I Love Mortgage Brokering

545: The Replacement Ladder for Mortgage Brokers

Thinking of hiring? If you hire in the right order it will make you far more efficient.
In this short 10 minute podcast Scott shares a framework he learned from Dan Martell’s Book, called. “The Replacement Ladder.”
Scott will share with the 6 types of hires you need to make and the ideal order to make them.
Check out Dan’s book, Buy Back Your Time, for more ideas on how to replace yourself in your mortgage business.
For more tactics and tips follow Scott on Instagram or visit I Love Mortgage Brokering.
To find out more about what Scott is doing at BRX Mortgage.
I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
In this episode, I’ll be revealing the secrets from Dan Martell's game-changing book, "Buy Back Your Time," and how it specifically applies to the mortgage brokering industry. I’ll guide you through the steps to offload personal and administrative tasks to optimize your work-life balance and productivity. Plus, I'll discuss cutting-edge marketing tactics to attract and convert leads and the transformative decision to hire a dedicated sales professional.
Key talking points from this episode:
How offloading personal and administrative tasks can lead to better productivity and service standards
The Replacement Ladder method, focusing on strategic hiring to enhance efficiency
The importance of being a good leader and building a positive team culture.
Creating a well-structured team enables brokers to maintain a successful business while enjoying more free time and a better quality of life.
A dedicated sales professional is essential for brokers aiming to step back from daily operations
How to scale a mortgage brokerage through strategic hiring and marketing techniques

544: How to fund 200+ Mortgages from a Van - Sara Keller

Today, we're joined by Sarah Keller from Guild Mortgage who funds 200 mortgages a year working from a Van. 
In this episode we will cover
How did she break the news to her referral partners
How she has continued to grow a referral based business even though she on the road most of the year
Technology stack she is using
If you want to get a cheat sheet I created from this episode:
-> 200+ Mortgages From a Van Cheat Sheet
For more tactics and tips follow Scott on Instagram or visit I Love Mortgage Brokering.
To find out more about what Scott is doing at BRX Mortgage.
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
Explore the adventurous life of Sara Keller, a mortgage broker who’s redefining success by blending her passion for van life with her professional career. This episode unveils how Sara leverages technology, maintains client relationships, and cultivates a thriving referral-based business, all while living on the road. Get inspired by her story and discover how you too can embrace the freedom of remote work without compromising your ambitions in the mortgage industry.
Key talking points from this episode:
Sara uses an essential tech stack to maintain her business on the go, including the revolutionary impact of Starlink for reliable internet connectivity.
The importance of nurturing professional relationships and building a strong referral network to keep her business thriving regardless of her physical location.
Difficulties of van life, including the balance of work and travel and the challenges of maintaining vital professional relationships without a fixed address.
How Sara’s being open about her lifestyle has led to admiration and unexpected support from her network.
Sara’s communication tactics such as regular Thursday email updates and Monday phone calls.

543: 3 Questions to Solve 99% of your broker business problems

In today’s episode Scott shares 3 questions he uses to help Top Producers identify and solve their biggest challenges. 
Scott will share how he used this framework in two conversations over the past week: 
$80 million a year producer and we talked about how to get his UW team to do the strategy calls
$100 million dollar team who are currently swamped in files and their killer admin is still on Mat leave
Follow Scott on Instagram
Visit I Love Mortgage Brokering to find more podcasts
Find out more about what Scott is building at Why BRX 
Thanks again to our title sponsor Lendesk for making this show a reality. 
Visit www.lendesk.com/finmo 
 
In this episode 10-Minute Tactical podcast, I'm excited to share with you the art of managing high-performing mortgage broker teams. Learn the strategic prowess of question-based problem solving with insights on inspiring your team, maintaining workflow during staff changes, and refining processes for peak efficiency. I'll guide you through my conversations with top-tier mortgage brokers, and why it's crucial to keep an eye on team dynamics. Whether you're a seasoned broker or just starting out, this episode is packed with actionable advice to help you lead your team to success.
Key talking points from this episode:
Consequences of poor management, including high turnover and employee burnout.
Refine processes, leverage technology, and align the workforce to overcome business challenges.
The need to recognize different team roles, prevent role blurring.
Understanding team dynamics and proactive hiring approach
Preventing support staff from engaging in conflicting side projects.

