dealflow

This episode of the LVR Podcast delves into the crucial aspects of any successful mortgage broking business: Lead flow, Deal flow, and Work flow.

Key insights:

• The importance of streamlined workflow, dealflow, and leadflow for mortgage brokers.
• How technology can automate tasks and improve efficiency.
• The need for customisation to ensure systems reflect brand identity and client experience.
• The ongoing role of human interaction and relationship building.
• Tips for choosing and implementing the right technology solutions.
• The importance of continuous learning and adaptation in the mortgage broking industry.
• The game-changing potential of technology for client retention and growth.

Our hosts Ruan Burger and Marissa Schulze unpack the importance of optimising these flows to ensure seamless client experiences, efficient operations, and ultimately, business growth. They discuss the benefits of technology in streamlining processes, while emphasising the human touch that remains essential for building lasting relationships with clients. Whether you're a seasoned broker or just starting out, this episode offers valuable insights and actionable tips to navigate the ever-evolving mortgage broking landscape.

Quotes:

"Your business is only as good as its flow. Get the lead, work the lead, and create a deal proposition that makes a client want to come back to you." - Ruan

"There's just such great technology out there at the moment that can help you streamline the lead flow, the deal flow, the workflow, and not only streamline it in a way that makes life much easier, it makes the customer experience so much better." - Marissa

"You have to look at - when building a system - at what will impact the (client) relationship, what will impact the growth of the experience." - Ruan

"What these systems do as well from a compliance perspective, it makes your compliance a lot more rock solid because it means that everything is recorded." - Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

Are you juggling a busy career while trying to maintain a healthy work and family balance? We've all been there, and sometimes it feels like there's no time for a breather. In our latest episode of the LVR Podcast, our hosts, Ruan and Marissa, explore a crucial topic that's relevant to professionals at all stages of their journey: "Reward and Recognition" through quality time off.

Marissa, co-host and experienced professional, shares her incredible three-month adventure with her family across Canada, the USA, Europe, and Africa. An inspiring journey, indeed, but more importantly, it was a lesson in the art of switching off.

"It was a test," she says, "to ensure our business could thrive without us." For her and James, her partner, the trip was about stepping away, giving their minds a well-deserved break, and learning to trust their capable team. The result? A thriving business and an incredible experience of clarity and inspiration.

One essential lesson from the episode is the importance of "quality over quantity." Whether you have a few days or a few weeks, taking time for yourself and your family, away from work-related distractions, is what truly recharges you.


Key quotes:

"We are very fortunate with our structure at Rise High that our brokers can take as much time off as they want without impacting their business or their clients because we've got an amazing support structure and process in place where things can still continue without them here and without them having to work whilst they're on holidays." - Marissa

"Just taking stock that all the things that you do at work are the very things you shouldn't be doing If you go on holiday." - Ruan

"If you do want to be in a position where you can have that flexibility to take that leave, you really have to be part of a team or build a team." - Marissa

"You've got to find a system that allows you to take stock, take time out, reward yourself." - Ruan

"So I think if you embrace the opportunity to step outside of the business, it is an opportunity to learn and evolve and will only make you stronger as a business owner and as a person." - Marissa

"It's the little things that make us think, it's the little steps for the big wins in respect of quality over quantity." - Ruan

"We started Rise High because we wanted to make a difference to our clients, but we also wanted to have a really great family life as well." - Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

Discover the multi-faceted qualities of multifamily properties and the driving factors of the real estate market as John Cohen shares his expert investing and marketing advice so you can generate sustainable wealth. Listen in and take your shot toward investing success!


