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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Jill Moellering. Jill is a Mortgage Broker at Mortgage Architects from Edmonton, Alberta, who's won many industry awards and mentors Mortgage Agents across Canada. Jill is also a creator and educator with The Mortgage Nerd underwriting training courses, helping mortgage professionals across the country learn best practices and guidelines to improve their services to clients.
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Jill is here to discuss:
β Maintaining a long-term mindset when it comes to client relationships and not only short-term commissions, understanding your client pain points and specific financial needs, and looking at the bigger picture.
β How to find more renewal business, how to get a leg up with the banks on renewals, and lessons learned from the boom in 2020-2022.Β
β Diversifying your referral partners for a changing market, how to develop relationships with Mobile Mortgage Specialists, and your database not only being your past clients.
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Jill Moellering's Website: www.jillmoelleringmortgages.com
Jill Moellering's Facebook: @JillMoelleringMortgages
Jill Moellering's Instagram: @jillmoelleringmortgages
Jill Moellering's LinkedIn: @JillMoellering
Sign Up for Jill's Courses and Classes here: www.jillmoelleringmortgages.com/mortgagenerd
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TANGO ONTARIO
π Join Team Tango
π§ Email Us βΒ ontario@tangofinancial.ca
π« Bulletproof Compliance Guide
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CONNECT
πΈ Connect on Instagram (CB)
πΈ Connect on Instagram (Tom)
πΈ Connect on Instagram (Brandon)
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π’Β Leave a rating on Spotify
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