The Mortgage Broker Podcast

Today we are diving into the LIVE DEAL to APPROVED STAGE. Everything that happens from the minute we know we have a live deal, accepted offer in a purchase or refinance ready to move forward, right until the approved stage.

Part 1 - The Perfect Loan Process⁠

⁠Part 2 - Lead Consultation Process⁠

⁠Part 3 - Document Collection & Pre-Review Process⁠

⁠Part 4 - Review Summary and Strategy Process⁠

Part 5 - Planning & Strategy Session

⁠Find out more about A Better Way Mortgages by clicking here⁠

Today we are jumping into the Planning & Strategy Session portion of our Perfect Loan Process Series!

Jump into the entire series by clicking below!

Part 1 - The Perfect Loan Process

Part 2 - Lead Consultation Process

Part 3 - Document Collection & Pre-Review Process

Part 4 - Review Summary and Strategy Process

Find out more about A Better Way Mortgages by clicking here

This is a continuation and Part 4 of our Perfect Loan Process.

Today we are focused on the review stage and the strategy that comes along with that. This is where the file starts to unfold and the opportunity for the client is found.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here

Today's episode will summarize the Mid-Summer ABW Mastermind event for mortgage brokers. Hosted over Zoom, it focused on enhancing client engagement, streamlining processes, and planning for future growth. After listening, let us know what you think with a review!

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here

Continuing our Perfect Loan Process series, today we go over Document Collection & Pre-Review Process.

Enjoyed this episode? We would love to hear a review from you!

⁠To catch up CLICK HERE to watch part 1.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here

This is the second episode in our Perfect Loan Process series. This episode will be an overview of the Lead Consultation Process. How is a lead received? How do we track and manage leads? We'll answer this and more!

To catch up CLICK HERE to watch part 1.

Enjoyed this episode? We would love to hear a review from you!

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here

This is our first lender episode! We welcome Pierre Martin, Vice President, Residential Mortgage Lending at Home Trust Company

We discuss the future landscape of alternative lending, default rates, AI utilization, and much more!

Click here to connect with Pierre!

Episode 11 is a special one, as we had the pleasure of sitting down with our partner in Ontario, Joe Sammut. Joe's distinguished career in the Canadian mortgage industry brings a wealth of experience and insights to this episode. We also discuss A Better Way Mortgage Group's recent launch of a new location in Ontario and explore the exciting opportunities in that market.

Check out Joe's website by clicking here!

Don't miss out on this engaging conversation!

This week we take you to an event we co-hosted with Equitable Bank. It was our Reverse Mortgage Seminar, which saw 70 brokers from A Better Way listen to our keynote speaker, Dan Hultquist. Dan is the author of Understanding Reverse and Navigating Reverse.

Enjoyed this episode? We would love to hear a review from you!

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here

Today we jump into the perfect loan process. This is something we spent a lot of time building and implementing.

Enjoyed this episode? We would love to hear a review from you!

⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here