542: A Simple Marketing Plan to Fund 100+ Files a Year - Atif Muhammad

Here's how Atif Muhammad - a mortgage broker based out of Regina, Saskatchewan - fills a room with 100+ realtors every year. He does what he calls a Superstar Summit and it is absolutely brilliant.
He also shares how he uses automation in his business so he averages 45 minutes per file. One of his database marketing strategies is genius.
In this episode, we will cover:
How Atif fills a room every year with 100+ realtors and they do most of the work;
How he only does 1 call with a client for about 45 minutes;
His super simple marketing plan that helps him fund 120 mortgages a year;
One database marketing idea I absolutely love and you will too.
To connect with him, you can check out the links below:
instagram.com/atifmortgages
facebook.com/share/oqzXHvbrFCFcvJZa/?mibextid=eQY6cl
atlasmortgagegroup.ca/
Follow me on social media!
Instagram: instagram.com/scottpeckford/
I Love Mortgage Brokering: ilovemortgagebrokering.com
Find out more about BRX Mortgage: whybrx.com
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
I'm thrilled to bring you an exclusive conversation with Atif Mohammed where we talk about an effective and surprisingly straightforward marketing strategy. We cover a range of topics, from securing venues to the delicate task of choosing speakers who resonate with real estate professionals. If you've been searching for that elusive piece of advice to propel your real estate business past the 100-deal mark annually, then this is the episode you can't afford to skip!
 
Key talking points from this episode:
The benefits of owning your own business and the opportunities to expand beyond traditional banking limits.
The significance of careful planning, from selecting speakers to marketing,
Leveraging technology to uphold exceptional client service without being overwhelmed.
The importance of a robust CRM system and automated video communication in maintaining client engagement during the mortgage process.
How maintaining a disciplined schedule allows for both personal life balance and business success.
Setting realistic goals and managing time effectively between daily operations and long-term business development.

541: What is better for generating leads: phone calls or DMs?

In this episode, I am going to share with you what I learned from running a 30 day experiment with 32 brokers who made a total of 2,527 DMs and 2,388 phone calls.
For the record, that is 125.6 DM’s and 1119.4 phone calls per business day.
In this episode I will also cover…
Asking for advice to get business
Commenting to get valuable content
To Sign Up For Battle Royale:
Gameofphones.live
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
Follow me on social media!
Instagram instagram.com/scottpeckford/
I Love Mortgage Brokering: ilovemortgagebrokering.com
Find out more about BRX Mortgage: whybrx.com
Buckle up as we reveal the game-changing insights from our epic phone calls vs DMs Battle Royale, where the power of personal touch goes head-to-head with the efficiency of digital messaging. Our 32 brokers didn't hold back in this 30-day lead generation showdown, clocking in thousands of calls and DMs with some eye-opening results. Not only will you get the lowdown on which method triumphed, but I'm also spilling the beans on a couple of killer tactics that can supercharge your outreach game, whether you're a seasoned pro or just throwing your hat into the ring.
Key talking points from this episode:
Two tactics to enhance DM and phone call outreach for brokers.
Networking strategies for realtors, using requests for advice to build a referral network.
The power of social media comments as a powerful tool to start direct message conversations with potential clients.

