Explore " mortgage brokers" with insightful episodes like "What Are The Pathways To Bring Commercial Lending Into Your Business?", "From Banker to Broker", "Mortgage Metrics - Lee Flavin", "Leadflow - Dealflow - Workflow" and "The Mortgage Store Associate Partner Programme - Mark Deane" from podcasts like ""LVR Podcast", "LVR Podcast", "Advisers Assemble - Lead Generation For Financial Services", "LVR Podcast" and "Advisers Assemble - Lead Generation For Financial Services"" and more!
with Trent Carter from Provident Lending Business Solutions
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
Welcome to another episode of the LVR Podcast, where we're excited to have Michael Payne from Pinnacle Brokers join us. Transitioning from banker to broker, Michael's journey is nothing short of inspirational. We delve into the motivations, challenges, and triumphs that Michael encountered on the path to becoming a self-employed broker. This episode is a must-listen for anyone interested in the intricacies of making a significant career change or who's just starting out and is itching for some tips!
Key points:
Key quotes:
"We make a commitment [to our referral partners] that we will either call them back or call their clients within 2 hours." - Michael
"Lead flow is only the starting point. How we deliver, how we engage, is key and it really makes everything real." - Ruan
"I think once you implement the boundaries for them [clients], they actually start respecting your time more as well." - Marissa
"The main difference [in broking] is to have that flexibility, that you can build a team that works together to actually get the best outcome for clients." - Michael
"And it is all education, we need to educate our clients as much as we educate the referral sources, as much as you educate your staff." - Marissa
"One of the things just these last 12 months for you has been communication is key, making sure nothing is left to chance." - Ruan
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
Lee Flavin Co-Founder of Mortgage Metrics joins Alex on the Advisers Assemble podcast this week to talk about the "must-have alert system for brokers."
Follow Lee on LinkedIn.
Visit Mortgage Metrics.
Watch a 30 second demo on YouTube.
Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.
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:
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:
More From Ruan and his company, Success and Broker:
Mark Deane, Director at The Mortgage Store joins Alex and Tessa on the latest episode to talk all about their Associate Partner Programme, as an alternative for someone looking to start their own business.
Talking points:
- What is The Mortgage Store Associate Programme?
- What is included in the support package?
- What feedback have you had from your current associate partners?
- Who can sign up to the programme?
- How can I sign up to the programme?
Visit The Mortgage Store here.
Follow Mark on LinkedIn.
Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.
Alex connects with storytelling expert, Doug Stevenson from his home in Arizona, US to talk about how he helps businesses by using story as a strategy.
Doug teaches clients how to tell a story well, working on the design of a speech and the lesson and branding message behind this. Doug helps to prepare people for TED talks and has delivered his very own.
From his early days in acting and theatre work to a realtor and carpenter, Doug has seen and done it all, telling his journey through the art of storytelling.
There are plenty of hidden gems in this episode told by a truly inspiring and eye-opening author.
Listen to Doug's 'The Storytelling That Sticks' podcast.
Listen to Doug's TEDx Talk.
Follow Doug on LinkedIn.
Visit Doug's Website.
Read Doug's Story Theatre Method Book.
Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.
Eddie Perez | CEO of Equity Prime Mortgage
Eddy’s social media has videos and educational advice in leadership, personal development, mortgage industry and more - @eddygperezjr on all platforms
Learn more about Eddy and EPM at EPM.Net and follow Eddy @eddygperezjr across all social media platforms.
ABC Podcast
Facebook: https://www.facebook.com/alwaysbecoolpodcast
Twitter: https://twitter.com/thebobbykerr
Instagram: https://www.instagram.com/alwaysbecoolpodcast/
TikTok: https://www.tiktok.com/@thebobbykerr
YouTube: https://www.youtube.com/@alwaysbecool
Summit Lending
Facebook: https://www.facebook.com/SummitLendingUSA
Twitter: https://twitter.com/SummitLendingUS
Instagram: https://www.instagram.com/summitlendingusa/
LinkedIn: https://www.linkedin.com/company/summitlendingkc/
YouTube: https://www.youtube.com/user/loantipskc
Alex and Tessa share the highlights ahead of their next episode and interview with Gary Stewart from Octane Solutions live on Facebook.
From the team at The Lead Engine.
YouTube Expert and the Founder of Channel Fuel, Tom Martin is next in the line up of guests to chat to Alex and Tessa on Advisers Assemble. Tom is responsible for running YouTube channels for some of the world's biggest TV brands... Does Mr. Bean, Top Gear and Doctor Who ring any bells? Amongst many other 'cool' projects.
