Commission Breath | For Mortgage Brokers & Loan Officers (Brandon Love & Tom Moffat)
Explore every episode of Commission Breath | For Mortgage Brokers & Loan Officers
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 05 Dec 2023 | 22: Social Media Strategies to Win in Today’s Market with Jason Henneberry | 00:43:14 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible and BrokerHQ, while also being the co-founder and COO of Tango Financial, which funds $4.5 billion annually in mortgages.
Jason is here to discuss: → Specific strategies working today for several mortgage brokers in this down market. → His journey in the mortgage industry and his most recent venture, Strategy Hub. → And what Jason would do today if he was a brand new agent.
Tango Website: www.tangofinancial.ca VIP Club Website: www.thevipclub.io Jason Henneberry's Instagram: @jasonhenneberry Jason Henneberry's Facebook: @JasonHenneberry ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 17 Sep 2024 | 62: Our Hot Take on Social Media, Targeting Financial Advisors & Getting Lean | 00:27:52 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share what they've been up to lately with hot takes on 3 topics that they'll be focusing on moving forward in their businesses.
Brandon and Tom discuss: → What's happening in regards to social media, and the changes they've made in their philosophy and execution. → Approaching more FAs (Financial Advisors) to build referral relationships and what they've learned working with them so far. → Getting lean in their business and making cuts whether it be for money, time, or usefulness, and adding more structure. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 08 Aug 2023 | 6: Top 8 Mortgage Tips for Success with Jeff Mudrick | 00:32:02 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by their friend, Jeff Mudrick, a rockstar Mortgage Broker from Newmarket, Ontario. Jeff if here to deep-dive on 8 insights he's learned so far from his first 2 years in the mortgage business.
Jeff is here to discuss: → Shiny object syndrom. → How you determine your own success. → And scripting for saying "no" to referral partners.
Jeff Mudrick's Email: jeff@mudrickmortgages.com Jeff Mudricks's Instagram: @jeff.does.mortgages ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 14 May 2024 | 44: Broker Complete with Tom - Importance of Routine, Our Youtube/Podcast Journey, My Future Plans, and More | 00:19:52 | |
WATCH ▶️ Watch this episode on Youtube ***
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 their business, and their business outlook for the rest of the year. → Their Canadian Mortgage Guide YouTube channel - getting solid leads, optimization, and future plans. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 09 Jan 2024 | 26: Level Up 2024 - Two Frameworks to Earn More Working Less | 00:31:24 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 2 frameworks that can help you earn more by working less, starting wth foundational pieces and then habits to layer in to maximize efficiency.
Brandon and Tom discuss: → Calendar auditing, time blocking, templates and checklists. → Morning routines, inbox zero, silent phone, and activity merging. → And quickly saying "no" and flying through content. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 30 Jul 2024 | 55: Funding $46M/Year Within His First 3 Years in the Mortgage Biz with Jeff Mudrick | 00:39:00 | |
WATCH ▶️ Watch this episode on Youtube ***
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 ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 26 Sep 2023 | 13: Investing in the U.S. with Glen Sutherland | 00:30:57 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Glen Sutherland, a real estate investor and coach from Wellesley, Ontario, who's specialty is investing in the U.S. real estate market. Glen also has a podcast called "A Canadian Investing in the U.S.", which he's hosted since 2018.
Glen is here to discuss: → What led him to investing in the U.S. → What investment strategies he's been using. → And how you as a Canadian can get started in U.S. investing.
Glen Sutherland's Website: www.glensutherland.com Glen Sutherland's Email: glen@glensutherland.com Glen Sutherland's YouTube Channel: @ACanadianInvestingInTheUS ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 30 Jan 2024 | 29: How to Effectively Use a Mortgage CRM | 00:32:31 | |
WATCH ▶️ Watch this episode on Youtube ***
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 successful Brokers do with their CRMs. → And the different campaigns and processes to find, keep, and close more business.
