this episode of the I Love Mortgage Brokering podcast, I chat with Kristen Young, a seasoned mortgage broker. We dive into the pivotal mindset shift that doubled her business, the power of leveraging technology, and the importance of nurturing client relationships. Kristen recounts her unique start in the industry, doing her first deal while in the hospital, and how strategic partnerships have fueled her success. If you're a mortgage broker eager to elevate your business and embrace a growth mindset, this episode is packed with insights and inspiration. Here are the talking points we covered: The critical mindset shift from agent to business owner that transformed Kristen's business. The role of technology and CRM systems in streamlining processes and enhancing client communication. The impact of market changes on investment opportunities. The importance of maintaining a strong online presence and reputation through social media and Google reviews. Innovative approaches to client engagement. Insights on working with foreign nationals and the unique challenges and opportunities in the US mortgage market. The significance of taking action and learning from mistakes in business growth.…

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634: The #1 Thing Holding You Back in Your Mortgage Business 8:00

منذ 11 weeks8:00

8:00

Is your mortgage business struggling because of tactics—or is your mindset the real problem? In this episode, I share a powerful mindset shift that has helped mortgage brokers break through plateaus and take massive action in their businesses. If you’ve ever felt stuck, this one change could be the key to unlocking your success. We’ll cover: Tactics vs. Mindset – Why knowing what to do isn’t enough if your “why” isn’t strong enough. Two Broker Transformations – How a struggling broker turned things around simply by changing his motivation. The "7 Levels Deep" Exercise – A strategy to uncover your real driving force for success. Why "Freedom" Isn't the Answer – The truth about why most brokers don’t get freedom right away. Taking Action Now – How to stop procrastinating and make meaningful progress today. Try the 7 Levels Deep exercise: https://www.7levelsdeep.com/ Subscribe to my newsletter for the most useful insights in the mortgage business! Join my newsletter! Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Hey, it's Scott Peckford, and in this episode, I'm diving into the one game-changing factor that separates struggling mortgage brokers from those who take off. Spoiler: it's not your tactics, brokerage, or scripts—it's your why. I share two powerful stories of brokers who completely transformed their businesses simply by shifting their mindset. Plus, I’ll walk you through an exercise called Seven Levels Deep to help you uncover your true motivation. If you've ever felt stuck or struggled to take action, this episode is for you. Here are the talking points we covered: Why tactics and strategies alone won’t grow your mortgage business The mindset shift that turns struggling brokers into top performers Two real-life examples of brokers who found their why and skyrocketed The Seven Levels Deep exercise to uncover your true motivation Why emotional leverage is the key to overcoming procrastination The biggest misconception about “freedom” in the mortgage business…

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633: How to Sell Mortgages Without Selling - Jasmine Srnicek 31:03

منذ 11 weeks31:03

31:03

How can mortgage brokers grow their business without paid ads—just through networking and relationships? In today’s episode, I talk with Jasmine Srnicek, a mortgage broker from London, Ontario, and she shares how she transitioned from project management to full-time brokering, built a strong referral network, and keeps clients engaged through genuine relationships and follow-up strategies. We’ll cover: Making the Leap to Full-Time Brokering – How Jasmine knew it was time to leave her corporate job. The Power of Networking – How attending events, following up, and tracking connections led to consistent business. Building Strong Referral Relationships – Why realtors and financial planners trust her, and how she nurtures those partnerships. Client Experience & Follow-Up – Personal touches, video messages, and small gestures that make a big impact. Staying Positive & Productive – The mindset and time management habits that help her stay organized and motivated. To connect with Jasmine, you can check out the links below: Instagram LinkedIn Facebook jasmortgages.ca Join my email list! https://linktr.ee/scottypeckford Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . We've created a special coupon that ILMB listeners can enter at checkout to save the setup fee on our annual plan ($100 savings): ILMB100 In this episode, I chat with Jasmine Srnicek, a London, Ontario mortgage broker who built a thriving business through networking, not paid ads. She shares her transition from project management, strategies for strong referral partnerships, and the power of personal touches. We also discuss staying positive, organized, and generating business—even in slow times. Here are the talking points we covered: Transitioning from a corporate job to full-time mortgage brokering The power of networking and follow-up strategies Building strong referral relationships with realtors and financial planners How small personal touches (video messages, thank-you gestures) create client loyalty Effective time management and staying productive Using a simple tracking system to maintain connections and generate new business How positivity and mindset play a key role in success…

