Do you want to know how to win the client every single time?

(and have them actually convert into a settled deal and not fall off the radar)

Before you do any work. Before you invest time and effort. Before you give them the solution or answer.

There’s a way to win clients…

Without talking about loans, rates or deals.

The answer is NOT:

• Selling the dream (or the sizzle).
• Selling the promise of fast and easy.
• Selling the cheapest rate or best deal.

There’s a framework we follow (and teach our mortgage broker members) during the first part of our Trusted Advisor process called the Triage. What you do during Triage will either win or lose the client.

In this episode of Mortgage Broker Acceleration, you’ll learn exactly what you should be selling during your first conversation… to win the business before you’ve done any work… and make the loan, the rate and the deal irrelevant.

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

There are two methods you can use to build rapport and trust.

One is being a friend, which is how most brokers do it. Be friendly, pat the dog, have coffee, help them, be available anytime… write their loan… send a hamper on settlement and ask for a Google review.

Good right?

No, not really.

Brokers default to this “friend-zone” approach because they think (or have been taught) that “being nice” is what the client wants. But often it will actually lose you business, make your workflow inefficient, and cost you time and money.

In this episode of Mortgage Broker Acceleration, you’ll learn the other approach using our Trusted Advisor framework, that will instantly put you in the “pro-zone” and win you the business over any “friend-zone” brokers or bankers any day of the week.

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

McDonald’s made the “Do you want fries with that?” upsell famous.

Business owners and mortgage brokers have copied and continued in this vein for years… decades… trying to offer additional products and services after the sale of their core product or service.

Mortgage brokers help with home loans… and then try to ask “Do you want fries with that?” Adding on insurance, financial planning, accounting, car loans and the like. Most don’t do very well with it… because it’s not natural and stinks of sales.

Good thing there’s a better way. It's what McDonald’s are doing now too. In fact they’ve been doing it for years. It’s what we teach our members as part of our Trusted Advisor framework.

In this episode of Mortgage Broker Acceleration, you’ll learn a more powerful way to sell additional products and services without having to sell at all. This is 100% designed to help your clients, not just your bottom line.

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!