Josh Miszk's Email: josh@brokeredge.ca Brokeredge Website: www.brokeredge.ca Brokeredge Instagram: @brokeredgecrm Brokeredge Facebook: @brokeredgecrm ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 03 Oct 2023 | 14: 5 Tech Tools to Optimize Your Mortgage Business | 00:18:22 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 tech tools or programs that they use to optimize different areas of their business. Brandon and Tom discuss: → The tools they use, and how and why they use them. → Comparing BombBomb and Loom. → And how they've been able to find a middle ground with their tech use when combining their businesses. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 12 Sep 2023 | 11: When to Burn the Boats | 00:11:04 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon flies solo and goes through the things you should think about when you plan to go all-in on mortgages.
Brandon discusses: → When he decided to go all-in on mortgages. → The plans you should have in place. → And the mindset you need to have. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 07 May 2024 | 43: What Almost All Mortgage Pros Are Doing Wrong | 00:18:39 | |
WATCH ▶️ Watch this episode on Youtube ***
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 cost. → The personal growth you can have by prioritizing health and relationships.
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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 02 Apr 2024 | 38: MASTERCLASS: How to Build Your Business with Realtor Partners | 00:36:53 | |
WATCH ▶️ Watch this episode on Youtube ***
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 more Realtor partners and various scripting. → Setting yourself apart from other Brokers by making your own programs and highlighting multiple strategies including: No Bank Penalties, Inflation Hedge, and Guaranteed Approval. → And how you should be growing in the down years and keeping your focus on income earning tasks.
Lendesk Website: www.lendesk.com Lendesk Instagram: @lendesk Greg Williamson's Instagram: @gregwilliamsonblink Greg Williamson's LinkedIn: @GregWilliamson "Lead to Close" Podcast: www.lendesk.com/podcast Compare My Offers Website: www.comparemyoffers.ca ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 13 Feb 2024 | 31: MASTERCLASS: How to Actually Get Business Off of Instagram | 00:26:35 | |
WATCH ▶️ Watch this episode on Youtube ***
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 social media shortcut. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 01 Oct 2024 | 64: There's 90 Days Left in 2024, Focus on These Things | 00:18:29 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share what you should be focusing on in the final quarter to finish 2024 strong, and start 2025 off right.
Brandon and Tom discuss: → Assessing your business and where you need to improve for next year. → The lifetime value of your actions and why you should focus on problems, not solutions. → And picking something to change your mindset. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 19 Dec 2023 | 24: How to Plan Your 2024 Goals and Find Success | 00:19:47 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share how to map your 2024 business plan, and also a special offer for listeners.
Brandon and Tom discuss: → 6 steps they've used in mapping out the new year. → What you should be factoring in for goal setting. → And what you should consider in your marketing plan. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 11 Jun 2024 | 48: Own Summer 2024 | 00:08:05 | |
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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 15 Aug 2023 | 7: Top 3 Lead Generating Strategies to Implement Right Now | 00:14:24 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share their top 3 lead generating strategies that they've been implementing over the summer.
Brandon and Tom discuss: → 3 different strategies you can use. → How they've been successful. → And why you should try them. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 01 Aug 2023 | 5: Collaboration vs. Competition | 00:18:38 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom discuss the concepts of collaboration and competition, and why you have to walk a fine line between both to make your business the best it can be.
Brandon and Tom discuss: → The ways collaboration can save you money and improve your processes. → The ways competition can motivate you. → And what they're hoping to take away from their mid-2023 mastermind. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 16 Jan 2024 | 27: How To Win Over Realtors (Realtor Value Adds Part 1) | 00:17:45 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the basics of how you can build a strong referral relationships with Realtors, in part 1 of a 2 part episode.
Brandon and Tom discuss: → Communication commitments and lead tracking. → Using budgeting as a value add. → And offer assists to stand out from multiple offers. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 17 Oct 2024 | 66: How to Make More Per File (5 Tips) | 00:27:07 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 ways that you can make more money per file, including ways you can make more money immediately, and opportunities you can find within the file itself. Brandon and Tom discuss: → The benefits of MPP for certain client avatars and examples of where MPP would've helped specific files. → Volume bonuses and being in touch with your BDMs to know lender promos. → Asking for referrals and referral programs, looking for new partners within deals, and where you can find new partners in the client journey. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 20 Aug 2024 | 58: 3 Common Traits of High Producers | 00:22:34 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 3 traits they see in high producers from conversations they've had across their 3 podcasts. These are common themes not just in the mortgage industry, but all industries.