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632: The Hidden Opportunity in U.S. Real Estate for Canadians - Mayer Dallal and Ronen Fishman 26:31

منذ 12 weeks26:31

26:31

How can Canadians easily invest in U.S. real estate without the usual banking headaches? Today we are joined by Mayer Dallal and Ronen Fishman from MBanc to discuss how Canadian investors can now access financing solutions for purchasing and refinancing U.S. investment properties. We’ll cover: Why Traditional Banks Fail Canadians – The challenges Canadians face when securing U.S. mortgages. MBank’s Unique Loan Program – A simplified process designed specifically for Canadian investors. Investment & Refinancing Opportunities – How to leverage existing U.S. properties for new purchases. Avoiding Costly Mistakes – Tax implications, currency exchange, and the benefits of working with experts. How Brokers Can Benefit – A streamlined referral process that helps Canadian mortgage brokers serve more clients. If you’re a Canadian looking to invest in U.S. real estate, or a mortgage broker wanting to help clients access these opportunities, you can reach out to Ronen and Mayer through their email below: ronen@mbanc.com mayer@mbanc.com https://mbanc.com/ilmb/ Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Hey guys, in this episode, I’m sitting down with Mayer and Ronen from Mbanc to talk about a game-changing opportunity for Canadian investors looking to buy property in the U.S. We dive into how they identified a massive gap in foreign national lending and created a seamless mortgage solution tailored specifically for Canadians. Mayer shares his incredible journey from starting in the banking business as a teenager to owning a mortgage bank, while Ronen talks about how his background in Canadian real estate led him to partner with Mbanc. We break down the ins and outs of the loan process, how Canadians can leverage equity from their existing U.S. properties, and why refinancing can be a smarter move than selling—especially considering foreign exchange rates and tax implications. Here are the talking points we covered: How Mayer and Ronen built a mortgage solution for Canadians buying U.S. property The gap in the market: why Canadian investors were underserved The benefits of refinancing vs. selling U.S. properties Key tax implications and foreign exchange strategies for Canadian investors How Canadian mortgage brokers can use this program to grow their business The step-by-step process for getting a U.S. mortgage through Mbanc…

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631: How to Work Less and Get More Done 10:22

منذ 13 weeks10:22

10:22

How can mortgage brokers manage their time effectively while growing their business? In this episode, I share my proven time management strategy, the "Ideal Workweek," which has helped me and countless mortgage brokers stay productive, reduce stress, and achieve better work-life balance. We will cover: The Ideal Workweek Framework – How to design a structured weekly schedule to maximize productivity. Time Blocking for Success – Planning work start/end times, client meetings, and personal commitments. Eliminating Distractions – Cutting out non-essential tasks to focus on what truly moves the needle. Batching Work for Efficiency – How grouping tasks and creating themed weeks can boost performance. Leveraging Ownwell for Client Engagement – A tool that helps brokers stay top-of-mind with homeowners. Want to start working smarter? Get my Ideal Workweek template and other mortgage business resources by joining my newsletter. Join my newsletter! Ideal Workweek template Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Here are the talking points we covered: The concept of the Ideal Work Week and its benefits. Steps to create an Ideal Work Week: Set your start and end times Determine your total weekly work hours Identify key priorities Eliminate low-priority tasks Map your schedule Incorporating essential activities like workouts, family time, and mindset practices. The importance of reviewing and adjusting the schedule regularly. Leveraging themes in your schedule for batching tasks efficiently. In this episode of the I Love Mortgage Brokering podcast, I share my go-to strategy for mastering time management: the Ideal Work Week. I explain how this tool can help mortgage brokers create structure, prioritize essential tasks, and make room for client meetings to family time. Whether you’re overwhelmed by a packed schedule or just looking to improve efficiency, this episode will help you take control of your time and business.…

