Mortgage Broker Acceleration

By: Broker Ideas Group
  • Summary

  • Being a successful mortgage broker is not about how many loans you write, working hard, or winning awards. It’s about building a sustainable, high-performing business that works with or without you. James Veigli has been a part of the mortgage industry for over 20 years; as a mortgage broker, business owner and strategy adviser. He is known internationally for helping mortgage brokers double, triple and even 10x their revenue, while building a sustainable mortgage business that can run without them. If you want to grow your mortgage business, and do it smarter, listen in to the weekly show.

    © 2024 Broker Ideas Group
    Show More Show Less
Episodes
  • CLIENT HYPNOSIS: Get More Valuable & Faster Outcomes For Clients. Reduce Stress & Overwhelm.
    Dec 1 2024

    We all want to get our clients amazing results.

    The problem is, the biggest challenge in all of that, is often the clients themselves!

    As a broker, you know that a client who takes action and follows through will get a better deal and save more money, buy that new home sooner, acquire an investment property, and so on.

    i.e. they’ll get the result they want!

    But… many clients still drag their heels, delay things, don’t get the docs back, forget things, don’t follow through… and ultimately fail to get the result they want.

    Frustrating… and borderline ridiculous… right!!!

    No, it’s just human nature.

    Enter the solution… Client Hypnosis.

    In this episode of Mortgage Broker Acceleration, I share what Client Hypnosis is and how it will help you and your clients get better and faster outcomes (with less stress and overwhelm, and without having to follow-up and hound your client a thousand times)… by doing the exact opposite to what most brokers are doing.

    Want to accelerate faster?

    • Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.
    • Go straight to the source and Let’s Talk about working together to grow your mortgage business easier and faster.
    Show More Show Less
    17 mins
  • MONEY MATHS: Mortgage Businesses Are Blindly Going Backwards Financially. The Dangers Of Relying On Trail.
    Nov 24 2024

    If your mortgage business relies on the trail income to pay all expenses and be profitable… this is lazy and poor business practice.

    In fact, you might have a cash haemorrhaging business and not be aware of it.

    Unfortunately the financial literacy of many brokers is not up to scratch.

    I’ve seen it.

    The percentage of brokers who don’t know their numbers, key drivers, KPI’s, profit… is scary.

    The percentage of brokers who run their business by taking revenue in, paying bills, and the rest is left for them… with no finger on the pulse of projections, cash, profit… essentially relying on their accountant and looking at a P&L once a quarter or year… is scary.

    The amount of brokers, with teams, writing $5-15m per month, that don’t realise they aren’t really making any money (i.e. their business isn’t viable, or would be better off closing the doors and just collecting trail)... is scary.

    In this episode of Mortgage Broker Acceleration, I talk about money maths. Covering the concept of a Trail Book Management business vs a New Loan Writing business, and why each must be standalone profitable. I share why volume and number of deals is an irrelevant method of keeping score and success (and the only two metrics that really matter). Finally, the 5 things you need to do to take control of your money and future.

    UPDATE: Starting this month you may have already noticed something different about the podcast.

    After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we’ve decided to go our separate ways in business and part ways as great friends.

    I’m excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you’ll enjoy it… and I know your business will thank you for it.

    So, keep listening… and let’s get into it.

    Enjoy.

    Want to accelerate faster?

    • Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.
    • Go straight to the source and Let’s Talk about working together to grow your mortgage business easier and faster.
    Show More Show Less
    17 mins
  • FLOW MAXIMISER: Stop Losing Deals, Doing Work & Not Getting Paid. Solve For Conversions And Client Experience.
    Nov 17 2024

    Every broker reading this, is losing deals, money and profit… guaranteed.

    Why?

    Because leads and clients are dropping off. They get stuck, stalled or ‘go cold’ during the process. Brokers often don’t even realise this is happening.

    Poor conversions… think it’s normal.

    Loads of AIP’s that don’t go anywhere or have to be reworked… think it’s normal.

    Losing deals at the 11th hour to lender retention teams… think it’s normal.

    Making matters worse, I see brokers actively trying to improve their process and system… thinking it’s improving and making a difference… but it’s actually making things worse!

    The result is a lot of work being done and not getting paid.

    Not cool.

    In this episode of Mortgage Broker Acceleration, I talk through our Flow Maximisation tool, including the 12 Workflow Sins you need to avoid… to stop losing deals, doing work and not getting the reward for it.

    UPDATE: Starting this month you may have noticed something different about the podcast.

    After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we’ve decided to go our separate ways in business and part ways as great friends.

    I’m excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you’ll enjoy it… and I know your business will thank you for it.

    So, keep listening… and let’s get into it.

    Enjoy.

    Want to accelerate faster?

    • Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.
    • Go straight to the source and Let’s Talk about working together to grow your mortgage business easier and faster.
    Show More Show Less
    17 mins

What listeners say about Mortgage Broker Acceleration

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.