Many brokers don't have any systems at all. And if they do, those systems are often outdated, archaic, slow, and not really working. This might be because most brokers come from a sales or entrepreneurial background. Thus, the concept of building a system seems alien and overwhelming.
In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain the shortcut to building an effective system for your mortgage business. It doesn’t require you to have a technical background, but it does involve some time and planning. Tune in to learn how to systemize your business smoothly and effectively.
The Key Questions
Why are brokers generally bad at building systems? (0:47)
How should you start systemising? (10:00)
Why should you record your daily activities? (12:56)
Why do you need to adopt the brick-by-brick mindset? (22:05)
What You’ll Discover
Why you need to connect your business plan to your operation manual (4:52)
The systems-related mental roadblock that many brokers have (8:39)
The simple, bottom-up approach vs. the complex approach (14:19)