I Love Mortgage Brokering

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630: Ask Me Anything With Scott Peckford 15:32

منذ 13 weeks15:32

15:32

What does it take to build a mortgage brokerage that stands out, scales, and stays profitable? In this special Q&A episode, part of the BRX National Summit last January, I answer rapid-fire questions about business growth, industry challenges, and personal insights—including my biggest lessons, the future of BRX, and why I’m not buying a Cybertruck. We’ll cover: No Regrets, Only Lessons – I view failures as experiments, focusing on what can be learned rather than looking back. Scaling BRX Mortgage – The unexpected challenges of rapid growth and why strong operations are crucial. The Future of Mortgage Brokers – Why value creation beats rate competition, and how referral-based models will dominate. Beyond Mortgages – My thoughts on BRX expanding into insurance, private lending, and even crossing into the U.S. market. The Power of Relationships – How partnerships and personal connections fuel BRX’s success and industry influence. Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . What does it take to build a standout mortgage brokerage, scale it, and stay profitable? In this special Q&A episode from the BRX National Summit, I answer rapid-fire questions on business growth, industry challenges, and personal insights—including my biggest lessons, the future of BRX, and why I’m not buying a Cybertruck. Here are the talking points we covered: No Regrets, Only Lessons – Viewing failures as experiments and learning from them. Scaling BRX Mortgage – The unexpected challenges of rapid growth. The Future of Mortgage Brokers – Why value creation beats rate competition. Beyond Mortgages – Potential expansion into insurance, private lending, and the U.S. market. The Power of Relationships – How partnerships fuel BRX’s success.…

I Love Mortgage Brokering

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629: From 700 Followers to 11,000 in 8 Months! - Andrew Thake 40:31

منذ 14 weeks40:31

40:31

Want to build a mortgage business that attracts leads online? How do you turn SEO, blogging, and social media into a lead-generating machine for your mortgage business? Today we’re joined by Andrew Thake, a top mortgage broker in Ottawa. He shares how he built a thriving mortgage business by mastering SEO, blogging, and now social media—growing his Instagram to 11,000+ followers and closing 180 deals a year. In this episode, we will cover: SEO & Blogging Success – How writing daily blogs helped Andrew rank at the top of Google and generate 70% of his business online. Jumping Into Social Media – Why he committed to video content, built a studio, and started posting consistently. Content Strategy That Works – How he finds topics, writes scripts, and uses ChatGPT to refine hooks and ideas. Video Production & Posting – The process behind creating two to three engaging videos per week. The Long Game of Branding – Why social media isn’t just for leads but for retention, referrals, and long-term growth. To connect with Andrew, you can check out his socials: Instagram andrewmortgage.com Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Imagine growing your social media following from just 700 to 11,000 in only eight months. Sounds unreal, right? Well, today's guest, Andrew Thake, did exactly that—and he's breaking down his entire process. Andrew, a veteran mortgage broker, decided to dive into social media, and the results have been game-changing. In this episode, we talk about how he creates content, finds inspiration, and balances social media with running a successful business. If you're looking to grow your online presence, this one's for you! Here are the talking points we covered: How Andrew skyrocketed his social media following in just eight months The shift from blogging to video content: what worked and what didn’t The importance of consistency in building an online presence Where to find content ideas (Google trends, AI tools, industry trends) Andrew’s process for scripting, filming, and editing videos How social media plays into brand awareness and client retention Balancing social media with running a mortgage business The role of AI in content creation and brainstorming…

I Love Mortgage Brokering

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628: The Effect of Tarrifs on Interest Rates and Housing - Dave Larock 42:41

