I Love Mortgage Brokering

631: How to Work Less and Get More Done


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How can mortgage brokers manage their time effectively while growing their business? In this episode, I share my proven time management strategy, the "Ideal Workweek," which has helped me and countless mortgage brokers stay productive, reduce stress, and achieve better work-life balance.

We will cover:

  1. The Ideal Workweek Framework – How to design a structured weekly schedule to maximize productivity.
  2. Time Blocking for Success – Planning work start/end times, client meetings, and personal commitments.
  3. Eliminating Distractions – Cutting out non-essential tasks to focus on what truly moves the needle.
  4. Batching Work for Efficiency – How grouping tasks and creating themed weeks can boost performance.
  5. Leveraging Ownwell for Client Engagement – A tool that helps brokers stay top-of-mind with homeowners.
  6. Want to start working smarter? Get my Ideal Workweek template and other mortgage business resources by joining my newsletter. 

    Join my newsletter!

    Ideal Workweek template

    Follow Scott on Instagram: www.instagram.com/scottpeckford/

    I Love Mortgage Brokering: www.ilovemortgagebrokering.com

    Find out more about BRX Mortgage: www.whybrx.com

     

    I Love Mortgage Brokering is in partnership with Ownwell.

    To learn more, visit ownwell.ca

     

    Here are the talking points we covered:

    • The concept of the Ideal Work Week and its benefits.
    • Steps to create an Ideal Work Week:
      • Set your start and end times
      • Determine your total weekly work hours
      • Identify key priorities
      • Eliminate low-priority tasks
      • Map your schedule
      • Incorporating essential activities like workouts, family time, and mindset practices.
      • The importance of reviewing and adjusting the schedule regularly.
      • Leveraging themes in your schedule for batching tasks efficiently.


      • In this episode of the I Love Mortgage Brokering podcast, I share my go-to strategy for mastering time management: the Ideal Work Week. I explain how this tool can help mortgage brokers create structure, prioritize essential tasks, and make room for client meetings to family time. Whether you’re overwhelmed by a packed schedule or just looking to improve efficiency, this episode will help you take control of your time and business.

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