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:
How Jason built a $175M+ mortgage business with a lean team.
Why Realtor relationships remain a major driver of his business.
How he leverages real estate offices to build relationships with more agents in less time.
His approach to client consultations, lead follow-up, and filtering out rate shoppers.
How systems, organization, and trusting your support team allow you to scale.
Why protecting your time and mental health is just as important as growing your business.
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
🚀 Join Team Tango
📧 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