منذ 15 weeks42:41

42:41

How will Trump's tariffs and potential rate cuts shape the mortgage market, and what should brokers be doing to stay ahead? Today we’re joined by Dave LaRock, returning mortgage expert and writer at Integrated Mortgage Planners. We break down the latest economic shifts, including tariffs, inflation, and interest rates, and what they mean for mortgage brokers and homebuyers. In this episode, we’ll cover: Tariffs and Interest Rates: How new U.S. tariffs could lead to rate cuts in Canada and what that means for borrowers. The Bank of Canada’s Next Moves: Why history suggests policy rates could drop to 2% or lower. Refinancing Opportunities: A unique window where bank penalties are lower than usual, making refinancing more attractive. Fixed vs. Variable Debate: Why variable rates may be cheaper long-term but come with risks borrowers should understand. What’s Next for Housing?: Predictions on home prices, new construction, and the impact of economic uncertainty. To connect with Dave, you can check out the links below: Instagram Facebook LinkedIn morplan.ca www.integratedmortgageplanners.com/blog/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Here are the talking points we covered: How tariffs impact interest rates and inflation in Canada. The Bank of Canada’s likely response to economic uncertainty. Impact of tariffs on Canadian exports, GDP, and real estate. Why now is a rare opportunity for refinancing with minimal penalties. Explanation of the inverted yield curve and its implications. Term selection strategy: fixed vs. variable in today’s market. The importance of managing client expectations and framing mortgage advice. In this episode of the I Love Mortgage Brokering podcast, I sit down with mortgage expert Dave Larock to unpack the impact of tariffs on interest rates and the Canadian housing market. We break down why the threat of tariffs alone is enough to create economic uncertainty, how the Bank of Canada may respond, and what that means for borrowers. Dave shares insights on term selection, why now is a unique window for refinancing, and why trying to time the market is a losing game. If you’re a mortgage broker looking to guide your clients through today’s rate environment with confidence, this episode is a must-listen.…

I Love Mortgage Brokering

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627: You Don't Have a Lead Problem, You Have a Business Model Problem 14:05

منذ 16 weeks14:05

14:05

Is your mortgage business struggling because of a lack of leads, or do you just have a business model problem? In this episode, we break down why traditional client retention strategies no longer work and I share a proven approach to creating a steady flow of referrals. I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com In this episode of the I Love Mortgage Brokering podcast, I break down a major shift happening in the mortgage industry and why the traditional client retention model isn’t working anymore. I dive into a game-changing strategy that turns each client into multiple referral opportunities, helping brokers build stronger partnerships with financial planners, accountants, and other wealth professionals. If you’re a mortgage broker looking to scale your business and future-proof your client pipeline, you won’t want to miss this episode. Here are the talking points we covered: -Why relying on renewals no longer works. -Why you must continuously grow your database. -How to turn every client into multiple referrals. -Building strong partnerships with financial pros. -Using accountability calls to secure referrals. -Brokers who bring the most value to partners become "unfireable." -Three key things partners can offer: leads, intros, and database access.…

I Love Mortgage Brokering

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626: Breaking Into Quebec: What Mortgage Brokers Need to Know - Etienne Goudreau 31:55

منذ 17 weeks31:55

31:55

What makes the Quebec mortgage industry different, and how can brokers succeed in this unique market? Etienne Goudreau, principal broker for BRX Hypothèque in Quebec, joins me to discuss the key differences in mortgage regulations, compliance, and business strategies for brokers operating in Quebec. In this episode we will cover: Quebec vs. Ontario Regulations: Understanding the differences in laws, consumer protections, and compliance requirements. Building a Mortgage Business: How Etienne transitioned from Desjardins to brokering and successfully set up a brokerage in Quebec. Broker Compliance & Risks: The importance of record-keeping, client communication, and avoiding risky deals. Expanding BRX into Quebec: What the launch of BRX Hypothèque means for brokers looking to grow their business in the province. Best Practices for Brokers: The value of training, transparency, and using the right tools to stay compliant and efficient. To connect with Etienne, you can check out the links below: LinkedIn EtienneGoudreau.com Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca .…

I Love Mortgage Brokering

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625: How to Build a Great Culture - Hugo Neveu 37:14

