Explorez tous les épisodes du podcast Commission Breath | Mortgage Broker Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| 126: From Stay at Home Mom to 90% Referral Business in 6 Years | 10 Nov 2026 | 00:26:50 | |
SPONSORS BrokerPlus is Canada's newest mortgage origination system helping brokers do everything from lead generation, AI powered client application & doc analysis, lender submissions, opportunity scanning and client communication. The product is trusted by hundreds of Canadian brokers who are moving from start to submission 70% quicker. Sign Up Here → https://brokerplus.ca/ Get 50% off your first 6 months by applying the code "CB50" at checkout. *** TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (CB) 📸 Connect on Instagram (Tom) 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify | |||
| 125: Audit & Adjust - Analyze these things before 2027 | 03 Nov 2026 | 00:26:39 | |
SPONSORS BrokerPlus is Canada's newest mortgage origination system helping brokers do everything from lead generation, AI powered client application & doc analysis, lender submissions, opportunity scanning and client communication. The product is trusted by hundreds of Canadian brokers who are moving from start to submission 70% quicker. Sign Up Here → https://brokerplus.ca/ Get 50% off your first 6 months by applying the code "CB50" at checkout. *** TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (CB) 📸 Connect on Instagram (Tom) 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify | |||
| 124: $175M/Year with only 1 underwriter (with Jason Friesen) | 20 Oct 2026 | 00:47:15 | |
In this episode, we sit down with Jason Friesen, a mortgage broker doing $175M+ in annual volume with just one underwriter. We break down how he’s built such an efficient business without sacrificing client relationships or his personal life. In this episode:
A great conversation about building a high-volume mortgage business without building a massive team or letting work take over your life. *** SPONSORS BrokerPlus is Canada's newest mortgage origination system helping brokers do everything from lead generation, AI powered client application & doc analysis, lender submissions, opportunity scanning and client communication. The product is trusted by hundreds of Canadian brokers who are moving from start to submission 70% quicker. Sign Up Here → https://brokerplus.ca/ Get 50% off your first 6 months by applying the code "CB50" at checkout. *** TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Tom) 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts | |||
| 123: Consulting, pivoting away from realtors, and more with Sean Smith & Devon Noble | 13 Oct 2026 | 00:48:06 | |
🚀 TANGO ONTARIO👇https://www.teamtango.ca/ 👉 TANGO ONTARIO 📧ontario@tangofinancial.ca 👉 Join Team Jupiterhttps://www.jupitergroup.ca/join-our-team 👉 Mortgage Income Calculator 🧮https://www.lostleads.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 122: Ranking the top lead gen strategies for brokers | 08 Oct 2026 | 00:27:27 | |
🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 121: Is building your brand a waste of time? Behind the scenes with the #1 broker on social | 22 Sep 2026 | 00:39:55 | |
🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 120: Partnering with FAs, niching down, leveraging AI and more with Jeff Mudrick | 15 Sep 2026 | 00:47:23 | |
👉 Sign Up For Rate Guard Pro Here: https://www.rateguardpro.ca/ref/tom-moffat 🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 119: Skip this episode if you like bleeding cash | 08 Sep 2026 | 00:27:56 | |
🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 118: From $18M to $135M in 3 years with Alex Shanks | 01 Sep 2026 | 00:50:01 | |
🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 117: How to find leads with Ryan Wiley | 01 Sep 2026 | 00:46:43 | |
🚀 TANGO ONTARIO👇 Lead Generation Workshop: SIGN UP HERE 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 116: We told you we'd be back | 01 Sep 2026 | 00:15:07 | |
Tango Masterclass Sign Up: CLICK HERE 🚀 TANGO ONTARIO👇 👉 TANGO ONTARIO 📧 ontario@tangofinancial.ca Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and comment below to let us know what you think! | |||
| 115: So Long, Farewell, See You Soon. | 10 Jun 2025 | 00:08:13 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In a heartfelt farewell episode, Brandon and Tom announce the strategic pause of Commission Breath after an impactful two-year run. They candidly share their decision to pivot their focus towards building Tango Ontario, marking a new chapter in their entrepreneurial journey. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 114: Happier Clients: Show the Roadmap | 05 Jun 2025 | 00:05:42 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where they discuss the anxiety homebuyers have about the pre-approval process, which emphasizes the importance of clear communication throughout the client journey. This aims to alleviate client stress, improve application completion rates, and foster a supportive atmosphere throughout the home buying experience. