I Love Mortgage Brokering

651: How 3 Brokers Built a Scalable Business, Together - Jason Small


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When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country.

In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast.

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    🎯 Key Takeaways

    • Jason’s transition from restaurant manager to full-time mortgage broker
    • How he doubled his business year-over-year through disciplined outreach
    • The strategy behind sharing a full-time underwriter across three brokers
    • Why mapping a unified client journey was critical to success
    • How tools like MyBroker Pro and TextExpander drive efficiency and consistency
    • 📚 Topics Covered

      • Transitioning industries and building a new career from scratch
      • Realtor lead generation and the power of cold calling
      • Building systems and scaling a brokerage team
      • Hiring, onboarding, and collaborating across time zones
      • Automation tools and CRM customization for client experience

      • 🛠️ Names, Tools & Frameworks Mentioned

        • MyBroker Pro (CRM system)
        • TextExpander
        • The "4 -Slide" Realtor Pitch
        • BRX 100-Day Challenge
        • ILMB FB Group
        • BRX Mortgage
        • Instagram: @jdemortgageguy

        • To connect with Jason, check out the links below: 

          Instagram

          Facebook

          https://jaythemortgageguy.ca/



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

          I Love Mortgage Brokering: www.ilovemortgagebrokering.com

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

          Subscribe to my 3-2-1 Thursday Email

          I Love Mortgage Brokering is in partnership with Ownwell. 

          To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.

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