540: How to Fill A Room Full of Realtors - Michelle Castle

In this episode we will cover:
How she uses education to build a never-ending pipeline of referral partners;
How she converts them from student to referral source; and
How she uses a simple strategy when she meets them to build massive amounts of trust and rapport 
To connect with Michelle Castle:
https://www.instagram.com/themichellecastle
https://www.facebook.com/mortgagesbymichellecastle
https://www.linkedin.com/in/mortgagesbymichellecastle
To Access the free presentation I mention use the link below:
https://mybrokerpro.ca/brx-giveaway
Follow me on social media!
Instagram https://www.instagram.com/scottpeckford/
I Love Mortgage Brokering: www.ilovemortgagebrokering.com
Find out more about BRX Mortgage: www.whybrx.com
The I Love Mortgage Brokering Show is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb
Mortgage industry virtuoso Michelle Castle to unlock the secrets of fostering successful realtor relationships and boosting your mortgage business. Michelle shares the transformative impact of offering Continuing Education credits to realtors, a strategy that accounts for an astonishing 60 to 70 percent of her business. If you're ready to transform your mortgage outcomes and achieve success through realtor collaboration, tune in to this episode and be inspired to implement Michelle's strategies in your own career.
 
Key talking points from this episode:
How innovative educational outreach and personalized CRM strategies underpin Michelle's success in the mortgage industry.
Strategic event scheduling and content creation boost engagement and follow-up opportunities with realtors.
Authenticity in building a brand within the real estate market and the power of one-on-one meetings and classes.
How to enhance client interactions and maintain high levels of service using CRM tools like Salesforce and strategic scheduling
The effectiveness of combining education with networking to build strong professional relationships.

539: How to Book A Meeting With (Virtually) Any Realtor

How to Get a More Meetings With Realtors 
 
In this short 10 minute podcast series Scott shares a tactic you can apply to your mortgage business today. 
 
In this episode Scott will cover:
The #1 best way to handle last minute cancellations that will ensure you get a second meeting booked
One tweak that improved our agents show up rate from 40% to 80%
Two tactics for rapidly building rapport and breaking the ice
 
For more tactical videos that don’t make it into the episode follow Scott on IG. 
https://www.instagram.com/scottpeckford/
 
I Love Mortgage Brokering: www.ilovemortgagebrokering.com
 
Find out more about BRX Mortgage: www.whybrx.com
 
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb
Ever felt like you're hitting a brick wall when trying to schedule meetings with real estate agents? You're not alone. In this must-listen installment, Scott reveals the transformative "Triangle for Trust" strategy that skyrocketed one agent's meeting attendance rates with real estate agents from a meager 40% to a stunning 80%. If you've ever struggled with no-shows or last-minute cancellations, you can't afford to miss this!
 
Key talking points from this episode:
Common challenges mortgage brokers face like last-minute cancellations and securing second meetings.
Leveraging insider information for introductions and adding value through thoughtful social media interactions.
The power of strategic relationship building and pre-meeting engagement in the real estate industry.
The Triangle of Trust which establish trust and open lines of communication

538: Scripting and Scaling a $100 Million Business - Amir Syed

In this episode we will cover the following:
He shares a framework he builds scripts and it’s pure gold
He also shows the exact script and sequence for targeting and DMing luxury realtors
The biggest reason successful LO’s fail to scale. . We get into some very tactical advice on this one… Including hiring and interviewing. This is an episode you are going to want to listen to more than once. 
 
To connect with Amir Syed  you can check out the links below
 
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb
 
Follow on instagram https://www.instagram.com/scottpeckford/
I Love Mortgage Brokering: www.ilovemortgagebrokering.com
Find out more about BRX Mortgage: www.whybrx.com
 
Two key things you need to fund $100+ million, scripting and scaling.. He shares a framework he builds scripts and it’s pure gold He also shows the exact script and sequence for targeting and DMing luxury realtors The biggest reason successful LO’s fail to scale. We get into some very tactical advice on this one… Including hiring and interviewing. This is an episode you are going to want to listen to more than once.
 
We will also cover:
Effective communication skills in elevating one's income and professional growth.
Strategies for hiring and interviewing, delegation, and leadership in the mortgage business.
Scripting and framework for creating effective scripts and direct messages for luxury realtors
Effective networking strategies, including the importance of genuine connections and strategic giving on social media.
Emotional intelligence in engaging clients and building relationships with luxury realtors.
 
