I Love Mortgage Brokering

605: How to Throw a Killer Client Event

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today. 
 
In this episode we will cover
My #1 most effective event type
How to maximize the impact of your live event
Five unique event types for you to consider
 
Follow me on Instagram 
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
Today, I'm sharing my top strategy for client events. Recently, someone asked about holiday events, but I’ll tell you why I avoid the holiday rush and focus on unique, impactful gatherings instead. I'll dive into my personal favorite event—the Thanksgiving pie giveaway—that’s been a huge success in building relationships and business. I’ll also cover five other innovative event ideas you might not have thought of, so you can stand out with your clients, add a personal touch, and make it work even without a big office space.
 
Here are the talking points we covered:
Challenges of holiday season events (hectic schedules, lack of engagement).
Why events outside of high-traffic times can lead to better attendance and less stress.
Ensuring focus on connecting rather than handling work-related discussions.
Tactics for redirecting mortgage conversations to scheduled calls so everyone gets attention.
Incentivizing clients to share photos with a specific hashtag for increased visibility.
Benefits of social media engagement for building a brand presence.
Tips for keeping events manageable in one day.
Working with partners like realtors or local businesses to maximize resources and costs.
Managing non-attendance by redistributing items to other partners and clients.

604: How to Fund 190 Files a Year with Just 1 Assistant - Skott Enns

Today, we're joined by Skott Enns, a mortgage broker based in Regina, SK. I had the pleasure of interviewing Skott live, in person, during my 12-city ILMB roadshow. 
 
In this episode we will cover:
How he manages to work about 30 hours a week
A walkthrough of his entire process and team roles
His marketing strategies for reaching his database
 
To connect with Skott Enns, you can check out the links below:
 
Instagram
Facebook
LinkedIn
Website
 
Visit Mortgage Broker Skool 
 
Follow me on Instagram 
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
In this episode, I welcome my friend, Skott, a mortgage broker from Regina, Saskatchewan. We met during my 12-city ILMB roadshow and he joins me here to share insights on his approach to funding nearly 190 mortgages annually with just one assistant. Skott takes us through his efficient process step-by-step, detailing time management and task allocation strategies that help keep his business running smoothly. We explore how he markets to his existing database with some unique and creative ideas you’ll definitely want to hear! Skott’s down-to-earth personality and practical advice make this conversation engaging and useful for brokers at any level. Don’t miss out on this valuable talk with one of the best in the field!
 
Here are the talking points we covered:
 
Skott’s journey to becoming a mortgage broker in Regina 
His strategy for funding nearly 190 mortgages annually with one assistant 
Step-by-step breakdown of his mortgage process and task delegation  
Unique marketing tactics for engaging his client database 
Importance of building strong client and lender relationships  
Time management tips for balancing work and family 
How Skott handles client follow-ups and retention strategies
Why he chooses specific lenders and minimizes working hours

603: My 3 Best Pieces of Advice For My Younger Self

In this episode, Scott answers the "Delorean Question," asked during his recent ILMB Roadshow.
 
In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.
 
In this episode we will cover
Hiring the best coach you can afford—and listening to them
Tracking your files in a simple CRM
Hiring fulfillment as soon as possible
 
Two CRM’s I recommend:
 
Brokeredge 
MyBrokerPro 
 
Episode mentioned in this pod:
How to analyze your business with 3 important ratios
 
Follow me on Instagram 
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

602: How to Fund 400+ Files a Year and Have A Life - Sarah Albert

Wish you could fund 400+ mortgages and still have a life? If so, you will want to listen to this conversation with Sarah. 
 
Today, we're joined by Sarah Albert. She is a broker based out of Moncton, NB. 
 
In this episode we will cover:
Overcoming failures and what she learned from it
How to create a process capable of handling 400+ files a year
How to manage both your process and your team
 
To connect with Sarah Albert, you can check out the links below
 
Instagram
Facebook
Website
 
If you want to find out about our $25 million dollar blueprint get on our email list:
 
-> Join My List
 
Follow me on Instagram 
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
In this episode, I have an amazing conversation with Sarah Albert, a mortgage broker from Moncton, New Brunswick, who has been in the business for many years. Sarah and I talk about how she overcame significant failures, the lessons she took from those experiences, and how they helped her build a stronger, more successful business today. We also cover how she created a process to manage 400 to 600 mortgage files a year and the importance of effectively managing both the process and her team. Sarah was also part of my $25 million blueprint program and implemented it to a level that exceeded my expectations. If you’re interested in learning more about the blueprint, you can join my email list through the link in the episode or connect with me on social media.
 
