How to Be a Mortgage Broker

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:
[email protected]

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! [email protected]

Should You Incorporate?

Join our podcast as we explore the world of mortgage broker incorporation with special guest Ed Rempel. Discover the optimal timing for incorporating your business and the benefits of a holding company. Learn whether it's better to pay yourself a salary or dividends and avoid common mistakes made by business owners. Gain insights into investment options for your corporation, including RRSPs and TFSAs. Don't miss this episode packed with expert advice on tax deferrals, benefits, and investing for mortgage brokers. Tune in now and unlock the secrets to financial success in the mortgage industry.

For More information check out Ed's Blog's on the topic:
Your Incorporation What you need to Know

Thank you to our Amazing Sponsors!
Canadian Mortgage App
Newton-Velocity

In this episode, we have the pleasure of hosting Cheryl Dawson, an esteemed Leadership Coach with an impressive track record. Cheryl has dedicated her career to empowering women in senior leadership roles as they navigate male-dominated industries. With her 20 years of experience, spanning from front-line positions to VP roles, Cheryl brings a wealth of knowledge and insights to the table.

Cheryl shares insights on building meaningful connections with clients and peers. Discover the power of effective communication, setting goals, and recognizing the value of your team. Uncover strategies for engaging clients beyond social media and learn how to navigate leadership challenges with confidence. Tune in to gain practical tips for establishing credibility and fostering relationships that drive success. Perfect for newcomers and aspiring leaders in any industry. Let's start engaging and leading together.

Cheryl Dawson: https://www.linkedin.com/in/cheryl-dawson-mba-2595b511b/?originalSubdomain=ca

Thank you to our sponsors!
https://canadianmortgageapp.com/
https://newton.ca/velocity/

[email protected]

In this episode, we dive deep into The Smith Manoeuvre, an innovative financial strategy, with renowned expert Ed Rempel (CPA, CMA, CFP, Wise Guy). Unlocking its potential, Ed walks us through the foundations and mechanics of The Smith Manoeuvre, empowering mortgage brokers to guide clients in converting non-deductible mortgage debt into tax-deductible investment debt using readvanceable mortgages. Addressing common concerns and emphasizing the importance of collaboration with other financial professionals, this episode equips brokers to effectively communicate the strategy's risks and benefits, positioning them as trusted advisors who can propel their clients towards accelerated wealth accumulation and tax optimization. Join us as we demystify The Smith Manoeuvre and transform your mortgage career.

For more info:
https://edrempel.com/smith-manoeuvre/

Ed's Podcast: Unconventional Wisdom Podcast with Ed Rempel
https://edrempel.com/podcasts/

Sponsors:
https://canadianmortgageapp.com/
https://newton.ca/velocity/

Welcome to the latest episode of our podcast! In this episode, we have the pleasure of chatting with Monika Adams, a Social Media Marketing Expert who has a wealth of knowledge and experience in the field. Monika shares her expertise on Instagram strategies that can help you gain clients and referral partners. 

As social media continues to play a major role in today's business world, it's crucial to understand how to leverage platforms like Instagram to grow your business. Monika provides insights on how to use Instagram to build relationships and trust with potential clients, as well as how to identify and engage with referral partners who can help expand your reach.

Whether you're a business owner, entrepreneur, or marketer, this episode is packed with valuable tips and strategies that you can apply to your own Instagram marketing efforts. Don't miss out on this opportunity to learn from a true expert in the field!

Monika Adams- https://monikasocial.com/ 
on IG:@monikasocial
Podcast: https://open.spotify.com/show/4APU7HUX1O1QSPG3RsXVei?si=cffd2683d89e40e6
Canadian Mortgage App- https://canadianmortgageapp.com/
Velocity- https://newton.ca/velocity/

In this episode, Jamie sits down with negotiation expert Fotini Iconomopoulos to discuss the art of negotiation and how it can be applied to the mortgage industry. Fotini shares tips on how to effectively negotiate with lenders, clients, and industry partners including preparing for the negotiation, understanding their perspective, and knowing your own limits. They also discuss common negotiation pitfalls and how to avoid them. Whether you're a seasoned mortgage broker or just starting out, this episode is full of valuable insights on negotiation that you won't want to miss.

Fotini: https://ca.linkedin.com/in/fotiniiconomopoulos

Thank you to our sponsors! 
The Canadian Mortgage App: https://canadianmortgageapp.com/
Velocity/ Newton: https://newton.ca/velocity/?utm_source=ROSE&utm_medium=GG_S01&utm_campaign=A&gclid=CjwKCAjw6IiiBhAOEiwALNqncbZLuqLhoHgRBTZGzTJBUm0H_oDsnjoJBYGRfDZ-oCGQcb6qMt5TcxoCOOwQAvD_BwE

Thank you to everyone who has joined us on the first-year journey of How to be a Mortgage Broker. 

We appreciate your support!

The next Season (Starting January 2023) is going to be a little different, more on that soon!

In today's episode, the one and only Dustan Woodhouse shares his strategies for making it in the industry, even during slow times. Dustan is the President of Mortgage Architects now, but he actually started as a broker back in 2008 during an economic recession. That didn't stop him from funding 95 files in 2009, so there's a lot we can learn from his experience. Dustan has literally written the book on brokering (three to be exact-Be The Better Broker Volumes 1,2 &3) and has delivered dozens of presentations, all-day workshops, small mastermind sessions, and hundreds of 1:1 coaching calls with Brokers and Agents alike. Dustan has a comprehensive understanding of what it takes not only to survive, but to thrive in this industry, so I hope you enjoy this episode. 

In this special episode, Jenn and Jamie visit the Homebuyer process from start to finish. Is now a good time to buy? Can I quit my job now that we have a firm commitment? All these questions and more are answered.  

This is a great one to share with first-time homebuyers who are wanting to learn more about the process.

If you would like to be featured on the show, or if you have comments/ suggestions please email [email protected]