4: Building Lasting Referral Relationships with 8Twelve Mortgage's Gary Fooks

Lending Thoughts

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EPISODE DESCRIPTION

In this episode, Bekim is joined by Gary Fooks. Gary is the Co-Founder & CEO of both 8Twelve Mortgage & 8Twelve Financial Technologies from Toronto, Ontario, who stumbled across the mortgage industry at the end of 2014. From working on Wall Street to scaling sales organizations with technology, it only took Gary 3 years to hit $100M in yearly mortgage volume, with 99% of it coming from referrals. Gary parlayed that success into Co-Founding 8Twelve Mortgage in 2018, leveraging technology and automation to implement his proven, proprietary 8-step process, and usher along a new era of mortgage professionals.

Gary is here to discuss:
→ What brought him to mortgages and the founding of 8Twelve, opening their network to and supporting independent Agents, and how he finds the right fits for the brokerage.
→ How to build a referral based business with lifelong relationships, the biggest mistake people make when pitching potential referral partners, and building mutually beneficial Broker and lender partnerships.
→ Tech's purpose in your business, what AI is going to transform in the mortgage industry, and how AI can be used to find holes in your client journey process and lead to improvement.

8Twelve Mortgage Website: www.8twelve.mortgage

8Twelve Mortgage Instagram: @8twelvemortgage

8Twelve Mortgage LinkedIn: @8TwelveMortgage

8Twelve Mortgage YouTube: @8twelvemortgage

8Twelve Financial Technology Website: www.8twelve.tech

Gary Fooks' Instagram: @gfooksy

Gary Fooks' LinkedIn: @GaryFooks

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