Mortgage brokers often struggle with declining business, but saying no to unsuitable clients can save time, improve efficiency, and lead to better outcomes for both the broker and the client.
This was the key theme in this week’s episode of Business Accelerator. Here, host Alex Whitlock and co-host Jason Back discussed the importance of avoiding the people-pleaser trap.
Not all loans are equal in effort versus reward. A small, complex loan can take as much time as a large, straightforward one, so brokers must assess whether a deal is worth their time.
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