Talking points:
- Thumbnails
- Most controversial YouTube opinion?
- Best way to create an audience for your content?
- Recommended Youtube tools?
- Services offered by Channel Fuel
- Advice for brokers looking to record videos for YouTube
Visit Channel Fuel.
Visit Tom on Youtube.
Visit The Midnight Screening.
Listen to Tom's Podcast.
Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.
Alex and Tessa are joined by LinkedIn expert, Louise Brogan to talk through the dos and don'ts of the ever growing business social platform.
Talking points:
About Louise Brogan - LinkedIn with Louise
How to use LinkedIn effectively - From the about me and experience section to commenting on posts, LinkedIn polls and avoiding 'Broitry' plus so much more.
What services do you offer? - LinkedIn Marketing/Training/ Intensive and Private coaching
How brokers can use LinkedIn properly for business
Follow Louise on LinkedIn.
The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.
Alex and Tessa are joined by Jukka Väänänen AKA Jay from Newspage, a modernised and "reinvented" media platform based in the UK, designed to give individuals and businesses however big or small, a voice to be heard and the chance to share their story to the major news outlets.
An enlightening conversation about the world of journalism and public relations from a professional's perspective.
Talking points:
- What is Newspage?
- How does the process work?
- Writing and story telling tips
- Can anyone sign up? - Pricing
- How Newspage can help mortgage brokers and the financial services sector
Follow Jay on LinkedIn.
Brought to you from the team at The Lead Engine who specialise in lead generation.
Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.
Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven't got a Will and 99% of people with a mortgage don't have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and a LPA and normalise this through the home financing process.
Follow Michael on LinkedIn.
Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.
Alex & Tessa are back to tease your appetite ahead of the next episode, this time with guest, Michael O'Brien who talks about his new Wills and Estate Planning referral service.
From the team at The Lead Engine
Alex and Tom join Tessa to talk all about landing pages for part 1 of the first TLE team episode of 2023!
Key points:
- What is a landing page?
- What is the most important part of a landing page?
- What should you not do/what should you do on a landing page?
- PPC - Google Quality scores
The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.
In this awesome episode of the ABC Podcast, Cindy Ertman gives several tips and advice on how to "Level Up Your Life," Knowing one self's 3 Core Strengths, the necessity of SMART Goal Planning, and how to cross the "fear bridge."
Your life does, too. Hi, I'm Cindy Ertman, CEO and Founder of The Defining Difference. My expertise as one of the nation’s Top 100 Mortgage Executives, and as one of the Top 100 Originators in the U.S. for over a decade, will help you grow your business, but my insight as a coach will transform your life well beyond your business. I will help you become the best possible leader, in every facet of your life, that you can be. I derive my coaching techniques from the intersection of a heart-centered approach to life, and a relationship-based approach to business. I believe in the power of warmth and authenticity, particularly when they are grounded in practicality.
My coaching style comes down to one defining difference: success is a choice. In fact, it’s your choice.
It’s knowing that you can turn to yourself, time and time again. And when you lose your way, I’m here to guide you with my signature problem-solving skills, that will help you transform your life from the inside out. Regardless of industry, circumstance, title, hopes or dreams—I can empower you to choose the life you want.
I coach because I believe the greatest investment we can ever make is the investment we make in ourselves. My greatest asset as a mentor are my learnings from my own journey as a high achiever, who has dealt with disconnect, burnout and losing sight of my purpose. I help clients bridge the gap between what they want and what they need. I teach by example that success is not limited to your career. Personal and professional happiness are intrinsically connected, and when you take the time to thoughtfully cultivate one, the other follows. Whichever you’re looking to start with, I am ready to begin the transformation with you.
SummitLendingUSA.com | NMLS# 1850081 | Equal Housing Lender | 816.268.4025
Want to be part of our team? Visit: SummitLendingUSA.com or email Bobby Kerr at: info@SummitLendingUSA.com
ABC Podcast
Facebook: https://www.facebook.com/alwaysbecoolpodcast
Twitter: https://twitter.com/thebobbykerr
Instagram: https://www.instagram.com/alwaysbecoolpodcast/
TikTok: https://www.tiktok.com/@thebobbykerr
YouTube: https://www.youtube.com/@alwaysbecool
Summit Lending
Facebook: https://www.facebook.com/SummitLendingUSA
Twitter: https://twitter.com/SummitLendingUS
Instagram: https://www.instagram.com/summitlendingusa/
LinkedIn: https://www.linkedin.com/company/summitlendingkc/
YouTube: https://www.youtube.com/user/loantipskc
In this episode Megan Marsh joins Shane and KT to share her journey of empowering mortgage professionals with expert knowledge and training. Megan also discusses her passion for helping others, creating multiple income streams, and how her Mortgage Broker Fast Track training came to be.
