Business tips

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It’s super easy as a mortgage broker or loan writer to get ‘tunnel vision’. The work load, the compliance load, the client load - it’s a lot.  So getting through the ‘work’ can easily see you maintain lazer focus on the numbers, not necessarily looking broader at the activity that drives those numbers.  And it’s [...]

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“Ruan is experienced, passionate and compassionate. What a package! Working with him has been a pleasure. His guidance and support has helped with our vision and strategy and you can’t help but be high energy when he’s around.” - Marlies Hobbs What Is A State Of Play Session?    One of my favourite sayings is [...]

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What Are The Five C's That Make A Successful Broker? Designed for Brokers, made by Brokers. June 1st, 2022 This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations [...]

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How Do You Know When You're Ready To Grow Your Team? Designed for Brokers, made by Brokers. May 18. 2022 This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very [...]

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Hands up - Who would love two more appointments next week?   Two more appointments means more work, more client meetings, more applications, more approvals, more after-care and sure, more money.  If you want more, you must work more. It’s the nature of our industry.  There are a lot of people who say “work smarter [...]

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Interest rates and cashback offers - do you understand them or do you sell them?  With so many variables to how a client sees an incentive that pushes them to take action, it must be your responsibility as a mortgage broker or loan writer to intimately understand the lender’s incentives as well as their short [...]

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Should I Recruit Admin Staff Locally Or Offshore? Designed for Brokers, made by Brokers. May 4. 2022 This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all [...]

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How Do You Handle Loan Declines? Designed for Brokers, made by Brokers. April 20. 2022 This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all relationships.  THIS [...]

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As a mortgage broker or loan writer, you’re dealing with an unprecedented number of clients, increased client expectations, more compliance conditions than our industry has ever seen and the emergence of digital lenders….it can all be a little overwhelming. Especially if you are yet to embrace technology as your friend in business.  Firstly, let’s put [...]

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Our industry is rapidly advancing, and to stand out and succeed as a mortgage broker or loan writer, you must commit yourself to excellence. Simply; The Broker Journal™ lets you do just that.  Firstly, What Is The Broker Journal? The exercise program for finance professionals – The Broker Journal™ is designed to kickstart your broking […]

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