WHAT YOU’LL LEARN FROM THIS EPISODE


Why you should work in real estate before you start investing in it
Actionable marketing strategies to acquire deal flow
Capital raising, loan types, and asset acquisition tips from an expert
What makes a location a great market?
Success-driven real estate investing tips

RESOURCE/LINK MENTIONED


Marcus & Millichap https://www.marcusmillichap.com/


ABOUT JOHN COHEN


John co-founded Toro Real Estate Partners in 2015. He focuses on the company’s strategic direction, investment strategy formulation, investor development, and acquisition and dispositions. He has been investing in real estate since 2010, and his understanding of deep-value investing in real estate started by buying tax deeds and liens. Since starting in real estate, he has been involved in over $250 million in various real estate transactions, spanning tax liens, rental/sale transactions in Manhattan, and his investments.


CONNECT WITH JOHN


Website: Toro Real Estate Partners
Email: john@tororep.com


CONNECT WITH US


To book an exclusive FREE consulting session with Tate or to view his current investment offerings, please go to www.investwithgreenlight.com.

Want a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.

Special Announcement! Tate’s brand-new audiobook “F.I.R.E.-Financial Independence Retire Early Through Apartment Investing” is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.

Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting like a boss now!

Back in the day, a broker could do a deal on the back of a fax and voila. These days with more compliance, quality control and deadlines from lenders and clients a broker needs more support and that support can come in the form of smart systems. Broker Engine is a workable tool for any broker. Here's more about Broker Engine: 

• Broker Engine handles the entire life cycle of the client, the leadflow to dealflow to running reviews and client maintenance so that you retain more clients. 
  
  
• All these systems help a broker to manage a successful client relationship over time and ensure that you are retaining more clients. 
  
  
• If I was to sign up tomorrow to Broker Engine, how much time will it take to get it running? With Broker Engine we supply the workflows out of the box and have a customer success team to support our clients so we suggest it takes about three weeks to get it up and running, so not long at all. 
  
  
• For Broker Engine, we see: The broker likes it, team likes it, the client likes it. 
  
  
• It helps to document the processes and systems so that the things that typically gets missed from a workflow are put into a structure, allowing a team to become at least 20% more efficient. 
  
  
• Broker’s who are business builders and building a team to scale, then Broker Engine can help you achieve a more powerful business flow. 
  
  
• The whole workflow and the client engagement can be managed in a powerful way with Broker Engine. 

Key Quotes

“Leadflow is what gets you the appointments and what gets you the activity.” - Ruan 

“After the loan settles, aftercare can be built into the system via email and sms, so it takes the headache away from brokers having to remember everything.” - Will 

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

Joining seminars, workshops, and staying up-to-date on market trends helps investors get the most out of a deal. Dive in with guest Nic Espanet to learn about the beginning phase of passive investing in multifamily deals.

Key Takeaways To Listen For

• Meeting Brokers and establishing credibility
• Syndicating deals and raising capital
• Finding the right group of people
• Stabilizing a deal and ensuring a good deal flow
• Ways to overcome failures in multifamily investing
• Advantage of having experience in closing deals
• Struggles with the CDC Eviction Moratorium 

About Nic Espanet

Nic Espanet is a Multi-Family Real Estate Investor with experience as a real estate coach, asset manager, and key principle. He has a background as a small business owner and is experienced with managing physical therapy teams.   

Connect with Nic

Email: nic@thrivemultifamily.com


To Connect With Us

Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

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Watch the video version of this interview on YouTube
 

GUEST BIO
Matt ‘Mills’ Miller founded digital product design studio Ustwo with John Sinclair in 2004. In the 14 years since, Ustwo expanded to include an independent games studio and Ustwo adventure: a startup fund and incubator that supports early-stage startups and digital companies. The company’s driving ethos is to create meaningful products and services. Alongside designing products for the likes of Sky and Facebook, it developed Google DeepMind’s Streams app, which can be used to remotely monitor patients from hospitals, and created the phenomenally successful mobile and tablet game Monument Valley. Mills stepped away from his operational duties at Ustwo to head up adventure – which provides support, investment, and a workspace for startups at its London studio – in 2017.
 

PARTNER WITH MILLS:

• If you are a founder or early-stage startup raising capital give Mills a shout!
   

CONNECT WITH MILLS:

• Follow Mills on Instagram
• Follow Mills on Twitter
   

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