Brandon and Tom discuss: → Keeping Your Business Simple - Narrowing your focus and staying on task until it's complete, avoiding shiny objects, and keeping very simple back-end systems. → Picking a Niche - Having a "no-go" list and making sure clients/referral partners fit you, different niche's you could go after, and being strategic about the time you spend before having a live deal. → Consistency - Set up your non-negotiable tasks, creating competition for motivation, and continually improving your business.
BONUS Topic: The importance of having value adds and having specific offers for your clients. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 21 May 2024 | 45: Rate Shoppers, Events & Negronis (Mastermind Series) | 00:24:44 | |
WATCH ▶️ Watch this episode on Youtube ***
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 their tasks and utilizing Notion, and how they're staying on top of all their projects. → What to do if you're losing files to the banks, upcoming renewals, and plans for lead gen. → Why you should be tracking your conversion rate, a filter for leads on discovery calls, and why you can't project your own beliefs on a client. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 04 Jun 2024 | 47: Takeaways From the StrategyHub Renewal Bootcamp | 00:12:23 | |
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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 02 Jul 2024 | 51: You Reap What You Sow | 00:14:51 | |
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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 12 Mar 2024 | 35: How to Lose Less Clients to the Bank/Steps to Take If They Leave | 00:23:03 | |
WATCH ▶️ Watch this episode on Youtube ***
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 where you went wrong and how you can correct it in the future. → And 5 ways you can make yourself stickier to a client so you have better odds of keeping them. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 27 Feb 2024 | 33: How to Hire to Scale Your Business | 00:39:42 | |
WATCH ▶️ Watch this episode on Youtube ***
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 financial stability and align your time with your genius.
Paul is here to discuss: → His unique journey into mortgages and why you need to find your niche and point of differentiation. → How to make tasks fractional and the first steps to hiring a VA. → And the DAO framework and how it can help you grow in your business.
View the Customer Success document here.
Level Up Mortgages Website: www.levelupmortgages.com Level Up Mortgages Instagram: @levelupmortgages Level Up Mortgages YouTube: @levelupmortgages Paul Davidescu's Email: paul@levelupmortgages.com Paul Davidescu's Instagram: @pauldavidescu Paul Davidescu's LinkedIn: @PaulDavidescu Grind Less, Flow More Podcast: www.grindlessflowmore.com ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 30 Apr 2024 | 42: 6 Mistakes We Made as New Mortgage Pros | 00:20:54 | |
WATCH ▶️ Watch this episode on Youtube ***
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 lenders. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 04 Jul 2023 | 1: What is Commission Breath? | 00:21:54 | |
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EPISODE DESCRIPTION Hosted by Brandon Love and Tom Moffat, both Mortgage Brokers from Burlington, Ontario, the Commission Breath Podcast is a mortgage professional's complete guide on how-to successfully scale their business, without falling into the trap of "commission breath".
In this inaugural episode, Brandon and Tom discuss: → What "commission breath" is and why it's a business killer. → Times they've had "commission breath". → And what listeners can look forward to in coming episodes. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 06 Feb 2024 | 30: A HUGE Opportunity For Mortgage Pros: Long Form Content | 00:29:32 | |
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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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 31 Oct 2023 | 18: How Can You Integrate A.I. Into Your Mortgage Business? | 00:16:28 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can use A.I. in your business, and where they think A.I. is headed. Brandon and Tom discuss: → A.I. tools they're using. → Places in their business where they wouldn't use A.I. → And how they think A.I. will impact Brokers in the future. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 02 Jan 2024 | 25: 5 Strategies in a Rate Declining Market | 00:17:41 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 strategies you can use in a rate declining market to reactivate older business or gain new business.