4:00 Megan’s journey
9:55 Helping others in the industry
13:54 Knowledge is power
16:20 Broker fast track
20:15 Replace want with should
23:45 Value of coaching & community
Takeaways:
This business isn’t easy and if you are here today, then you will be in it for the long haul.
If you stop trying, then it never is going to work.
Do some soul searching to find out what you really love about working in the mortgage industry.
This is a great industry to develop multiple income streams.
Going broker, going to retail, changing companies really doesn’t matter if you aren’t doing the research and moving too fast to make the right decision.
It can be quite complicated to open up a brokerage. Mortgage Broker Fast Track is built to speed up the process without sacrificing knowledge.
Quotes:
“This is a business for entrepreneurs.”
“I just couldn’t fit in to a box where I had to completely follow the rules.”
“I had to do some soul searching on why I loved this industry and I discovered that it was because I loved solving peoples problems when I did their mortgages.”
“If you haven’t equipped yourself with knowledge, you’re going to make the wrong call even if it is the right company.
“Mortgage Broker Fast Track is a digital online course that has 6 modules that cover different areas.”
“There are things you want to do and then there are the things you should do.”
Show Links:
Community Platform: www.BecomeNL.com
Strategy Call: www.NLStrategyCall.com
Mortgage Broker Fast Track: https://www.thecolablife.com/
Social Media:
Facebook - https://www.facebook.com/NextLevelLoanOfficers/
YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
On this final episode of 2021, Jason Frazier joins Kellen Vaughn to talk about the mindset of a mortgage difference maker. The guys also discuss the recent Next Level Mastermind in Dallas along with the ONE thing that Loan Officers should start doing today that will reap rewards tomorrow.
3:30 Consumer First Mindset
5:40 Be a difference maker
11:50 Building blueprints
16:50 Number one opportunity
Quotes:
“You can help everyone!”
“It is time to break down the barriers of thinking that sales is different than marketing.”
“The consumer journey is no longer linear.”
“This work isn’t easy. If you’re in this business for legacy, it is going to be hard work.”
“Once you understand where your expertise is and where you can help the most people, you triple down on that blueprint.”
“The greatest opportunity for loan officers right now is Youtube.”
Key Takeaways:
A loan officer getting to the consumer first is beneficial for everyone, including the agent.
Build a strong referral network so you can help as many people as possible, even if you are helping them to go somewhere else.
Sales, marketing, being an advisor, and education is all the SAME.
The more you understand about your ideal customer, the easier your marketing is and the better your conversions will be.
Don’t market to consumers that you don’t have expertise in helping.
Stop doing content that consumers don’t care about.
Links:
Next Level Loan Officers - www.BecomeNL.com
Loan Officer Events - loanofficerevents.com
Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h
Social Media:
Facebook - https://www.facebook.com/NextLevelLoanOfficers/
YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/
Text the word: nextlevel to 36260 to download our app
On this episode Shane, Sean, Kellen, and Kenneth discuss the things in your business that will take you from good to great. The coaches also discuss focusing on appreciation is always a good thing and how adaptability will be your superpower in 2022.
2:00 The mastermind
4:15 The one thing
8:30 Appreciation
11:00 Complexity hurts business
14:50 Refining your staff
16:00 You have to be able to adapt
Quotes:
“Too many people are spending 2020 money without focusing on what makes them successful.”
“The key is to appreciate people all of the time.”
“The enemy of great is good and the enemy of execution is complexity.”
“You have to be adapting and preparing for change.”
Key Takeaways:
End-of-the-year masterminds are a great way to hit reset and get focused on the new year.
Make sure appreciation is at the top of the list for your business development strategy.
Being a giver with your team can lead to people taking advantage of it which will affect your culture.
When running a team, you need to make sure you have the right people in the right job doing the right things at the right time.
Links:
Next Level Loan Officers - www.BecomeNL.com
Loan Officer Events - loanofficerevents.com
Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h
Social Media:
Facebook - https://www.facebook.com/NextLevelLoanOfficers/
YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/
Text the word: nextlevel to 36260 to download our app
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