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

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

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🎯 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

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