Brandon and Tom discuss: → How you implement rate insurance for your clients. → How you can utilize social media. → And what they've found to be getting the most engagement with Realtors. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 05 Sep 2023 | 10: There’s 118 Days Left in 2023, What Will You Do With Them? | 00:16:43 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share what lead to merging their businesses, their plans for the remainder of 2023, and how you don't have to wait until a new year to put energy in your business. Brandon and Tom discuss: → How merging their businesses will work. → Where they each will put their energy for lead gen. → And general vs specific focus. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 17 Oct 2023 | 16: 1 Hour of Work for $25K (Renewal Rocket Strategy) | 00:20:33 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share the renewal rocket strategy, and how it can feed you leads all year long. Brandon and Tom discuss: → What the renewal rocket strategy is. → The best ways to implement it. → And where you can find extra opportunities with this strategy. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 24 Oct 2023 | 17: An Honest Deep-Dive Into Podcasting | 00:17:10 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom do an honest deep-dive into podcasting, and what they've learned from it so far, and how you can get started yourself. Brandon and Tom discuss: → Some of the problems and issues that they've overcome. → How they use their podcasts for social media content and their social media strategy with guests. → And why they started a 2nd podcast, and how both podcasts can co-exist. ***
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| 09 Jul 2024 | 52: How to Close More Renewal Business with Jill Moellering | 00:42:18 | |
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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 ***
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| 26 Nov 2024 | 73: Guide to Getting More Google Reviews (Step by Step) | 00:26:08 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on how to get more Google reviews, and why this is something you should want to optimize and focus on. Brandon and Tom discuss: → The benefits of boosting your Google profile, the importance of your online presence, and how it can lead to business growth → Where to get reviews, how to ask, including scripting, for reviews, and where reviews can fit in your client journey. → Using reviews as social proof for a competitive advantage with clients and referral partners, improving your review conversion rate, and strategies to overcome discomfort in asking for reviews. ***
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| 19 Sep 2023 | 12: How to Quickly Grow Your Master Database | 00:14:59 | |
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EPISODE DESCRIPTION In this episode, Tom flies solo and goes through how you can quickly grow your master database.
Tom discusses: → How he's grown his database. → When you can find leads. → And strategies you can implement to grow your database. ***
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| 29 Oct 2024 | 69: MPC Insider Scoop & 1 Quick Tip to Implement Today | 00:14:54 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are at their first MPC conference in Montréal! They give their highlights and what they've learned from the event, and also a tip backed by a big win Brandon's had with a process change. Brandon and Tom discuss: → The multiple paths and structures Brokers can take to make a successful mortgage business. → Fostering relationships outside of your inner circle to build co-brokering partnerships in other provinces or niches. → The Canadian mortgage industry being larger and more diverse than one might realize, and how not everyone has a stake in the social media game. ***
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| 12 Dec 2023 | 23: 6 Lessons We’ve Learned In 2023 | 00:19:19 | |
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In this episode, Brandon and Tom share key lessons they've learned in 2023, and how they plan to use them going into 2024. Brandon and Tom discuss: → 6 big lessons they've learned this year. → What has and hasn't worked in their business. → And why you should consider doing this in your business. ***
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| 27 Aug 2024 | 59: The Importance of Conferencing, Surviving as a Broker, & More with Dustan Woodhouse | 00:52:11 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Canadian mortgage industry titan Dustan Woodhouse. Dustan is the Founder of Be a Better Broker Inc. from Vancouver, BC, who spent 10 years as a Broker, funding 1,695 mortgage files ($775 million), and was consistently ranked among the top brokers nationwide by CMP magazine. He then spent 5 years as the President of Mortgage Architects, a national Brokerage with 2,000+ agents, funding $18+ billion annually.
Having authored the Be the Better Broker book series, which teaches the core principles of successful mortgage brokering, this led Dustan to delivering workshops in major cities since 2014, reaching over 5,000 industry professionals. Be the Better Broker has now expanded to also include podcasts, 1-on-1 coaching, and conferences, with the mission to help Mortgage Brokers refine their systems, processes, and business flows, and achieve peak performance in their careers.
Dustan is here to discuss: → The Be the Better Broker conference in Whistler this coming January, the origins of the conference, and best practices Dustan implements to make his conference unique. → How going to conferences benefits Brokers and ways you can get the most out of them, how to overcome social anxiety at in person events and networking tricks, and the uniqueness of the Broker industry in sharing information. → The changing Broker landscape over the past decade, balancing growth with tried and true methods, and how Broker's can make sure they succeed today.
