Episode 58

Forget Tech: Start With Pen & Paper

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Everyone knows that technology is essential to a successful 21st century mortgage broking business. But there is always a danger of going overboard with high tech solutions. If you’re not clear about what your mortgage broking business really needs, you’ll end up with Frankenstein’s monster of expensive tech solutions you hardly use.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why you should start with pen and paper when it comes to tech. Tune in to learn how to create an effective roadmap for your business – and incorporate all the technology you need.

The Key Questions

  • What is the common tech-related mistake that most brokers make? (1:11)
  • How can you resist the shiny object syndrome? (6:07)
  • Do you need to go to the drawing board when thinking about technology? (6:55)
  • Should your business vision come before your tech investments? (10:25)

What You’ll Discover

  • Why the presumption that technology will solve all your problems is dangerous (4:09)
  • Why many brokers only use 50% of the tech solutions they pay for (5:05)
  • The old adage that still applies to brokers today (12:29)
  • The old-school yet transformative power of using pen and paper (14:07)

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