To connect with Amir Syed you can check out the links below:
Linkedin: https://www.linkedin.com/in/amirsyed/
Website: https://www.growthonlycoaching.com/
 
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
Follow on instagram: instagram.com/scottpeckford/
I Love Mortgage Brokering: ilovemortgagebrokering.com
Find out more about BRX Mortgage: whybrx.com

537: What is the best gift to give a Realtor to get referrals?

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 how the right gift can…
Reduce the number of client of shopping around on you 
Reduce the chances of losing a client mid way through the process 
Reduce the number of appraisals you have to pay for.
Please rate and review this podcast if you found this useful.
 
Ever pondered how a well chosen gift could become the cornerstone of a thriving real estate empire? Today’s episode of the 10-Minute Tactical Podcast, Scott Peckford dives deep into the art of strategic gift giving and its powerful impact on cultivating relationships and fueling business growth. Inspired by the book Giftology and the remarkable story of Petrus Engelbrecht’s donut diplomacy, discover the intricacies of personalization in gifting and ultimately create those “wow” moments that can set you apart from the competition.
 
Key talking points from this episode:
Strategic gift giving in real estate is a powerful tool for building client relationships, earning referrals and standing out from competitors.
Personalization, unexpectedness and timeliness are crucial elements in choosing the right gift that resonates with clients.
Small gestures like handwritten notes or celebratory gifts for milestones can enhance client retention and satisfaction.
Implementing a thoughtful gifting strategy can lead to a high return on investment.
Reciprocity is key in strategic gifting, fostering stronger client bonds and encouraging loyalty and referrals.
Resources:
Website: https://ilovemortgagebrokering.com/
Email: scott@ilovemortgagebrokering.com

536: How to Fund $100+ Million a year and work 24 hours a week - Wally Elibiary

Would you like to work only 24 hours a week, take 20 weeks of vacation and still fund $100+ million? 
In this episode Scott will cover
How he refers OUT  $2 million+ a year to his partners
How he funds $200 million a year, while working only 24 hours a week
Oh, and he takes a full 20 weeks of vacation a year!!
If you want to  get a discount and join the 6 Lane Highway Academy use the link below:
Six Lane Highway
https://24-7mindset.com/6-lane-aff?ref=scott50
Learn more about Wally Elibiary:
Linkedin: https://linkedin.com/in/coachwally 
Website: wallyelibiary.com 
Book: https://24-7mindset.com/ 
 
The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb
Follow on instagram instagram.com/scottpeckford/
I Love Mortgage Brokering: ilovemortgagebrokering.com
Find out more about BRX Mortgage: whybrx.com
 
Imagine clocking in a mere 24 hours each week yet still crushing ambitious financial targets— yes, we’re talking about funding a staggering $200 million a year. Join us in today’s episode of I love Mortgage Brokering where Scott Peckford features the renowned Wally Elibiary, a mortgage industry innovator who guides finance professionals in expanding their operations and reclaiming their invaluable asset— time. 
 
In this conversation, Wally narrates his remarkable shift from exhaustive work hours to a  refined 24-hour weekly schedule, all while managing to fund a staggering million dollars every year. Let’s explore the methods, tactics and mindset shifts that have driven Wally’s professional and personal life to achieve sustainable triumph and satisfaction.
Key talking points from this episode:
Wally mastered work-life harmony by cutting his work hours to 24 per week and still funding $200 million annually in the mortgage sector. 
Strategies for leveraging human resources, systems and technology to build a self sustaining business that allows for personal fulfillment outside of work. 
Wally’s innovative Six Lane Highway referral system and his approach to transforming his client database into a revenue generating asset.
The benefits of strategic partnerships with CPAs and financial advisors to foster a strong referral network and fuel business expansion.
The personal cost of professional success, navigating the transition to empty nesters and achieving a balance between career milestones and enjoying life.