Be the Better Broker Website: www.bethebetterbroker.ca Dustan Woodhouse's LinkedIn: @DustanWoodhouse Dustan Woodhouse's Instagram: @dustanwoodhouse Dustan Woodhouse's YouTube Channel: @bethebetterbroker ***
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| 10 Oct 2023 | 15: Seek Discomfort to Grab Market Share | 00:19:36 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how you need to put yourself into physical, mental, and emotional discomfort in order to move forward in your life and business. Brandon and Tom discuss: → Real-life examples when they've made themselves uncomfortable and how it impacted them. → How you can start with small discomforts and work your way up. → And their new podcast, F.I. Talk. ***
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| 28 Nov 2023 | 21: What Makes Calvert Home Mortgage a Unique Lender with Ryan Day | 00:30:42 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Ryan Day, a Real Estate Investment Success Manager at Calvert Home Mortgage from Calgary, Alberta. Calvert Home Mortgage is a Mortgage Investment Company (MIC) which started in 1975, and today lends in Alberta and Ontario.
Ryan is here to discuss: → What Calvert is most known for and what makes them a unique lender. → Where their business has shifted in current market conditions and which products are popular right now. → And how they're trying to make a Mortgage Broker's life easier.
Calvert Home Mortgage Investment Corporation Website: www.chmic.ca Calvert Home Mortgage Instagram: @calverthomemortgage_ Calvert Home Mortgage YouTube: @calverthomemortgage Ryan Day's Email: ryan@chmic.ca Ryan Day's LinkedIn: @RyanDay Resources from CHM here: https://docs.google.com/document/d/1HToJiMbqSr1fbr51_DQQlxIBEl3k55uEXEbuEWz9iOU/edit?usp=sharing ***
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| 24 Sep 2024 | 63: Industry's Best Kept Secrets, Succeeding as a Broker in Today's Market, and More with Ryan Wiley | 00:50:44 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game" podcast, and for the past 2 years has been a coach who's goal is to help Mortgage Brokers grow their business and live their best life.
Ryan is here to discuss: → What's keeping him busy today, his partnership across businesses with Jason Henneberry, and why Ryan stopped Brokering while his business was at it's peak. → Why Ryan started the Wiley Mortgage Team, the first thing that happens when you join his team, and what you should be looking for when you join a team/brokerage. → The mass influx of coaching in the mortgage industry, what Broker's aren't learning to do, and determining what type of stress you want to have as a Broker. → The #1 focus you should have in your business, how to vet potential Realtor partners, why you should go deep on current referral partners, and what Ryan would focus on if he started his mortgage business over again (Realtors or social media).
Strategy Hub Website: www.get.mystrategyhub.ca The VIP Club Website: www.thevipclub.io Ryan Wiley's Website: www.iamryanwiley.com Ryan Wiley's Instagram: @iamryanwiley Ryan Wiley's LinkedIn: @RyanWiley The Mortgage Game Podcast: https://wavve.link/mortgagegame ***
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| 24 Dec 2024 | 76: Why You Shouldn't Care About Views On Social Media | 00:14:51 | |
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| 18 Jun 2024 | 49: This One Skill Will 10x Your Business | 00:19:54 | |
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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. ***
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| 23 Jul 2024 | 54: This One Activity Will Have the BIGGEST Impact on Your Mortgage Business | 00:21:52 | |
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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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| 19 Mar 2024 | 36: How to Use Video to Scale Your Business (Pt. 1) | 00:17:43 | |
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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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| 12 Nov 2024 | 71: 5 Things We’re Focusing on For 2025 | 00:21:50 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share 6 things they're wanting to focus on in 2025, both personal and professional, and how they're planning to implement these changes. Brandon and Tom discuss: → Being ruthless with their time and tuning out distractions. → Doubling down on prospecting and client referrals. → Refining non-negotiables and removing personal and professional clutter. ***
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| 21 Nov 2023 | 20: How You Can Double Your Mortgage Business By Making 1 Simple Change | 00:12:52 | |
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EPISODE DESCRIPTION In this episode, Tom shares how 1 simple change he's made has doubled his business this year, and how you can do it too. Tom discusses: → How you can optimize your weekly schedule to fit your life. → How to block time in your calendar and what to start with. → And his accountability system that keeps him on track. ***
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| 28 May 2024 | 46: Top 5 Client Journey Tips To Implement NOW | 00:20:24 | |
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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 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. ***
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| 23 Apr 2024 | 41: Make It Easy to Have People Refer You | 00:14:31 | |
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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 and thinking where you can fit in from their perspective. ***
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| 05 Mar 2024 | 34: How to Take a Vacation (Without Opening Up Your Laptop) | 00:24:15 | |
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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 clients they'll be taken care of. → And how taking vacation can actually make you more money in the long run than constantly grinding. ***
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| 07 Jan 2025 | 77: How to ACTUALLY hit your goals in 2025 | 00:36:23 | |
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| 06 Aug 2024 | 56: From 5 to 14 Loans a Month - Leveraging Advanced Mortgage Strategy with Zac Lofeudo | 00:31:54 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Zac Lofeudo. Zac is a Mortgage Agent from Toronto, Ontario, who has over four years of experience to the mortgage industry and quickly emerged as a prominent mortgage broker nationwide. Zac has managed to increase his business by niching into Rental Cash Damming, which has allowed him to stand out with clients, referral partners, and other Mortgage Brokers and Agents.
