Mortgage Broker Acceleration

Simplification is the hallmark of a successful broking business. Because when processes are streamlined and simplified, they’re easy to follow and execute. This helps everyone involved in the business – mortgage brokers included – avoid unnecessary complexities and complications. It also reduces stress and promotes growth.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted encourage mortgage brokers to embrace simplicity and streamline their processes. They explain how listeners can do this and also mention several benefits it brings. Tune in to learn what those are.

The Key Questions

• Why do mortgage brokers find it difficult to streamline and simplify their business operations? (1:50)
• What are the dangers of building a business without keeping simplification in mind? (6:00)
• How do brokers end up with complicated systems that stress them? (8:10)
• How can brokers reduce the complexity in their broking businesses? (11:26)
  
  

What You’ll Discover

• The crucial role streamlining and simplification plays in helping mortgage brokers actualise their life’s dreams (3:20)
• The 80-20 rule (10:15)
• One easy way listeners can simplify their lives and businesses (13:34)
• How coaching helps business owners to streamline and simplify their operations (17:03)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

The average mortgage broker doesn't think they need a coach. So, they tend to a hire coach only when things break down in their broking business. This mentality is prevalent in the industry... and the truth is that it limits the growth and development of many mortgage brokers.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted speak about the importance of coaching for mortgage brokers. They explain what coaching actually is and discuss how it differs from teaching. They also reveal the benefits of good coaching and why every business owner needs a coach. Tune in to find out more.

The Key Questions

• Why do most mortgage brokers shy from coaching until they run into problems they can’t solve? (3:42)
• What is the difference between teaching and coaching? (4:50)
• Why does every business owner need a coach? (6:41)
• Should you dump your coach after making significant business progress? (12:12)
  
  

What You’ll Discover

• The general mindset about coaching that’s wrong (1:55)
• The best time to hire a coach (9:35)
• What good coaching should deliver (15:21)
• What coaching is and isn’t (18:10)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Setting clear goals is instrumental to the growth of a mortgage broking business. But what’s more important is for brokers to have clearly defined paths toward those goals. Because until you lock in the next step in your processes, growth phase, and other areas of your operation, you won’t achieve your business’s goals.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the importance of locking in what comes next in your business operations. They also reveal the benefits you and your business stand to gain when you “lock in next”. Tune in to find out more.

The Key Questions

• Why is knowing what comes next fundamental to your success as a broker? (1:41)
• Why should you “lock in next” when dealing with partnerships? (6:15)
• How can you “lock in next”? (12:43)
• What is “lock in next” NOT about? (20:00)
  
  

What You’ll Discover

• The importance of taking your employees along with you in business (3:09)
• Two major problems you solve when you have a clear idea of what comes next in your business processes and operation (8:00)
• How locking in next can help you lessen your clients’ worries (13:56)
• The challenge you must overcome to gain confidence and get more out of others (17:32)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

The most important hire in a broking business is probably someone mortgage brokers don’t expect. But correctly and promptly hiring this person will help catapult your broking business to greater heights. Not only will this person save you a lot of time and money but they will also save you a lot of drama when it comes to managing your broking business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted reveal who is the most important hire in a mortgage broking business – and you’ll be surprised. They also talk about why these hires truly matter. Tune in to learn more.

The Key Questions

• Who is the most important hire in a broking business? (4:13)
• What happens when you make a mistake in hiring the most important hire in a broking business? (6:15)
• When should brokers hire their most important hire? (9:46)
• How can brokers compensate their most important hires? (14:55)
  
  

What You’ll Discover

• The one thing that often seems invaluable in a broking business but makes certain clients go faster (3:57)
• Understanding the role of the most important hire in a broking business (7:57)
• The role of the most important hire in a broking business (14:16)
• Why brokers should be the “architect” of their house (16:53)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Everyone is on social media. But how exactly should mortgage brokers show up on social media? Is it necessary for you to go all-out? Should you hire an agency or build a dedicated in house team to help you out with your social media?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the impact of social media marketing on mortgage brokers. They also expound on the biggest problems of brokers when it comes to social media. And lastly, they reveal a crucial piece of advice brokers need to know about social media management. Tune in to find out what it is.

