Client relationships are the foundation of your business. They are making the largest purchase of their lives and are trusting you to guide them through it. Your days are filled with meetings with clients, co-workers, and others in your industry. Then came 2020 and the world changed. Where you once… Read More
Social distancing rules may be easing, but many of us are still using video chat as the main way to keep in touch – mortgage brokers are no exception. At some point in time, you have probably experienced some distracting video chats – microphone rubbing against collar, chewing… Read More
From pivoting to completely overhauling strategies, many businesses are forced to shift gears during these unprecedented times. What has not changed, however, is the need to communicate. In fact, keeping in touch with existing and potential clients during a crisis is more important than ever. It… Read More
Despite living in a digitized world where businesses across most major industries are going paperless, the reality is paperwork and the need to scan pertinent documents is still a part of everyday life.The struggle is real; particularly for all the busy mortgage brokers meeting with clients and clients unable to… Read More
A career as a mortgage broker might seem straightforward—help clients find the mortgage that works for them. But behind the scenes, you’re also growing your business, maintaining current and past client relationships, developing associations with a variety of lenders, and keeping up with changes in Canadian mortgage rules. It’s a… Read More
Every day, people are bombarded with messages from a variety of online sources. How do you stand out from the crowd? Use the contact information you have in your email lists to target specific audiences online. Get your message in front of the people who need it most. Use direct… Read More
It may seem odd to be planning a mortgage exit strategy before your clients have even signed on the dotted line for their new mortgage, but it’s actually good customer service. It’s also your opportunity to show them how an alternative mortgage can be a critical piece to their long-term… Read More
Bridgewater Bank is a Canadian Schedule I chartered bank that offers your clients the protections of the big banks but with more personalized customer experience. If you’re a broker who understands everyone’s situation is unique (because life happens) and that every client should be treated as an individual, not a… Read More
You’ve put together a great mortgage deal and your client is happy. Do you know how to ask your customer for a review? Getting a mortgage is a major financial decision—one that will affect your clients for years to come. As a mortgage broker, you do everything you can to… Read More