Zac is here to discuss: → What Cash Damming is, how this has increased his business, and how it has opened doors with more Realtors. → His consulting fees, pricing, and terms, staying onside with FSRA, and working with other Brokers and their clients. → His different social media strategies for Instagram and TikTok, how he funnels people from social media for conversion, and also the Cascade strategy for mortgage renewals.
Zac Lofeudo's Email: zac.lofeudo@vinegroup.ca Zac Lofeudo's Instagram: @mortgageswithzac Zac Lofeudo's TikTok: @mortgageswithzac Zac Lofeudo's LinkTree: @rentalcashdamming ***
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| 08 Oct 2024 | 65: Should You Merge Businesses with Another Broker? | 00:32:13 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share some of the pros and cons of starting a mortgage team, and a few different models that could work for you if you're looking to create a business partnership.
And as a bonus, they are also interviewed by industry titan Jason Henneberry, to share more about their background and experience merging their businesses together, and what is going on with their new brokerage, Tango Ontario.
Brandon and Tom discuss: → The pros of merging businesses like picking the right partner, daily supports, hiring earlier, and cost splitting. → The cons of merging businesses like picking the wrong partner, spending time rebranding, and preparing for the worst. → 3 different ways to structure business partnerships, and filters to use when looking at potential partners. ***
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| 17 Dec 2024 | 75: How Underwriting Experience Got Him to 35M+ Within His First 5 Years with Ashton Lambert | 00:26:16 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Ashton Lambert. Ashton is a Mortgage Agent at Synergy Mortgage Group from Hamilton, Ontario, who's been in the mortgage industry for 10 years. Ashton started at Mission35 as a Communications Manager and Client Intake Specialist, then progressed to an Underwriter and now with Synergy, an full-time Mortgage Agent for the past 4 years. Ashton's volume has steadily increased from $12M when he started to $35M this year, his best yet.
Ashton is here to discuss: → Working his way through the mortgage industry, how it's helped him expedite his experience as a Mortgage Agent, and when to start hiring a team. → The secret sauce in his customer journey that get's him Google reviews and clients for life, and how he keeps his client sources diverse with referrals, Realtors, and social media. → How he's found success in social media and key mistakes that Agents make when using social platforms, and how to know if more tech is needed or just a shiny object. Ashton Lambert's Instagram: @_ashlambert Ashton Lambert's LinkedIn: @AshtonLambert ***
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| 26 Mar 2024 | 37: How to Use Video to Scale Your Business (Pt. 2) | 00:23:47 | |
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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. → Tips and tricks to get the most out of your videos and create the most engagement. ***
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| 11 Jul 2023 | 2: The ”Ask” Muscle | 00:27:34 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom introduce us to the "ask muscle", the habit of asking for things, and how important that is to growing your business.
