Connecting With Potential Partners Made Easy

Getting referrals is the lifeblood of a good mortgage business. Whether you are a brand new or experienced broker, you’ll encounter many opportunities to connect with potential partners. But how can you make the most out of each of them?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why brokers should actively and deliberately seek out referral opportunities. They discuss the importance of treating everyone like a potential referral partner, even if not every connection will lead to a referral partnership. Tune in to learn all about the mindset shift and practical strategies you need to open more doors.

The Key Questions

How can we get referral partners from our loan process? (5:27)
How can we get partners from our existing contacts and networks? (8:45)
Do you need a clear process for getting referral partners? (13:36)
Why do you need a 180° mindset shift towards connection building? (15:17)

What You’ll Discover

Why you should capitalise on normal, everyday conversations about mortgages (9:18)
How to use warm connection statements (16:15)
How to overcome that big initial hurdle in making a new connection (18:11)
What happens when you take “commission breath” out of the discussion (21:22)