 
Here are the talking points we covered:
Sarah’s journey from major failures to business success 
Building a process to handle 400-600 mortgage files annually 
Managing workflow and team effectively 
Sarah’s experience with the $25 million blueprint program 
Strategies for scaling a mortgage business while maintaining balance 
How to join the $25 million blueprint email list for updates

601: The only 3 Ways To Retire from the Mortgage Industry

In this short 10-minute podcast series, Scott shares how you can retire from the mortgage industry.
 
In this episode we will cover:
Having a family member take over your business
Selling your book of business, either for cash upfront or cash over time
Transitioning from self-employed to business owner
 
Want to work with Wally and me to help with this?
 
-> Join My Email List
 
Follow me on Instagram 
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
In this episode, I dive into the three ways you can retire from the mortgage business, from the least to the most profitable. I break down each method, sharing real-life experiences and tips on how you can maximize your earnings as you exit the industry. Whether you want to sell to a family member, a stranger, or set up a system to do the selling for you, I’ve got you covered. You’ll learn why building a system might be the most lucrative option and how you can avoid common pitfalls that brokers face when retiring.
Here are the talking points we covered:
The false belief that being self-employed means more freedom.
"Catfishing" in the mortgage business: initial freedom leads to being overworked.
Understanding the transition from self-employed to business owner and investor.
Challenges of differing opinions and potential conflict.
Pros and cons of receiving cash or opting for a buyout over time.
Finding the right person and structuring the deal to benefit both sides.

600: How to Fund 300+ Mortgages By Sticking To Your Strengths - Chris Allard

How to Fund 300+ Mortgages a Year by Sticking to Your Strengths
 
Today, we’re joined by Chris Allard, founder of the Chris Allard Mortgage Team and part of Smart Debt Mortgages. Chris is a long-time friend and an exceptional broker.
In this episode, we will cover:
The importance of a strong process;
How to build an effective team; and
Why Chris has two people handling pre-approvals instead of one
To connect with Chris, you can check out the links below
 
Instagram
Facebook
LinkedIn
 
Follow me on Instagram 
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
In this episode, I chat with Chris Allard from Smart Debt Mortgages, who funds over 300 mortgages a year—and still loves working with realtors! A large part of his business comes from realtor referrals, alongside leads generated from Google. Chris shares how he’s streamlined his processes and built a team to handle this kind of volume, making sure everyone stays in their lane and plays to their strengths. We dive into how he’s created a business that not only scales but is also enjoyable and delivers a fantastic client experience. As I often say, there’s no problem in your mortgage business that someone else hasn’t already solved. Chris has figured out many of those solutions, and you can too. Tune in to learn how you can apply these strategies to your own business. You won’t want to miss this!
 
Here are the talking points we covered:
Funding 300+ mortgages a year and thriving on realtor relationships.
How Chris generates leads through realtors and Google.
Streamlining processes and building a team to manage high volumes.
The importance of keeping team members in their lane.
Creating a scalable business that’s enjoyable and client-focused.
Learning from others to solve problems in your mortgage business.
Key strategies for improving client experience while growing your business.

599: How To Build A Business With Zero Social Media

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today. 
 
