Tuesday Feb 18, 2025
85: Dominating a Niche and Building Brand Influence with Jacob Perez
MODERN MORTGAGE BROKER BROADCAST CHANNEL
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WATCH
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Jacob Perez. Jacob is a Partner and Mortgage Agent at Synergy Mortgage Group from Hamilton, Ontario, who's always had a passion for real estate investing. After buying his first properties at 23 years old, he has now amassed over 100 units in the past 12 years in Canada & the US. In 2018, Jacob got his mortgage license and began helping others grow their real estate portfolios. Jacob's business is predominantly B2C, and is unique in that he doesn't rely on referral partners like Realtors, as well as working with investors in the commercial space.
Jacob is here to discuss:
→ His interest in real estate investing and his portfolio, balancing investing and his book of business, and the current state of Canada's real estate investors.
→ How Jacob grew his B2C business, positioning yourself as an expert in a specific niche, and advice for brokers and agents.
→ Synergy's team model and what's next for them, commercial vs residential brokering, and opportunities agents should be looking for.
→ Commercial brokering - why Jacob is doing more of it, what brokers should know about it, and capitalizing on the CMHC programs.
Synergy Mortgage Group Website: www.synergymortgagegroup.com
Synergy Mortgage Group Instagram: @synergymortgages
Synergy Mortgage Group LinkedIn: @SynergyMortgageGroup
Jacob Perez's Instagram: @jacobperez10
Jacob Perez's LinkedIn: @JacobPerez
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TANGO ONTARIO
📧 Email Us → ontario@tangofinancial.ca
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