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 113: Be Ruthless with Time and Resources | 03 Jun 2025 | 00:15:25 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom tackle the crucial balance between time management and cost control in growing businesses, sharing practical strategies for auditing expenses and eliminating unnecessary costs that could be silently draining your resources.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 112: Mindset Matters: Look on the Brightside | 29 May 2025 | 00:03:59 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon breaks down how maintaining a positive mindset during challenging market conditions can significantly influence client perceptions and lead to better outcomes. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 111: Find Where You'll Thrive | 26 May 2025 | 00:14:57 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom explore the impact of environment on individual performance and how it influences success. They draw parallels between NHL super-star Mikko Rantanen, who spent time on 3 different teams this season to varying personal results, and mortgage brokers seeking the right industry fit to thrive.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 110: How to Build an Email Marketing Custom GPT | 22 May 2025 | 00:12:28 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom breaks down how he's building a custom GPT email marketing drip campaign for potential new clients he's gotten from social media. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 109: Raise the Bar on Your Email Marketing | 20 May 2025 | 00:21:29 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive into email marketing, and how you can work your way up from a beginner all the way to an expert to have an even bigger impact on your book of business.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 108: Better Defence - Prepare with FSRA | 15 May 2025 | 00:06:43 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon shares what he took away from FSRA at the CMBA conference, and how increasing audits are reshaping the brokerage industry and why documentation is your best defence. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 107: Listener Questions - Hiring | AI | CRMs | Growing a Beard | Tango | 13 May 2025 | 00:21:15 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom answer frequently asked questions they get from listeners, and tell you how you can reach out and ask your own.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 106: The Push & the Proof | 06 May 2025 | 00:15:34 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the "push & proof" concept, where you pick 2-3 key objectives in your business to focus your energy on (the push), and then tracking actionable metrics that genuinely reflect your business progress (the proof).
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 105: Deals are Everywhere if You Change This One Thing | 01 May 2025 | 00:04:02 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon breaks down how adopting an abundance mindset can turn everyday moments, from casual walks to meaningful conversations about financial challenges, into potential business connections. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 104: How I Got 51 Leads in 23 Days Off Social Media | 29 Apr 2025 | 00:15:21 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom breaks down his transformative journey into social media, revealing how he went from skepticism to strong conviction about its power for business growth. Since doubling down on his social media strategy, he's grown his followers from 3,000 to over 11,000, and generated 51 leads in the first 23 days of April. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 103: How to Spot Client Avatars to Win More Business | 24 Apr 2025 | 00:12:04 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom breaks down how you can spot the right clients for multiple advanced mortgages strategies, improving your conversion rate. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 102: From Nearly Exiting the Industry, to $18 Million in 5 Months with Scott Sarai | 22 Apr 2025 | 00:23:43 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Scott Sarai. Scott is a Mortgage Broker at SGS Mortgages from Maple Ridge, BC, who's a part of Team Wiley at Tango while also still being a full-time firefighter. After spending time as a broker, Scott started a fulfillment business working for other brokers, which ended up eroding his passion for mortgages. With plans to exit the industry entirely, a game-changing conversation with Ryan Wiley led to giving his business 6 more months of life. Now with a renewed mindset, mentorship, and an innovative approach, Scott funded nearly $18 million in just 5 months, while also revitalizing his passion for brokering and positioning himself for success in the future.
