This week's guest on BEHIND THE BROKER is Kelly Mann. Kelly shares her journey in finance and mortgage lending. From building client relationships to navigating technological shifts, discover essential tips for thriving in the ever-evolving mortgage landscape.

Click here to connect with Kelly on LinkedIn

Questions or Feedback? don't hesitate to reach out!

⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!

Today's episode focuses on our approach to annual business planning. We'll discuss our methods, highlight key components, share templates, and forecast our upcoming annual meeting.

If you are a part of A Better Way Mortgage Group, we highly suggest you listen to this episode!

Questions or Feedback? don't hesitate to reach out!

⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!

We are continuing with our Behind The Broker series.

Today we welcome Alex D'Angelo, one of our top brokers, who has an interesting path going from banker to broker.

He shares insights into his time blocking and what helps him succeed.

Click here to reach out to Alex!

Questions or Feedback? don't hesitate to reach out!

⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!

Today we're thrilled to introduce BEHIND THE BROKER, a new series spotlighting the remarkable brokers within a better way mortgage group.

This series will explore each broker's journey, strategies, and insights. Each episode will provide you with tools and practical tips.

In episode one, we are joined by Vik Sahi. He leverages his powerful relationship-building tactics to deliver an astounding client experience!

Click here to learn more about Vik Sahi

Questions or Feedback? don't hesitate to reach out!

⁠⁠Find out more about A Better Way Mortgages by clicking here!

We prepare for FINTRAC, the new AML-ATF Regulations, and what mortgage brokers NEED to know!

These are big changes and joining us to discuss this episode is Dave Teixeira, Executive Vice President of Operations at Dominion Lending Centres.

This episode was filmed before October 11, which was the date these changes took place.

⁠CLICK HERE to connect with Dave Teixeira⁠

Questions or Feedback? don't hesitate to reach out!

⁠Find out more about A Better Way Mortgages by clicking here!⁠

This is the final step of The Perfect Loan Process. Today we will discuss going from Broker Complete to Funded.

The Perfect Loan Process is a comprehensive process we developed. Dive into the entire process 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

⁠Part 5 - Planning & Strategy Session⁠

Part 6 - Live Deal and to Approved Stage

⁠⁠Find out more about A Better Way Mortgages by clicking here

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