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.
Listen on:
Episodes
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
WATCH
▶️ Watch this episode on Youtube
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are re-joined by Jeff Mudrick. Jeff is a Mortgage Agent from Newmarket, Ontario, who's built his business to over $100M in volume over the past 3 years. Jeff has been able to scale quickly by keeping things simple and successfully diversifying his referral partners.
Jeff is here to discuss:→ The lead generating activities he did to build his Realtor partners when he was starting out, how he has pivoted to Financial Advisors and Lawyers as referral partners, and the differences in working with each of them.→ His 8 week drip email campaign, putting "asks" in emails, and what emails he finds get the most opens and engagement with Realtors.→ How he's making more money working less hours (20-25 a week), and what he plans to do next to buy back more of his time.
Jeff Mudrick's Email: jeff@mudrickmortgages.com
Jeff Mudricks's Instagram: @jeff.does.mortgages
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TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
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CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
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SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
WATCH
▶️ Watch this episode on Youtube
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EPISODE DESCRIPTION
In this episode, Brandon and Tom share the metrics you need to be tracking in your business, how to track them, and breaking down best practices so you are able to use this business compass quick and efficiently.
Brandon and Tom discuss:→ Why and how to track leads, referral partners, and conversion rates.→ Tracking files funded, average file commission, and how much time to spend in your business.→ Why you should be tracking your overall commission manually, and how it led Brandon to find $15,000 they weren't paid.
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TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
WATCH
▶️ Watch this episode on Youtube
***
EPISODE DESCRIPTION
In this episode, Tom shares 2 different emails they recently sent out to their database and Realtor partners that have so far resulted in 22 leads looking for mortgage transactions in the very near future, as well as a link to download the email templates yourself FOR FREE!
Tom shares:→ Where the idea for these emails came from and the focus on quick leads and better database marketing.→ The exact email copy they used to gain 22 leads from their database, and 9/10 responses from their Realtor partners.→ How the emails have also helped with content generation, and utilizing their content workflow to save time.
FREE Email Templates here.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
WATCH
▶️ Watch this episode on Youtube
***
EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Jill Moellering. Jill is a Mortgage Broker at Mortgage Architects from Edmonton, Alberta, who's won many industry awards and mentors Mortgage Agents across Canada. Jill is also a creator and educator with The Mortgage Nerd underwriting training courses, helping mortgage professionals across the country learn best practices and guidelines to improve their services to clients.
Jill is here to discuss:→ Maintaining a long-term mindset when it comes to client relationships and not only short-term commissions, understanding your client pain points and specific financial needs, and looking at the bigger picture.→ How to find more renewal business, how to get a leg up with the banks on renewals, and lessons learned from the boom in 2020-2022. → Diversifying your referral partners for a changing market, how to develop relationships with Mobile Mortgage Specialists, and your database not only being your past clients.
Jill Moellering's Website: www.jillmoelleringmortgages.com
Jill Moellering's Facebook: @JillMoelleringMortgages
Jill Moellering's Instagram: @jillmoelleringmortgages
Jill Moellering's LinkedIn: @JillMoellering
Sign Up for Jill's Courses and Classes here: www.jillmoelleringmortgages.com/mortgagenerd
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
WATCH
▶️ Watch this episode on Youtube
***
EPISODE DESCRIPTION
In this episode, Brandon highlights key takeaways from his previous farming business that have been useful in his mortgage business, and how they can help if you have been stalled in your business.
Brandon discusses:→ The time it takes to nurture client relationships, requiring patience, persistence and resilience.→ Continuous learning and adaptability, efficiency, and differentiation are crucial for standing out and staying ahead.→ Staying unique, addressing minor setbacks promptly, and balancing work with personal time.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
WATCH
▶️ Watch this episode on Youtube
***
EPISODE DESCRIPTION
In this episode, Brandon and Tom hit their milestone 50th episode, and 1 year of podcasting! They share the year in review on what's worked, what hasn't, where they're headed, mindset, and everything in between.
Brandon and Tom discuss:→ Podcasting, the grind of content creation, and their "scorecard" to create internal competition.→ Brandon's best business month ever (for units), going back to basics with referral partners, and strategies for rate shoppers.→ Switching brokerages and commission splits, Brandon's "book of wins", and the changes in mindset for business and content.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
WATCH
▶️ Watch this episode on Youtube
***
EPISODE DESCRIPTION
In this episode, Tom shares a skill that impacts almost every aspect of your business, but is often overlooked without attention to nurture it properly.
Tom discusses:→ Where you can use this skill and why it's so important.→ Tips to improve this skill.→ And how you can learn from other content creators.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jun 11, 2024
Tuesday Jun 11, 2024
WATCH
▶️ Watch this episode on Youtube
***
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.→ Prioritizing self-care, breaks, and resetting focus are essential strategies for effectively managing your business.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
WATCH
▶️ Watch this episode on Youtube
***
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 renewal client avatars there are.→ The reality for Mortgage Brokers right now, the need to keep your head held high, and the importance of in person connection and community.
Strategy Hub Pro Membership (30-Day Free Trial) here.
Strategy Hub Elite Monthly Membership (minimum 12-Month Commitment) here.
Strategy Hub Elite Annual Membership (Pay Up Front) here.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
Tuesday May 28, 2024
Tuesday May 28, 2024
WATCH
▶️ Watch this episode on Youtube
***
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 to grow referral partners.→ And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back.
***
TANGO ONTARIO
🚀 Join Team Tango📧 Email Us → ontario@tangofinancial.ca🔫 Bulletproof Compliance Guide
***
CONNECT
📸 Connect on Instagram (CB)
📸 Connect on Instagram (Tom)
📸 Connect on Instagram (Brandon)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***