Brandon and Tom discuss: → Different ways of incorporating "asks" into your business, whether through making specific calls or putting it in your customer journey. → "Asks" that have been working for them with both referral partners and clients. → And Brandon's challenge to listeners who want to kick-start their "ask" forming habit. ***
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| 14 Nov 2023 | 19: How to Use Social Media Successfully As a Mortgage Broker | 00:20:44 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how they've been using social media, and some tips and tricks they've learned to make the most of it. Brandon and Tom discuss: → Hook videos vs. bingeable content. → Quality vs. quantity. → And how there's more to social media than just making content. ***
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| 22 Oct 2024 | 67: How to Get More Approvals in Less Time From Lenders (5 Tips) | 00:17:02 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 tips on how you can get more approvals in less time from lenders, making your business more quick and efficient, and also impressing clients. Brandon and Tom discuss: → The importance of where and why you place your files with a certain lender, and if you have doubts if a file will be approved. → Being able to leverage great relationships with BDMs and Underwriters in the industry to push things forward. → Why bad submission notes and slow response times are killing your deals. ***
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| 25 Jul 2023 | 4: The Fortune is in the Follow-Up | 00:24:14 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom reflect on their businesses for the first half of 2023, what stands out in both good and bad ways, and what they want to improve for the rest of the year.
Brandon and Tom discuss: → How the first half of 2023 has gone for their businesses. → How so much success comes back to following up with clients and referral partners. → And why you absolutely need to be calling your variable rate clients. ***
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| 18 Jul 2023 | 3: The Lifetime Value of a Client with Em Miszk | 00:42:49 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom have their first guest, Em Miszk! Em is a Mortgage Broker from Mississauga, Ontario, who also has a CRM for Mortgage Brokers, and claims to have never had commission breath!
Em is here to discuss: → The lifetime values of clients. → Focusing on momentum. → And going back to basics.
Em Miszk's Website: www.portcreditmortgages.com Em Miszk's Email: emily@portcreditmortgages.com Em Miszk's Instagram: @emilymortgagebroker Em Miszk's Linktree: @portcreditmortgages ***
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| 22 Aug 2023 | 8: Top 5 Books That Can Change Your Life and Business | 00:13:35 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share their top 5 books that have fuelled them to changes their lives or businesses, and hope they can do the same for you.
Brandon and Tom discuss: → Books that have been personally motivating. → Books that have been professionally motivating. → And how you can use books to wow your clients. ***
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| 12 Aug 2024 | 57: Find Deals TODAY By Leveraging Mortgage Penalties with Matt Imhoff | 00:39:31 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Matt Imhoff. Matt is the CEO and a Mortgage Broker at Meticulous Mortgage Solutions Inc. from Vancouver, BC, and is also a expert when it comes to mortgage penalties. Now a Prepayment Penalty Mentor, Matt has trained and supported over 300 Brokers to master prepayment penalties and become a trusted expert their clients can rely on.
Matt is here to discuss: → How he got into prepayment penalties, why you should care about them, and how you can use them to close more deals. → When penalties become IRD (interest rate differential) instead of 3 months interest, how Brokers can track posted interest rates from lenders, and prepayment penalties vs mortgage porting features. → How you can make this information digestible for clients, adding value for your clients, and how you can use this strategy to mine your database.
For a Discount on Matt's Prepayment Penalties Program, use Promo Code: CommissionBreath$50 (Expires Monday August 19th 2024 at 11:59pm EST)
Prepayment Penalty Mentor Website: www.penaltymentor.ca Matt Imhoff's Email: matt@penaltymentor.ca Meticulous Broker's Facebook Group: @meticulousbrokers ***
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| 10 Sep 2024 | 61: Get Back Your Mortgage Mojo | 00:09:23 | |
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EPISODE DESCRIPTION In this episode, Brandon shares how being down on yourself will have an impact on your business, and what you can do to get your confidence back.
Brandon discusses: → Reframing your mindset and reminding yourself of your "why". → Changing your inner circle and your scenery. → Going to event and surrounding yourself with positive industry professionals. ***
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| 05 Nov 2024 | 70: If I Can Stop ONE Person From Making This Mistake, I’ll Be Happy | 00:09:12 | |
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EPISODE DESCRIPTION In this episode, Tom shares a message for listeners that he hopes can keep them from making the same mistakes he and Brandon did this year, and how shifting course has led to an overall better life.