In this episode we will cover:
Where to find your first referral sources
What to say to get a meeting
How to add value in the conversation
How to multiply this with the 3 Thank You Methods
Check out How to Become the Most Famous Mortgage Broker In Your Community
 
Check out the Rookie To Rockstar Program
 
Follow me on Instagram 
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
 
In this episode, I discuss how to build a business from scratch without using social media or content marketing, based on a question from a recent roadshow in Halifax. Initially, I referred to a previous podcast on becoming the most well-known mortgage broker in your community. The challenge was increased when I was asked how to do it without online tools. Fortunately, I’ve helped others succeed in similar situations, so I share a proven plan that works offline. I explain the steps I’d take, how this approach has been refined, and why it remains effective. This episode offers a roadmap for growing your business without relying on social media.  
Here are the talking points we covered:
Starting a business from scratch in a new community with no connections. 
Building a business without relying on social media or content marketing. 
Referring to a previous episode: How To Become The Most Famous Mortgage Broker in Your comm 
Proven strategies for growing a business offline.  
Steps to establish connections and build trust in a new market.  
How the plan has been refined and improved over time. 

598: The Black Belt of Mortgages - Jack Cameron

I have heard people call themselves the black belt of mortgages, but today’s guest really is a black belt. 
 
Today, we're joined by Jack Cameron, he is a mortgage broker based out of Halifax, NS who is also a black belt in Judo and Jujitsu.
In this episode we will cover:
How martial arts has influenced his mortgage business
How he finds doctors, dentists and veterinary clients
How he has increased the number of documents he asks for and what he says to get them
How he saves 4 to 6 hours per file 
 
To connect with Jack Cameron, you can check out the links below:
 
Instagram
Facebook
LinkedIn
Website
 
Follow me on Instagram 
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

597: What We Learned from $310,604,448 in Rookie Mortgages

In this short 10-minute podcast series, Scott shares insights from his rookies funding $310,604,448 in volume over the last 3 years. Graduates from our rookie program funded an additional 1,296 files for $489,958,673, bringing the total to 2,053 files and $800,563,157 in volume.
 
In this episode we will cover:
Why Live Zoom room coaching is better than mentoring;
Training without a path is almost pointless; and
Environment matters more than training 
 
Check out www.rookietorockstar.ca to find out more about how we can help you build a referral based business. 
 
Follow me on Instagram 
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
In this episode, I break down three key lessons we’ve learned from helping rookie agents fund over $310 million in mortgages since launching our brokerage in August 2021. I share some stats and insights from our journey—rookie agents  have funded 757 files, while our more experienced grads have funded an impressive 1,296 files, bringing the total to over 2,000 files and nearly $800 million. Many of these brokers had no prior experience, but with the right plan and support, they’ve built successful businesses. I discuss why traditional mentorship doesn’t work, the importance of having a clear training path and how creating a strong environment has been crucial to our success. Tune in to hear what’s been working for us!
Here are the talking points we covered:
Overview of our brokerage’s growth since launching in August 2021. 
Rookies have funded 757 files for over $310 million. 
Grads (now pro agents) have funded 1,296 files, totaling nearly $490 million. 
Why traditional mentorship models often fail for new agents. 
The importance of a structured training path for success. 
How creating the right environment supports agent development. 
Strategies to help new agents go from zero experience to successful brokers. 
Tips on building a sustainable, referral-based mortgage business.
 

596: Mortgage Penalty Ninja - Matt Imhoff

Want to learn how to help save your clients money?
 
Today, we're joined by Matt Imhoff, the foremost expert on mortgage penalties in Canada. In this episode, he breaks down how understanding penalties can help you better serve your clients.
 
To connect with Matt Imhoff, you can check out the links below:
 
Facebook
LinkedIn
Website
 
Follow me on Instagram 
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
In this episode of the I Love Mortgage Brokering podcast, I sit down with my friend, Matt Imhoff, an expert in understanding and calculating mortgage penalties. With interest rates constantly changing, Matt explains how Canadian mortgage brokers can find hidden deals in their databases, save clients money, and secure lower rates. We also dive into the complexities of mortgage penalties— especially why they matter in Canada but not so much in the US— and how these penalties can be both an opportunity and a risk. If you’re a Canadian broker, you’ll definitely want to tune in as Matt shares some invaluable tips and tricks.
 
Here are the talking points we covered:
How to find hidden deals in your database.
Understanding and calculating mortgage penalties.
Impact of fluctuating interest rates on penalties.
Canadian vs. US mortgage penalty differences.
Opportunities to save clients money and secure better rates.
Risks of losing money in certain penalty situations.
Practical tips and strategies for Canadian mortgage brokers.