Brokers know lead generation is key—no leads, no deals, right? But there's a phase often overlooked: the gap between pre-approval and full approval.

What if we told you, this is where the real magic happens.

That it’s not just about getting pre-approval and stepping back, it's about actively guiding clients until they purchase their property. 

In this week’s episode of the Mortgage Broker Acceleration podcast James Veigli and  Ash Playsted delve into this often-neglected phase, shedding light on the power of supporting clients beyond pre-approval and boosting conversion rates.

Tune in for actionable insights and strategies. 

The Key Questions 

• What are the risks of leaving clients unsupported during the pre-approval and full approval stage? 
• What is the CARE model and how does this boost conversions?
• Why is it crucial to master this stage and become the broker of choice? 

What You’ll Discover 

• Learn why the period between pre-approval and full approval is important and how you can actively support clients to ensure better outcomes. (0:23) 
• Delve into the CARE model and how it forms the backbone of tailored workflows designed to cater specifically to clients' needs. (3:01)
• Explore methods to guide clients through their journey and accelerate conversions. (15:32)

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!