Tom discusses: → The lens he now uses to look at opportunities and the 1% rule. → Content creation including social media and podcasting. → Knowing where your leads are coming from and marketing. ***
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| 20 Feb 2024 | 32: Why We're Simplifying Our Mortgage Business (A Look Into Our Business) | 00:27:56 | |
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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 removing to stay focused on what's working best. ***
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| 29 Aug 2023 | 9: How to Make Your Client Journey a Leads Machine | 00:23:23 | |
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EPISODE DESCRIPTION In this episode, Tom flies solo and goes through his customer journey, and points out the places in it where he generates leads.
Tom discusses: → Who he connects with. → What forms of communication he uses. → And when he asks for Google reviews. ***
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| 19 Nov 2024 | 72: How to Crush Your Strategy Calls (You Probably Aren't Doing This) | 00:22:25 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how they've made their strategy calls as efficient as possible, saving time and money, and also how it covers you when it comes to compliance. Brandon and Tom discuss: → What happens before the strategy call and when they do the strategy call. → Their individual process when doing strategy calls and Tom's hybrid method. → Utilizing video in your process and cutting content for social media. ***
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CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 09 Apr 2024 | 39: Our Experience Building a Brand So Far | 00:17:56 | |
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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. → How they've pivoted their consumer facing podcast multiple times to align with their vision. → And why they're now focusing on YouTube and the utility of short-form content. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
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| 23 Jan 2024 | 28: How To Win Over Realtors (Realtor Value Adds Part 2) | 00:25:14 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can build strong referral relationships with Realtors by generating leads for them, in part 2 of a 2 part episode.
Brandon and Tom discuss: → The real time referral loop/referral program. → List assist actions and webinars. → And leveraging Google Business. ***
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| 10 Dec 2024 | 74: 10M+ From Social Media with Less Than 2 Years in the Industry with Chantelle Wright | 00:22:06 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Chantelle Wright. Chantelle is a Mortgage Agent at Tango Financial from Springwater, Ontario, who got her mortgage licence September of 2023. Under the guidance of Ryan Wiley and Strategy Hub, Chantelle closed over $10 million in volume her first year. With $10 million currently sitting in her pipeline, her goal is to use more of the tools from Strategy Hub to double her total mortgage volume to $20 million in 2025.
Chantelle is here to discuss: → How she was able to find success in her first year, her plans for business growth in her 2nd year, and what her volume goals are for 2025. → The strategies Chantelle has applied to her business that have brought success, what social platforms are bringing her business, and building meaningful connections with Realtors on Instagram. → How Chantelle manages her time & daily non-negotiables, her plans to connect with Financial Advisors, and breaking down the "Breaking Bank" email strategy.
Chantelle Wright's LinkTree: @themortgagewomanchantelle Chantelle Wright's Instagram: @themortgagewomanchantelle Chantelle Wright's TikTok: @themortgagewoman Chantelle Wright's LinkedIn: @ChantelleWright ***
TANGO ONTARIO 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 03 Sep 2024 | 60: How to Survive the Banks Eating Our Lunch (3 Paths to Take) | 00:16:46 | |
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EPISODE DESCRIPTION In this episode, Tom shares 3 different pathways Brokers should be looking at taking if you want to survive long-term in this business, as it is nearly impossible to compete with the banks on rate and too many files are being lost to them.
Tom discusses: → Increasing your lead flow and value adds you can implement in your business. → Focusing on niche strategies to help specific client types. → Pivoting away from "A" business where the banks aren't competition. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
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| 23 Oct 2024 | 68: [Timely] Find Refi Deals NOW with This Strategy | 00:15:19 | |
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EPISODE DESCRIPTION In this episode, Tom shares a very timely strategy that you can use to find refi deals on fixed rate mortgages. This opportunity will come and go quickly, so get on it right now!
Tom discusses: → An overview of this strategy that has been working for him and Brandon, and the lightbulb moment that has made this work. → Leveraging referral partners and your database. → Marketing ideas including emails and social media. ***
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| 16 Jul 2024 | 53: 2 Emails You Can Send NOW That Will Get You Leads (FREE Download) | 00:15:39 | |
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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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 16 Apr 2024 | 40: How to Increase Views On Your Videos (5 Ways) | 00:16:09 | |
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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 rates. → Moving from the era of heavily edited and slick content to an era of simple, authentic, and raw content across platforms. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 25 Jun 2024 | 50: A Year in Review | 00:26:57 | |
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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 (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||