Monday Feb 12, 2024
532: Why Bank Mortgage Specialists Are Switching to Brokering - Sarah Mathieu
Today, we're joined by Sarah Mathieu. Sarah is the founder is based out of Kamloops, BC. She is also the founder of Mortgage Tech.
She is an ex Bank Specialist who is loving the mortgage business and shares several of the benefits she has discovered working on this side of the fence.
Sarah’s Info IG: Website:
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit:
Follow on instagram
I Love Mortgage Brokering:
Find out more about BRX Mortgage:
Ever wondered about life beyond the confines of a traditional banking career? In this episode of I love Mortgage Brokering, Scott Peckford chats with Sarah Matheiu, a former banker who has successfully transitioned to a mortgage broker. Together, they delve into the heart of the mortgage brokering business, from understanding the various compensation structures to the importance of choosing the right lender, all in pursuit of superior client satisfaction and long-term retention.
With Sarah's expert guidance, discover enticing benefits of higher earning potential and the autonomy that comes with managing work files from anywhere on the globe. Tune in for an enlightening discussion that could be the catalyst for your next career leap in the mortgage industry.
Key talking points from this episode:
- The benefits of the transition, including independence, higher earning potential, work-life balance, and the ability to work remotely.
- Understanding different compensation structures in the mortgage brokering industry and the significance of choosing the right lender for client satisfaction and retention.
- Marketing strategies, the use of social media, and leveraging CRM systems for building a strong personal brand.
- Transparency and asking the right questions to ensure a smooth and rewarding transition to a brokering career.