On a scale of 1 to 10, with 10 being the highest, how optimised are your workflows? You see, having an optimised workflow is essential for a growing mortgage broking business. In fact, we daresay it’s crucial for any growing business in any industry! When you optimise your workflows, you streamline your broking business’s processes. And this makes it faster and easier for you to take out a loan—with the most favourable conditions—for your clients.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted detail exactly what you need to do in order to optimise the workflows for your mortgage broking business. They also share a better way of setting benchmarks and KPIs. Tune in to learn more.

The Key Questions

• How can brokers know if they’re optimising their workflows enough? (1:38)
• How many minutes or hours should a loan take to go through a broker’s business system? (3:19)
• Why should brokers optimise my workflow? (5:20)
• How can brokers create a culture of improvement and learning with their team? (17:16)
  
  

What You’ll Discover

• The two things we’re optimising for in a mortgage broking business (6:37)
• The best way to set benchmarks for your workflows (10:00)
• Why you shouldn’t forget about the bigger picture (14:49)
• How to map out your workflow (16:23)
  
  

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!