Afleveringen
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Today's episode is very special becasue Tara Borle is not only the best Mortgage Broker, she's the best human being. Team Leader of the best team in Western Canada- Team Borle shares her do's and don'ts. Tara shares the story about how she gt into this business, where she started and where she is now. Hint.. she started at the bank. Let this story inspire you in 2024!
If you're interested in joining or team reach out:
[email protected]
For more info on Velocity- the awesome submission platform and CRM- https://newton.ca/velocity/
More info on the app I couldn't live without- https://canadianmortgageapp.com/ -
In this episode, we venture into the exciting realm of commercial brokering with a focus on the fascinating niche of 'Owner-User Financing,' featuring guest Jordan Gorgounis from Impact Commercal.
Join us as we explore Jordan's journey in the commercial real estate world, delving into the challenges, triumphs, and valuable lessons he has encountered along the way. We candidly discuss the intricacies of owner-user financing, uncovering its unique advantages and potential pitfalls.
Thank you to our sponsers!
https://canadianmortgageapp.com/
https://newton.ca/velocity/
Reach out! [email protected] -
Zijn er afleveringen die ontbreken?
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Should You Incorporate?
Join our podcast as we explore the world of mortgage broker incorporation with special guest Ed Rempel. Discover the optimal timing for incorporating your business and the benefits of a holding company. Learn whether it's better to pay yourself a salary or dividends and avoid common mistakes made by business owners. Gain insights into investment options for your corporation, including RRSPs and TFSAs. Don't miss this episode packed with expert advice on tax deferrals, benefits, and investing for mortgage brokers. Tune in now and unlock the secrets to financial success in the mortgage industry.
For More information check out Ed's Blog's on the topic:
Your Incorporation What you need to Know
Thank you to our Amazing Sponsors!
Canadian Mortgage App
Newton-Velocity -
In this episode, we have the pleasure of hosting Cheryl Dawson, an esteemed Leadership Coach with an impressive track record. Cheryl has dedicated her career to empowering women in senior leadership roles as they navigate male-dominated industries. With her 20 years of experience, spanning from front-line positions to VP roles, Cheryl brings a wealth of knowledge and insights to the table.
Cheryl shares insights on building meaningful connections with clients and peers. Discover the power of effective communication, setting goals, and recognizing the value of your team. Uncover strategies for engaging clients beyond social media and learn how to navigate leadership challenges with confidence. Tune in to gain practical tips for establishing credibility and fostering relationships that drive success. Perfect for newcomers and aspiring leaders in any industry. Let's start engaging and leading together.
Cheryl Dawson: https://www.linkedin.com/in/cheryl-dawson-mba-2595b511b/?originalSubdomain=ca
Thank you to our sponsors!
https://canadianmortgageapp.com/
https://newton.ca/velocity/
[email protected] -
In this episode, we dive deep into an innovative financial strategy, with renowned expert Ed Rempel (CPA, CMA, CFP, Wise Guy). Unlocking its potential, Ed walks us through the foundations and mechanics of The Manoeuvre, empowering mortgage brokers to guide clients in converting non-deductible mortgage debt into tax-deductible investment debt using readvanceable mortgages. Addressing common concerns and emphasizing the importance of collaboration with other financial professionals, this episode equips brokers to effectively communicate the strategy's risks and benefits, positioning them as trusted advisors who can propel their clients towards accelerated wealth accumulation and tax optimization.
For more info:
https://edrempel.com/smith-manoeuvre/
Ed's Podcast: Unconventional Wisdom Podcast with Ed Rempel
https://edrempel.com/podcasts/
Sponsors:
https://canadianmortgageapp.com/
https://newton.ca/velocity/ -
Welcome to the latest episode of our podcast! In this episode, we have the pleasure of chatting with Monika Adams, a Social Media Marketing Expert who has a wealth of knowledge and experience in the field. Monika shares her expertise on Instagram strategies that can help you gain clients and referral partners.
As social media continues to play a major role in today's business world, it's crucial to understand how to leverage platforms like Instagram to grow your business. Monika provides insights on how to use Instagram to build relationships and trust with potential clients, as well as how to identify and engage with referral partners who can help expand your reach.
Whether you're a business owner, entrepreneur, or marketer, this episode is packed with valuable tips and strategies that you can apply to your own Instagram marketing efforts. Don't miss out on this opportunity to learn from a true expert in the field!
Monika Adams- https://monikasocial.com/
on IG:@monikasocial
Podcast: https://open.spotify.com/show/4APU7HUX1O1QSPG3RsXVei?si=cffd2683d89e40e6
Canadian Mortgage App- https://canadianmortgageapp.com/
Velocity- https://newton.ca/velocity/ -
In this episode, Jamie sits down with negotiation expert Fotini Iconomopoulos to discuss the art of negotiation and how it can be applied to the mortgage industry. Fotini shares tips on how to effectively negotiate with lenders, clients, and industry partners including preparing for the negotiation, understanding their perspective, and knowing your own limits. They also discuss common negotiation pitfalls and how to avoid them. Whether you're a seasoned mortgage broker or just starting out, this episode is full of valuable insights on negotiation that you won't want to miss.
Fotini: https://ca.linkedin.com/in/fotiniiconomopoulos
Thank you to our sponsors!
