How to Be a Mortgage Broker – Details, episodes & analysis

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:
jamie@mortgagesbyjamie.com

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! jamie@mortgagesbyjamie.com

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 jamie@mortgagesbyjamie.com

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: info@creditgame.net

If you would like to be featured on the show, or if you have comments/ suggestions please email us at jamie@mortgagesbyjamie.com

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 jamie@mortgagesbyjamie.com

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 jamie@mortgagesbyjamie.com

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 jamie@mortgagesbyjamie.com

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. jamie@mortgagesbyjamie.com or jenn@jennmarx.com

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: jamie@mortgagesbyjamie.com or jenn@jennmarx.com