The Key Questions

• Why does social media marketing matter for mortgage brokers? (1:52)
• What should be your strategic intent for social media? (5:29)
• What is the biggest problem of mortgage brokers on social media? (10:26)
• How do brokers create/buy leads on social media? (16:28)

What You’ll Discover

• The reality of implementing social media strategies (2:26)
• The three levels of social media marketing (7:27)
• Our advice for 99% of mortgage brokers on social media (14:07)
• How mortgage brokers can dominate social media (15:01)

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

There’s a false expectation that changing aggregators will allow mortgage brokers to become more successful. It’s true that reliable aggregators can do a lot to help a mortgage broker business succeed. But they are not the solution to growing a broking business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the importance of aggregators. They also reveal what is the real solution that will help mortgage brokers build successful broking businesses. Tune in to find out what it is.

The Key Questions

• Why are some mortgage brokers not able to grow their business? (4:10)
• How can brokers find better aggregators? (8:13)
• What happens if brokers seek guidance from someone connected to an aggregator (12:25)
• What’s the danger of changing aggregators too often? (14:18)
  
  

What You’ll Discover

• Changing aggregators doesn’t make a broker better at building a business (2:42)
• The solution brokers need if they want to build their broking business (5:29)
• The first step brokers need to take to stop getting stuck in their business (11:06)
• Where brokers should really put their faith in (16:47)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Business networking groups have existed for as long as we can remember. Knowing how to spot and take advantage of opportunities in such groups can help mortgage brokers grow their business in more ways than one. So, have you mastered the art of effectively leveraging networking groups?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the two main categories of networking groups and how their differences affect the way a broker can leverage them. Also, they talk about how you can create and leverage your own networking group. Tune in to learn more.

The Key Questions

• What are business networking groups? (1:09)
• How can brokers leverage intentional networking groups (10:01)
• Can a broker build their own networking group? (12:52)
• What should be a broker’s bigger strategy? (19:32)
  
  

What You’ll Discover

• The two main categories of networking groups brokers can be part of (3:17)
• The reason why brokers join incidental networking groups (4:40)
• The bigger opportunity for brokers when they join intentional networking groups (11:11)
• Where brokers should start to scale their business (20:59)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Exceptional customer service is among the most crucial parts of doing business— especially for mortgage brokers. But did you know that you don’t have to be glued to your phone all day to provide this?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss how mortgage brokers can deliver true customer service by using the metaphor of a surgeon. They also reveal what task brokers should NOT be doing. Tune in to find out more.

The Key Questions

• What are the similarities between surgeons and mortgage brokers? (2:51)
• What is the only thing customers want out of mortgage brokers? (10:17)
• What do customers really want? (12:27)
• How can mortgage brokers stop answering phone calls? (16:44)
  
  

What You’ll Discover

• The evolution of broker professionalism in Australia (7:08)
• What customers do NOT want (9:07)
• The misconception when it comes to delivering exceptional customer service (12:02)
• The wrong way to build a broking business (13:34)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Landing a big partnership sounds like a smart thing to do. After all, it promises plenty of opportunities for growth and development. But at the same time, this partnership could drown your mortgage broking practice if you’re not well prepared for it.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted tell listeners what they should know about landing big partnerships. They expound on the dangers that such relationships could bring and how to leverage them to their advantage. Tune in to discover how to make big partnerships work for you.

The Key Questions

• Is chasing after big partnerships a smart thing to do? (2:11)
• How should you approach big partnerships? (4:47)
• Why do some big partnerships fail to be fruitful? (11:33)
• Should you chase after national partnerships now? (16:05)
  
  

What You’ll Discover

• The dangers of landing big partnerships (6:28)
• The importance of having a contingency plan (8:35)
• The ideal way to handle national partnerships (13:56)
• Why saying no to big partnerships could be the best course of action (17:27)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Sir Donald Bradman is an Australian cricketing legend who has an average test batting of 99.94. That’s an incredible record that no one has ever matched. But how did he do it? The key is that he’s passionate, driven and always practising his moves. It’s the same thing with brokers. Without those qualities, your mortgage broking business won’t excel.

In this landmark episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about the legend of Sir Donald Bradman and what broking business owners can learn from him. They discuss the evolution of the mortgage broking industry and what listeners can expect in the future. Tune in to find out how to prepare your broking business for the future and excel.

The Key Questions

• Who is Sir Donald Bradman and what makes him special? (2:20)
• What has changed in the mortgage broking industry over the last decade? (13:00)
• How can you replicate successes like Sir Bradman’s? (15:07)
• What does the future hold for the mortgage broking industry? (34:06)
  
  

What You’ll Discover

• Two qualities that can make you a winner like Sir Donald Bradman (7:22)
• The important role of a coach in the success of the modern-day mortgage broker (22:45)
• The most common question that both new and experienced brokers always ask (and the answer to it) (27:00)
• How brokers can prepare for the future (39:04)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!