منذ 19 weeks37:14

37:14

My guest today is Hugo Neveu, a visionary leader who has built a thriving mortgage brokerage in Quebec, surpassing a billion dollars in volume in just three years. In this episode, we’ll dive into how Hugo fosters collaboration, inspires brokers to reach their full potential, and uses technology— even handwritten letters—to build a culture that drives success. If you’re ready to transform your team and take ownership of your success, this episode is for you. Let’s dive in. In this episode we will cover Creative strategies for building an outstanding team culture The importance of selecting the right brokers How brokers actively contribute to planning events To connect with Hugo, you can check out the links below: LinkedIn hugoneveu.com Follow me on Instagram: https://www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . In this episode, I chat with Hugo Neveu, co-President of Mortgage Consortium, a Quebec-based brokerage. Hugo shares his unique approach to building a thriving business culture, from fostering collaboration among brokers to designing systems that prioritize shared values. We explore how his team uses annual themes to align goals, recognition strategies that celebrate efficiency and teamwork, and innovative ways to inspire brokers to reach their full potential. Hugo also discusses using AI to enhance communication and uncover insights while maintaining a human touch. Listen in for an engaging conversation filled with ideas to strengthen your brokerage’s culture and elevate its success. Here are the talking points we covered: Maintaining a family-like culture in a growing brokerage. Designing culture intentionally rather than letting it form accidentally. Weekly meetings with video on to foster engagement and collaboration. Using annual themes to focus team efforts. Strategies for broker involvement in decision-making and event planning. Recognizing brokers for efficiency, collaboration, and embodying company values, not just volume. Using AI tools to synthesize broker feedback and identify recurring themes and ideas. Asking meaningful questions to understand barriers and goals for brokers. The impact of intentional leadership and focusing on vision and culture.…

I Love Mortgage Brokering

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624: How Changing Your Business Model Can Improve Your Business - Meredith Kaminsky 26:33

منذ 20 weeks26:33

26:33

What’s the secret to building a thriving mortgage business while staying organized and stress-free? Meredith Kaminsky is an experienced mortgage professional, shares how she leverages processes, teamwork, and client relationships to streamline operations and achieve success in the mortgage industry. I chat with Meredith Kaminsky, a mortgage broker with One Link, who has been transforming her business since 2008. Meredith shares her approach to refining systems that drive efficiency, including leveraging trigger-based Kanban boards for task management, enhancing renewal conversations to uncover new opportunities, and building long-term client relationships through personalized outreach and effective process sheets. We also explore strategies for maximizing referrals, managing client anxiety around rising rates, and creating authentic customer experiences that lead to repeat business. Tune in to learn how thoughtful processes and proactive communication can elevate your mortgage business. In this episode we will cover: How Meredith’s team uses triggers and Kanban boards to stay on track and avoid missed tasks. Strategies for easing client anxiety during renewals and uncovering opportunities for refinances. Using process sheets and personalized touchpoints to enhance the client experience. How networking groups and contests keep her engaged with clients and referral partners. The importance of consistency, even with family and friends, to maintain quality service. To connect with Meredith, you can check out the links below: Instagram Facebook LinkedIn https://mortgagesdoneright.ca/ Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca .…

I Love Mortgage Brokering

1
623: What the TIkTok Ban Means for Mortgage Brokers 7:22

منذ 21 weeks7:22

7:22

What should mortgage brokers do if TikTok is banned? Are you prepared to adapt your strategy to secure your business? Scott delves into the potential impact of a TikTok ban on mortgage brokers and highlights strategies for maintaining a robust social media presence and sustainable business practices. In this episode, we will cover: What the TikTok ban means for brokers and why relying solely on social media is risky. How we rent social platforms and why building assets like email lists are important. How we should make sustainable strategies to drive engagement and long-term success. Why we should focus on creating content that adds value and builds community. I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit ownwell.ca . Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com In this episode, I dive into the potential impact of a TikTok ban on mortgage brokers and explore strategies to help you maintain a strong social media presence and keep your business thriving. I’ll share tips on adapting your marketing approach, securing your business, and ensuring you're prepared for any changes ahead. Tune in for practical insights to stay ahead of the curve and keep your business growing. Here are the talking points we covered: Social platforms are rented spaces; brokers don’t own their content. Explore alternatives like Instagram and YouTube Shorts for better engagement. Prioritize email lists as a sustainable and controllable resource. Create content that drives community, conversations, and conversions. Make content useful and valuable to your audience. Leverage the "5 Cs": Content → Community → Conversations → Conversions → Cash. Start building an email list now, regardless of TikTok’s future.…

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