Episode 4

Stop Doing $1 Tasks

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Mortgage brokers are often stuck in the trap of doing $1 tasks, and it's holding them back from earning more money and spending more time on the tasks they enjoy most. The problem is, the industry teaches brokers to do this, and many never escape the $1 trap.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted reveal why mortgage brokers are approaching their job and business wrong, and are often stuck in an administration rut. It takes a mindset shift and a business focus to break out.

If you want to escape the $1 task trap and become a highly-paid mortgage expert, let James and Ash show you how!

The Key Questions

  • Why do so many mortgage professionals fail to offload low-value work? (5:51)
  • Why do some mortgage brokers feel the need to do $1 tasks? (9:05)
  • What happens when you stop doing $1 tasks? (11:16)
  • How to identify $1 tasks and re-assign them to your team effectively? (16:00)

What You’ll Discover

  • The two main categories of tasks a mortgage broker does. (2:13)
  • The Holy Grail of the mortgage broking industry. (3:24)
  • The #1 reason why mortgage brokers can’t stop doing $1 tasks. (7:39)
  • A common mistake people make when trying to delegate. (19:11)

Let's Accelerate

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