Scott is here to discuss:
Scott Sarai's Linktree: @sgsmortgages Scott Sarai's Instagram: @sgsmortgages Scott Sarai's YouTube: @sgsmortgages Listen to the First Responder to Riches REMO Podcast here. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 101: How to Steal | 17 Apr 2025 | 00:04:06 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon breaks down how great artists take inspiration from other people's work but put their own spin on it, and how you can do the same when it comes to making content. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 100: Why B/Private Business Should Be a Focus for Brokers with Mark Eade | 15 Apr 2025 | 00:32:30 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Mark Eade. Mark is a Mortgage Broker at Key Mortgage Partners from Burlington, Ontario, who's built his business with relationships from B and private mortgages. Mark is also apart of BFT Mortgage Investment Corporation, an investment and lending company designed specifically for mortgage lending (primarily residential mortgages). Their business model is focused solely on working with registered and licensed mortgage brokers in order to fund first and second residential and commercial mortgages in the Golden Horseshoe.
Mark is here to discuss:
BFT Mortgage Investment Corp. Website: www.bftmic.com Mark Eade's Email: mark@eademortgages.ca ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 99: Inside Look at Running a Webinar | 10 Apr 2025 | 00:12:17 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom breaks down the first webinar he and Brandon hosted together, what worked, what didn't, and how you can use this outline to host your own webinars. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 98: 3 Strategies That Are Getting Us Booked Calls Off Social Media | 08 Apr 2025 | 00:17:29 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the strategies that are working for them to get more booked calls from social media, which is becoming a more consistent pipeline of direct leads.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 97: Running on Empty | 03 Apr 2025 | 00:11:14 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon breaks down practical strategies for staying productive when unexpected challenges strike, including an innovative "20-minute sprint" technique that can transform your workflow. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 96: How to Get Immediate Leads in Your Business TODAY | 01 Apr 2025 | 00:16:21 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share why they're starting a 60-day "asks" challenge, and how on the first day it's already generated new leads and rekindled relationships with past clients.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 95: Break Bread to Make Bread | 27 Mar 2025 | 00:10:50 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Brandon breaks down the art of meaningful outreach to your referral partners, with practical tips on maintaining regular touch points and standing out from the crowd of constant pitches. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 94: Are You on Pace for Your 2025 Goals? (Q1 Review) | 25 Mar 2025 | 00:26:43 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can take stock of your performance in Q1, be honest with yourself about areas for improvement, and then double down on what's working to make the most of the typically busy spring months ahead.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 93: Making Small Tweaks to Your Videos to Skyrocket Views | 20 Mar 2025 | 00:08:11 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom dissects the small tweaks he made to his most recent Instagram reel, and why he thinks they helped him reach a wider, more engaged audience. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 92: What Brokers Need to Do to Succeed Today with Ryan Wiley | 18 Mar 2025 | 00:48:40 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub and a Co-Founder of The VIP Club from Kelowna, BC. Ryan is also the host of "The Mortgage Game" podcast, and most recently is the Founder the Wiley Mortgage Team, where he is the team lead, mentor, and coach to a growing number of agents. Ryan previously spent 15 years being a mortgage broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week.
Ryan is here to discuss:
Ryan Wiley's Website: www.iamryanwiley.com Ryan Wiley's Instagram: @iamryanwiley Ryan Wiley's LinkedIn: @RyanWiley Strategy Hub Website: www.get.mystrategyhub.ca The VIP Club Website: www.thevipclub.io The Mortgage Game Podcast: https://wavve.link/mortgagegame ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 91: How to Source Unlimited Content Using AI | 13 Mar 2025 | 00:14:46 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where Tom provides the framework how he leverages ChatGPT to create social media content including viral hooks, video topics, and engaging scripts specifically for real estate investing and mortgage industries. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 90: Rocket Mortgage, Our New Lead Gen Focus, & More | 11 Mar 2025 | 00:20:28 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the recent changes they've made to their business, and new prospecting angles they're diving into.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 89: Mr. Fix It - Resolve Conflict Faster & Better | 04 Mar 2025 | 00:17:45 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon shares strategies and tactics to improve your conflict resolution skills that not only protect your business, but also impact your life.