The Canadian Mortgage App: https://canadianmortgageapp.com/
Velocity/ Newton: https://newton.ca/velocity/?utm_source=ROSE&utm_medium=GG_S01&utm_campaign=A&gclid=CjwKCAjw6IiiBhAOEiwALNqncbZLuqLhoHgRBTZGzTJBUm0H_oDsnjoJBYGRfDZ-oCGQcb6qMt5TcxoCOOwQAvD_BwE -
In today's episode, the one and only Dustan Woodhouse shares his strategies for making it in the industry, even during slow times. Dustan is the President of Mortgage Architects now, but he actually started as a broker back in 2008 during an economic recession. That didn't stop him from funding 95 files in 2009, so there's a lot we can learn from his experience. Dustan has literally written the book on brokering (three to be exact-Be The Better Broker Volumes 1,2 &3) and has delivered dozens of presentations, all-day workshops, small mastermind sessions, and hundreds of 1:1 coaching calls with Brokers and Agents alike. Dustan has a comprehensive understanding of what it takes not only to survive, but to thrive in this industry, so I hope you enjoy this episode.
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Thank you to everyone who has joined us on the first-year journey of How to be a Mortgage Broker.
We appreciate your support!
The next Season (Starting January 2023) is going to be a little different, more on that soon! -
In this special episode, Jenn and Jamie visit the Homebuyer process from start to finish. Is now a good time to buy? Can I quit my job now that we have a firm commitment? All these questions and more are answered.
This is a great one to share with first-time homebuyers who are wanting to learn more about the process.
If you would like to be featured on the show, or if you have comments/ suggestions please email [email protected] -
This episode is with the FANTASTIC Jill Moellering. Jill speaks to her experience as a mentor, so this is great for new agents and those more experienced individuals who are considering taking on a mentorship role.
If you are interested in attending her highly anticipated Underwriter course, please follow the link below:
https://www.jillmoelleringmortgages.com/event-details/the-mortgage-nerd-2 -
In this episode, we have special guest Matt Imhoff on to discuss all things Pre-Payment Penalties. Matt has developed a course specifically for brokers that gives us the skills we need to expertly advise our clients on these potentially massive (and often avoidable) penalties.
If you want to learn how to decipher prepayment penalty calculations and maximize your value for clients, listen carefully for the promo code! Matt has offered our first 100 listeners $30 off his course at the end of February!
https://meticulousmortgages.ca/rising-rate-course-for-mortgage-brokers/?utm_campaign=raterise&fbclid=IwAR197kkk5XLJegV5nxfT6t4phSupD9hQO2uq7KG6aLIuSbz0cPc2r680h-A
If you have questions or would like to be featured on an episode you can reach us at [email protected] -
In today's episode, we dive deep into the ins and outs of all things credit with the undisputed Canadian Credit Guru Richard Moxley. This episode is not to be missed!
If you have further questions for Richard, his email is: [email protected]
If you would like to be featured on the show, or if you have comments/ suggestions please email us at [email protected] -
In today's bonus episode Jenn and Jamie discuss goal setting. Have you already set your goals for 2022? How are they going? January is almost through, so now is a great time to evaluate the plans you've already made, or set yourself up with SMART goals for the rest of the year.
If you would like to be featured on the show, or if you have comments/ suggestions please email us at [email protected] -
How do we market ourselves as Mortgage Agents? In today's episode, we cover all things from Social Media to bus bench ads. We discuss automating your posts, volunteering, and community outreach.
If you would like to b featured on the show, or if you have comments/ suggestions please email us at [email protected] -
Today's episode is all about Jamie's first 5 Million.
Find out how she completed 15 files in her first 5 months. The mistakes she's learned from and how she will avoid making them again in the future.
If you would like to be featured on the show, or if you have comments/ suggestions please email us at [email protected] -
In today's episode, Jenn and Jamie discuss the questions you need to ask when pre-qualifying a client. We talk about how to overcome newbie jitters and why it's so important to get applicants supporting documents upfront.
Links:
Sanctions countries-
https://www.international.gc.ca/world-monde/international_relations-relations_internationales/sanctions/current-actuelles.aspx?lang=eng
If you have any questions, comments, or have ideas for upcoming episodes please reach out. [email protected] or [email protected] -
In today's episode, Jenn and Jamie discuss the things you can do while you wait for your licensing and registration to be done. Right now, it can take up to 8 weeks for your license to be processed so it's important not to lose momentum at this stage. There are still several things you can be doing to prepare.
Some of the CRM's mentioned in this episode are:
https://blumortgage.ca/
https://www.gomaxsolutions.com/
Velocity CRM- This is for if you use Velocity for Apps
Not mentioned:
https://monday.com/
https://mailchimp.com/
https://www.finastracanada.com/filogix-expert/
Thank you for listening, if you have any questions, suggestions or comments please send us an email: [email protected] or [email protected] -
This episode is all about Choosing or Changing Brokerages. We discuss the questions you should ask, and what you can expect throughout the process.
For a list of questions to ask please send us an email: [email protected] -
In today's episode, we cover the tips and tricks you need to pass the Mortgage Broker Exam.
For more information on the BC Mortgage Broker Course visit: https://www.sauder.ubc.ca/programs/real-estate/licensing-registration-courses/bc-licensing-courses/mortgage-broker-licensing
For more information on the Alberta Mortgage Broker Course: https://www.reca.ca/licensees-learners/educational-material/pre-licensing-education/
For More information on the Ontario Mortgage Broker Course visit: https://www.remic.ca/
To Submit an Equifax Consumer Investigation email: [email protected] or call 1-877-227-8800 so they will send you a one-time email link form.
If you have questions or ideas for the show, please send us an email.
[email protected] - Laat meer zien
