Brokers today have a plethora of tech solutions that promise to enhance efficiency and profitability. In many cases, it makes total sense to reap the time savings they provide. However, many brokers indiscriminately jump on tech solutions to solve their immediate problems.

In episode 60 of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the ideal approach to technology. They explain why brokers need to approach it strategically. As paper babies in an increasingly digital world, they are well aware of technology’s pros and cons. Tune in to learn how to make sure that all the tech you invest in ultimately works for you and your business.

The Key Questions

• Is technology causing younger brokers to lose sight of the bigger picture? (6:34)
• What are the mistakes that brokers make when trying to implement new tech solutions? (8:34)
• What should tech-savvy brokers look out for when choosing tech solutions? (13:24)
• What should brokers take into consideration when investing in tech solutions? (18:15)
  
  

What You’ll Discover

• How the idea of technology being the solution for everything can be dangerous (3:14)
• The analogy of being a kid in a candy store (7:02)
• How sales/people brokers and business/tech brokers should approach technology (10:24)
• A tip for all-rounded brokers who are good with people and technology (15:56)
  
  

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!