Many brokers don't have any systems at all. And if they do, those systems are often outdated, archaic, slow, and not really working. This might be because most brokers come from a sales or entrepreneurial background. Thus, the concept of building a system seems alien and overwhelming.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain the shortcut to building an effective system for your mortgage business. It doesn’t require you to have a technical background, but it does involve some time and planning. Tune in to learn how to systemize your business smoothly and effectively.

The Key Questions

• Why are brokers generally bad at building systems? (0:47)
• How should you start systemising? (10:00)
• Why should you record your daily activities? (12:56)
• Why do you need to adopt the brick-by-brick mindset? (22:05)
  
  

What You’ll Discover

• Why you need to connect your business plan to your operation manual (4:52)
• The systems-related mental roadblock that many brokers have (8:39)
• The simple, bottom-up approach vs. the complex approach (14:19)
• Two key systemising principles (20:25)
  
  

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!