Commission Breath | For Mortgage Brokers & Loan Officers
Each week, Commission Breath digs into details of how mortgage brokers & loan officers can scale their business today. Each episode is focussed on being specific with strategies & tactics that work TODAY (not what worked 2, 5, or 10 years ago). Tom & Brandon are in the trenches building their own mortgage business and share what’s working for them. You’ll also hear actionable advice from other top producers in the industry while each interview is built off of 1 specific topic, resulting in the listener taking away something they can implement in their business right away.
Episodes
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EPISODE DESCRIPTION
In this episode, Brandon highlights some things you can apply to your life and business to make the most out of summer in 2024.
Brandon discusses: → Making time for fun activities with family and friends can actually benefit your work-life balance and productivity. → Focusing on client success over immediate monetary gains can lead to a successful business month. → ...
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EPISODE DESCRIPTION
In this episode, Brandon shares his takeaways from attending the StrategyHub renewal bootcamp that was held in Toronto, hosted by Ryan Wiley, Jason Henneberry, and Jill Moellering.
Brandon discusses: → The amount of Canadian mortgages coming up for renewal in the next 2 years and how you can compete with the banks. → Strategies that stuck out to him and the 3 renewa...
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EPISODE DESCRIPTION
In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way.
Tom discusses: → The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video. → A workflow for listing Realtors t...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are together at the cabin where they're doing another mastermind session. They share where they're at now with their business and what's going on in the market today, reflecting if they completed the tasks they wanted to since their last mastermind, and why masterminds like this are important.
Brandon and Tom discuss: → Gamifying the...
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EPISODE DESCRIPTION
In this episode, Tom debuts a new episode format called "Broker Complete", where he talks about a bunch of different topics that don't normally get covered in a regular, deep dive episode.
Tom discusses: → What led to trying this new episode format and the feedback he's looking for from listeners. → Getting back into a routine, optimizing his and Brandon's time in t...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share why it's really important to invest in different areas of yourself and your life, so you can continue to grow both personal and professionally.
Brandon and Tom discuss: → Investments they've made to their business like training and coaching. → How having quality tools will allow you to use them in multiple ways, lowering the co...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share the top 6 mistakes they made in their first years as mortgage agents, so hopefully you can get better, quicker.
Brandon and Tom discuss: → Where you should be spending most of your time and planning your day around. → Time suck areas like training, underwriting, and your CRM. → There is such a thing as working with too many len...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share how you can make it easier for people to refer you, weather that be partners or clients.
Brandon and Tom discuss: → Simple ways to look more professional like your contact card, email templates, and calendar links. → Making sharable social media content they can push to their audience. → Optimizing your process for following up...
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EPISODE DESCRIPTION
In this episode, Tom shares 5 best practices and strategies he's applied to his Instagram videos to increase his views count, which have allowed him to gain 1,500 followers in the last 3 months from more exposure.
Tom discusses: → Researching trends and utilizing both written and visual hooks. → Practical filming and editing techniques to increase your retention rat...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom go over why building a bigger brand equals a bigger business. They share why they discovered they needed to build a brand and what opportunities have come from it so far.
Brandon and Tom discuss: → Why they changed their mind on building a brand, what the end goal is, and the hidden benefits they've found that have come with it. → Ho...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, and has been in the Canadian mortgage industry for over 25 years. He is also the co-host of the "Lead to Close: The Mortgage Professionals Podcast" with James Loewen.
Greg is here to discuss: → How you can find and connect to ...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom go over how to use video to scale your business. In part 2 of a 2 part episode, they focus on how you can use video to increase your lead count.
Brandon and Tom discuss: → Specific videos they send to Realtor partners and clients. → Sending weekly videos via email, mining your database, and searching for opportunities on social media...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom go over how to use video to scale your business. In part 1 of a 2 part episode, they focus on where video is in their client journey.
Brandon and Tom discuss: → How using video has helped build their brand. → How they've improved their communication with clients. → And how they've made their business more efficient.
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CONNECT
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EPISODE DESCRIPTION
In this episode, Brandon and Tom do a deep dive on what to do if you lose a client, and tactics for how you can create stickier relationships with them so it doesn't happen as often.
Brandon and Tom discuss: → How everyone loses clients, and the more clients you have, the more you will lose, so don't let them sink you. → Doing autopsy of all your lost files to see w...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share how they cover for each other while on vacation, and how you can do the same to allow yourself to rest and recharge while your business keeps moving forward.
Brandon and Tom discuss: → How you can establish a "broker buddy" to manage your files and clients and define terms and compensation. → Communicating with key partners and...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Paul Davidescu. Paul is the Principal Mortgage Broker of Level Up Mortgages from Vancouver, BC, which he founded in 2019. Paul is also the Co-Founder and CEO of Tangoo Entertainment Inc., a a sales training and automation company, and the Host of the Grind Less, Flow More podcast, which covers strategies to achieve financ...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share their routine of doing a review of their business every other month, and how you can use this tactic to keep yourself on track in your own business.
Brandon and Tom discuss: → What they'll continue to focus on from a lead generating perspective. → The systems and processes they're keeping in their business. → And what they're r...
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share a step-by-step guide on how you can build your business using Instagram and it's features.
Brandon and Tom discuss: → How you can utilize Instagram broadcast channels and/or close friends to grow your business. → How this can work for both referral partners or direct to consumer. → And when you should see results using this soc...
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EPISODE DESCRIPTION
In this episode, Tom shares the opportunity that Mortgage Brokers have right now with making long form content like podcasting, and how you can use long form content to build your brand.
Tom discusses: → What you need to know about podcasting. → Why you should be doing it. → And why he thinks long form content is king.
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CONNECT
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Josh Miszk. Josh is the Founder and President of Brokeredge from Mississauga, Ontario, a CRM that helps you to easily create a client journey and automatically track your deals, with minimal input from the user.
Josh is here to discuss: → What makes Brokeredge different to other CRMs on the market. → What he's seen succ...
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