Routines. Energy Management and Mortgage Broking. 

Written by on October 1, 2021

Daily steps, daily motivations and daily actions become your new normal when you are searching for success. Why? Because success comes from small steps, practised every day.

When you set out to become a successful mortgage broker, or you’re desperate for that next level of success, ROUTINE is the name of the game. Through routine, you become the broker you know you can be and create a lasting and sustainable relationship, reputation and business in your local community.

If you’re currently frustrated with your lead flow, processes and systems then it’s time for a new routine.

Keep reading if you’re keen to learn more. 

In this article we’ll aim to cover:

  1. Why Is Routine So Important To A Mortgage Broker? 
  2. What Does Energy Management Have To Do With Routine? 
  3. How Do You Maintain Your Energy 
  4. How Does the Broker Journal™ Set Me Up For A Great Routine?

Why Is Routine So Important To A Mortgage Broker? 


Establishing a healthy routine that allows you to work towards your big goals is beneficial to most client and service provider businesses. Specifically for mortgage brokers and loan writers routine allows you to manage your time, energy and business at a much more professional and successful level.  

Routine allows you to create a healthy pipeline of clients, a hefty referral business and it allows you to convert more opportunities. Ultimately creating [and sticking to] a routine allows you as a mortgage broker to have a healthier work/life balance and enjoy your business more!

The sweet spot is when your routine becomes second nature and you move from scrambling to smooth sailing. 

What Does Energy Management Have To Do With Routine? 


Your energy is powerful. The way you show up every day for yourself, your family, your team and your clients has a HUGE impact on your results. You know this already if you have a week where you’re feeling run down, tired and can’t be bothered to “do” life. Guess what, next week and the week after you pay for it big time.

Before you know it, you’re way off track and scrambling to catch up. The highs and lows of the roller coaster that is life become a lot harder to manage with low energy. And you can kiss goodbye to those big goals because you won’t be motivated to achieve them.

How Do You Maintain Your Energy

So how do you keep your energy high and give yourself the tools to achieve these big goals?


  • Get enough rest and sleep (you physically can’t work without it).
  • Set audacious goals with realistic milestones.
  • Reward and celebrate the small steps on your path to success.
  • Cultivate a mindset of thanks and gratitude.
  • Listen to your gut. If you need more time off, more time with family, more time socialising so you can be 100% at work the next day, then do it. 
  • Watch what you’re consuming. Food, booze, Netflix, it all can affect your energy. 
  • Feel the sun, the ocean, the grass. The earth can energise us more than we know. 
  • Be kind to yourself. If you have a day or two that the routine flies out the window, it’s ok – we’re all only human! Get back into it and reset.

How Does the Broker Journal™ Set Me Up For A Great Routine? 

When you sign up to the Broker Journal™ we give you the routine to follow! It’s that simple. We’ve done the hard work, you can take this system and use it every day to become the broker, loan writer and business owner you know you can be. The tools, tips, insights and systems we present to you via your online learning hub are based on years of experience as a successful business owner and knowing what is needed to achieve success in this industry.

The Broker Journal™ gives you the road map to follow so the guesswork is taken out of your weekly, monthly and yearly business plan.

It’s a guide to walk you through step-by-step what you can do each week to authentically grow and build a stellar mortgage broking or loan writer career. With the Broker Journal™ you gain; Broker insights, activity sheets and valuable tips on how to do business better. You’ll enjoy better routines, behaviours and outcomes. So, whether you’re a new broker looking for answers on how to build your portfolio or a seasoned pro looking for that next step, you will gain invaluable insights from the Broker Journal™. 

For more information click here. Sign up today to become a better broker tomorrow. It’s that simple! For just $2 a day it’s a no-brainer. Plus, if you’re a MFAA or FBAA Member, they are accrediting weekly CPD points for your completed tasks as you work through the Broker Journal™

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