Episode 71

More Than Mortgages

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Good mortgage brokers have always treated clients as more than a transaction. And today, it’s more important than ever to do just that and be perceived as a trusted adviser, not a transaction-based broker. That’s how top-performing brokers build deeper and longer relationships with their clients.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted unpack the new paradigm. Tune in to discover why your mortgage broking business ultimately goes far beyond the mortgages you write. You’ll also discover how to make your brand ethos resonate within every part of your business. That’s how you can distinguish yourself in a crowded 21st -century market.

The Key Questions

  • Why do good brokers go beyond the transaction-based approach? (3:57)
  • Do you need to rethink your business brand and voice? (9:24)
  • How do clients make emotion-based decisions? (13:00)
  • Why did your clients ultimately decide to place their trust in you? (14:34)

What You’ll Discover

  • The key changes in the mortgage industry today (1:20)
  • Why the client’s journey goes beyond the mortgage itself (2:02)
  • Being a trusted advisor vs. simply writing deals (5:40)
  • A practical recommendation to help you set your business apart (17:37)

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