I Love Mortgage Brokering

652: What If You’re Not Failing—You’re Just in the Wrong Role? - Jason Williams


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What if the part of your job you hate is the very thing holding you back?

Jason Williams joined the mortgage industry like many do—with big dreams of flexible hours and hefty commissions. But after two years of grinding through cold calls and chasing leads, he was ready to walk away… until he discovered a different lane.

In this episode, Jason shares how he flipped the script, dropped sales altogether, and built a thriving business doing what most brokers dread: backend fulfillment. From rock bottom to $100K on his own terms, this is a story about reinvention, finding your niche, and why the smartest move might be stepping off the front lines.

 

🔑 Key Takeaways

  • Pivoting isn’t failing—it's often the smartest strategy.
  • There’s massive demand for back-end support in the mortgage industry.
  • You can build a six-figure business without being client-facing.
  • Working in your "zone of genius" can 10x both results and fulfillment.
  • Being full-time support can be just as entrepreneurial as being front-line.

  • 🧭 Topics Covered

    • Jason’s transition from truck driving to mortgages
    • The “sales fantasy” vs. the hard reality
    • How burnout led him to uncover his sweet spot
    • Building a business around fulfillment and compliance
    • The Matchmaker Program and how it helped him launch fast
    • The freedom of building a career that fits your life (and family)

    • 🧰 Tools, Names, and Resources

      • BRX Mortgage & Matchmaker Program
      • Jason's assistant business: [email protected]
      • Why BRX 
      •  

        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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