Brandon discusses: ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 88: How to Underwrite Faster (Finmo Tips & Tricks) | 27 Feb 2025 | 00:14:25 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where they share tactics you can use to transform your workflow to get your underwriting done quicker. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 87: From 50 to 189 Files in One Year with Alex Shanks | 25 Feb 2025 | 00:28:57 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom is joined by Alex Shanks. Alex is a Mortgage Professional at Designer Capital from BC, whose had exponential growth since becoming an agent in January of 2022. After closing 18 files in his first year (2022), he closed 50 files in his second year (2023), and then a whopping 189 files in his third year (2024). Initially chasing TikTok fame with multiple daily posts, Alex then utilized Instagram with valuable, expertise-driven content. Always putting value in coaching, Alex has been able to utilize advance strategies with referral partners, which has been a huge factor in his growth.
Alex is here to discuss:
Designer Capital Website: www.designercapital.ca Designer Capital Instagram: @designer_capital_ Alex Shanks's LinkeTree: @AlexMortgageManagement Alex Shanks's Instagram: @alexshanksmortgagemanagement Alex Shanks's TikTok: @mortgagemanagement ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 86: Crush Communications: Turn Your Client Journey into a Marketing Powerhouse | 20 Feb 2025 | 00:17:38 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where they focus on how you can turn your client care into a marketing powerhouse, and use communication to create a referable experience. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 85: Dominating a Niche and Building Brand Influence with Jacob Perez | 18 Feb 2025 | 00:38:12 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Jacob Perez. Jacob is a Partner and Mortgage Agent at Synergy Mortgage Group from Hamilton, Ontario, who's always had a passion for real estate investing. After buying his first properties at 23 years old, he has now amassed over 100 units in the past 12 years in Canada & the US. In 2018, Jacob got his mortgage license and began helping others grow their real estate portfolios. Jacob's business is predominantly B2C, and is unique in that he doesn't rely on referral partners like Realtors, as well as working with investors in the commercial space.
Jacob is here to discuss:
Synergy Mortgage Group Website: www.synergymortgagegroup.com Synergy Mortgage Group Instagram: @synergymortgages Synergy Mortgage Group LinkedIn: @SynergyMortgageGroup Jacob Perez's Instagram: @jacobperez10 Jacob Perez's LinkedIn: @JacobPerez ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 84: Takeaways From the Be the Better Broker Whistler Conference | 11 Feb 2025 | 00:18:58 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share key takeaways they took from attending the Be the Better Broker Conference in Whistler, and how they hope to apply them to their business.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 83: Use This Framework to Increase Daily Production | 06 Feb 2025 | 00:13:39 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where they focus on the FKD framework to increase your daily production. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 82: 5 Things I’ve Learned After My First 5k Followers | 04 Feb 2025 | 00:14:22 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom shares 5 things he's learned about social media after achieving his first 5,000 followers, and whether you're just starting your social media journey or looking to scale your existing presence, he provides actionable insights for creating engaging content that resonates with your audience.
Tom discusses: ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 81: 3 Mindset Tactics to Build Your Business | 30 Jan 2025 | 00:08:32 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Tom & Brandon share one of their trainings with Tango, where they focus on 3 mindset tactics to build your business. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 80: 7 Tactics to Get Client Documents in Faster | 28 Jan 2025 | 00:17:34 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) ***
🙏 Leave a review on Apple Podcasts *** | |||
| 79: How to Create a List of Referral Partners to Reach Out To | 21 Jan 2025 | 00:15:34 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION This is a training snipit from one of Tom & Brandon's trainings with Tango. ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||
| 78: 7 Ways to Wow Your Clients for More Referrals | 14 Jan 2025 | 00:19:10 | |
WATCH ▶️ Watch this episode on YouTube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on 7 ways to wow your client, and how it will lead to better relationships and more referrals.
***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) ***
🙏 Leave a review on Apple Podcasts *** | |||
| 77: How to ACTUALLY Hit Your Goals in 2025 | 07 Jan 2025 | 00:36:23 | |
WATCH ▶️ Watch this episode on Youtube ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca ***
CONNECT 📸 Connect on Instagram (Brandon) ***
| |||