How to Be a Mortgage Broker

How to Be a Mortgage Broker episodes:

• 01.02.2024

  E21- The GOAT Tara Borle Alberta Mortgage Broker of the YEAR

  Today's episode is very special becasue Tara Borle is not only the best Mortgage Broker, she's the best human being. Team Leader of the best team in Western Canada- Team Borle shares her do's and don'ts. Tara shares the story...

  
• 07.20.2023

  E20- Exploring Commercial Brokering

  In this episode, we venture into the exciting realm of commercial brokering with a focus on the fascinating niche of 'Owner-User Financing,' featuring guest Jordan Gorgounis from Impact Commercal. Join us as we explore Jordan's journey in the commercial real...

  
• 06.28.2023

  E19 Your Corporation

  Should You Incorporate? Join our podcast as we explore the world of mortgage broker incorporation with special guest Ed Rempel. Discover the optimal timing for incorporating your business and the benefits of a holding company. Learn whether it's better to pay...

  
• 06.02.2023

  E18 Engage & Lead with Cheryl Dawson

  In this episode, we have the pleasure of hosting Cheryl Dawson, an esteemed Leadership Coach with an impressive track record. Cheryl has dedicated her career to empowering women in senior leadership roles as they navigate male-dominated industries. With her 20...

  
• 05.19.2023

  E17 Mastering Equity Conversion Strategy with Ed Rempel

  In this episode, we dive deep into an innovative financial strategy, with renowned expert Ed Rempel (CPA, CMA, CFP, Wise Guy). Unlocking its potential, Ed walks us through the foundations and mechanics of The Manoeuvre, empowering mortgage brokers to guide...

  
• 05.03.2023

  E16- Social Media Marketing Instagram with Monika Adams

  Welcome to the latest episode of our podcast! In this episode, we have the pleasure of chatting with Monika Adams, a Social Media Marketing Expert who has a wealth of knowledge and experience in the field. Monika shares her expertise...

  
• 04.21.2023

  E15- Negotiation Strategy with Fotini Iconomopoulos

  In this episode, Jamie sits down with negotiation expert Fotini Iconomopoulos to discuss the art of negotiation and how it can be applied to the mortgage industry. Fotini shares tips on how to effectively negotiate with lenders, clients, and industry...

  
• 11.24.2022

  E13- Dustan Woodhouse

  In today's episode, the one and only Dustan Woodhouse shares his strategies for making it in the industry, even during slow times. Dustan is the President of Mortgage Architects now, but he actually started as a broker back in 2008...

  
• 11.24.2022

  E14- Season Finale

  Thank you to everyone who has joined us on the first-year journey of How to be a Mortgage Broker.  We appreciate your support! The next Season (Starting January 2023) is going to be a little different, more on that soon!

  
• 03.29.2022

  E12- Homebuyers Guide

  In this special episode, Jenn and Jamie visit the Homebuyer process from start to finish. Is now a good time to buy? Can I quit my job now that we have a firm commitment? All these questions and more are...

  
• 03.21.2022

  E11- Mentoring with Jill Moellering

  This episode is with the FANTASTIC Jill Moellering.  Jill speaks to her experience as a mentor, so this is great for new agents and those more experienced individuals who are considering taking on a mentorship role.  If you are interested in...

  
• 02.14.2022

  E10- Mortgage Pre-Payment Penalties with Matt Imhoff

  In this episode, we have special guest Matt Imhoff on to discuss all things Pre-Payment Penalties. Matt has developed a course specifically for brokers that gives us the skills we need to expertly advise our clients on these potentially massive...

  
• 01.31.2022

  E9- The Credit Game with Richard Moxley

  In today's episode, we dive deep into the ins and outs of all things credit with the undisputed Canadian Credit Guru Richard Moxley. This episode is not to be missed! If you have further questions for Richard, his email is: [email protected] If...

  
• 01.24.2022

  E8- Goal Setting for Mortgage Brokers

  In today's bonus episode Jenn and Jamie discuss goal setting. Have you already set your goals for 2022? How are they going? January is almost through, so now is a great time to evaluate the plans you've already made, or...

  
• 01.17.2022

  E7- Marketing for Mortgage Brokers

  How do we market ourselves as Mortgage Agents? In today's episode, we cover all things from Social Media to bus bench ads. We discuss automating your posts, volunteering, and community outreach.  If you would like to b featured on the show,...

  
• 11.29.2021

  E6- Jamie's Journey to the First 5 Million

  Today's episode is all about Jamie's first 5 Million. Find out how she completed 15 files in her first 5 months. The mistakes she's learned from and how she will avoid making them again in the future.  If you would like to...

  
• 11.15.2021

  E5- The Pre-Qualification Process

  In today's episode, Jenn and Jamie discuss the questions you need to ask when pre-qualifying a client. We talk about how to overcome newbie jitters and why it's so important to get applicants supporting documents upfront.  Links: Sanctions countries- https://www.international.gc.ca/world-monde/international_relations-relations_internationales/sanctions/current-actuelles.aspx?lang=eng If you have any...

  
• 11.01.2021

  E4- Proactively Awaiting Your License

  In today's episode, Jenn and Jamie discuss the things you can do while you wait for your licensing and registration to be done. Right now, it can take up to 8 weeks for your license to be processed so it's...

  
• 10.25.2021

  E3- Choosing or Changing Brokerages

  This episode is all about Choosing or Changing Brokerages. We discuss the questions you should ask, and what you can expect throughout the process.  For a list of questions to ask please send us an email: [email protected]

  
• 10.17.2021

  E2- How To Prepare For The Exam

  In today's episode, we cover the tips and tricks you need to pass the Mortgage Broker Exam.  For more information on the BC Mortgage Broker Course visit: https://www.sauder.ubc.ca/programs/real-estate/licensing-registration-courses/bc-licensing-courses/mortgage-broker-licensing For more information on the Alberta Mortgage Broker Course: https://www.reca.ca/licensees-learners/educational-material/pre-licensing-education/ For More information on the...

  
• 10.08.2021

  E1- Is Mortgage Brokering For You?

  In this episode, we'll cover the important qualities you need to be a successful Mortgage Agent. Based on a survey of successful agents, we discuss the importance of the top 6 attributes.  From this, we hope that you can learn your...

  
• 10.07.2021

  E0- Welcome to the Podcast

  This trailer episode is a sneak peek into the upcoming season. We share our inspiration for starting the show, what you can expect in upcoming episodes of Season 1, and a little bit about who the show is for! If you...