Episode 65

Mortgage Broking 3.0

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The mortgage broking industry has gone through a few phases. There was phase 1.0 during the pre-internet era, then phase 2.0 after it. The industry only entered into phase 3.0 in the past 1-2 years. And brokers who aren’t aware of what’s to come are at risk of being outcompeted.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted unpack the implications of phase 3.0. They take stock of how far the industry has come and where it seems to be headed. Tune in to understand how brokers need to adapt to the transition that’s already underway.

The Key Questions

  • What’s the only real differentiator between brokers today? (9:20)
  • Why should brokers create efficient and systematic businesses? (11:14)
  • What’s the mindset that brokers need to thrive in the future of this industry? (14:40)
  • Does the industry need to change? (16:18)

What You’ll Discover

  • What mortgage broking 1.0 was like (1:47)
  • How banks drove the transformation that created mortgage broking 2.0 (4:26)
  • What brokers need to do to prepare for the transition to mortgage broking 3.0 (9:50)
  • What’s right for the customer vs. what’s right for the business owner (19:44)

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