Building Your Dream Partner Team

Today, clients are no longer looking for just a loan. Rather, the loan itself is the ticket to an open-ended discussion about their life goals and financial aspirations. That’s why mortgage brokers need a team of experts they can call on to provide more value to their customers. To be precise, they need a dream team of reliable accountants, real estate agents and lawyers.

This episode of Mortgage Broker Acceleration focuses on how brokers can build their dream partner team. James Veigli and Ash Playsted explain how having a dream team goes beyond the familiar idea of having a network of referral partners. Tune in to learn how you elevate your client experience with the power of teamwork.

The Key Questions

Who should be part of your dream partner team? (1:21)
How does your dream partner team affect your client retention rate? (4:55)
How does having a dream partner team help you generate referrals? (10:36)
What are the financial benefits of having a dream partner team? (12:57)

What You’ll Discover

The importance of adding value to your client experience (3:09)
Getting a loan vs. the bigger picture (6:32)
The hub and spokes model (8:10)
The first steps to building your dream partner team (17:59)