In this short 10-minute podcast series, Scott shares how you can retire from the mortgage industry.

In this episode we will cover:

1. Having a family member take over your business
2. Selling your book of business, either for cash upfront or cash over time
3. Transitioning from self-employed to business owner

Want to work with Wally and me to help with this?

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I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

In this episode, I dive into the three ways you can retire from the mortgage business, from the least to the most profitable. I break down each method, sharing real-life experiences and tips on how you can maximize your earnings as you exit the industry. Whether you want to sell to a family member, a stranger, or set up a system to do the selling for you, I’ve got you covered. You’ll learn why building a system might be the most lucrative option and how you can avoid common pitfalls that brokers face when retiring.

Here are the talking points we covered:

• The false belief that being self-employed means more freedom.
• "Catfishing" in the mortgage business: initial freedom leads to being overworked.
• Understanding the transition from self-employed to business owner and investor.
• Challenges of differing opinions and potential conflict.
• Pros and cons of receiving cash or opting for a buyout over time.
• Finding the right person and structuring the deal to benefit both sides.

How to Fund 300+ Mortgages a Year by Sticking to Your Strengths

Today, we’re joined by Chris Allard, founder of the Chris Allard Mortgage Team and part of Smart Debt Mortgages. Chris is a long-time friend and an exceptional broker.

In this episode, we will cover:

1. The importance of a strong process;
2. How to build an effective team; and
3. Why Chris has two people handling pre-approvals instead of one

To connect with Chris, you can check out the links below

Instagram

Facebook

LinkedIn

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I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

In this episode, I chat with Chris Allard from Smart Debt Mortgages, who funds over 300 mortgages a year—and still loves working with realtors! A large part of his business comes from realtor referrals, alongside leads generated from Google. Chris shares how he’s streamlined his processes and built a team to handle this kind of volume, making sure everyone stays in their lane and plays to their strengths. We dive into how he’s created a business that not only scales but is also enjoyable and delivers a fantastic client experience. As I often say, there’s no problem in your mortgage business that someone else hasn’t already solved. Chris has figured out many of those solutions, and you can too. Tune in to learn how you can apply these strategies to your own business. You won’t want to miss this!

Here are the talking points we covered:

• Funding 300+ mortgages a year and thriving on realtor relationships.
• How Chris generates leads through realtors and Google.
• Streamlining processes and building a team to manage high volumes.
• The importance of keeping team members in their lane.
• Creating a scalable business that’s enjoyable and client-focused.
• Learning from others to solve problems in your mortgage business.
• Key strategies for improving client experience while growing your business.

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.

In this episode we will cover:

1. Where to find your first referral sources
2. What to say to get a meeting
3. How to add value in the conversation
4. How to multiply this with the 3 Thank You Methods

Check out How to Become the Most Famous Mortgage Broker In Your Community

Check out the Rookie To Rockstar Program

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I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

In this episode, I discuss how to build a business from scratch without using social media or content marketing, based on a question from a recent roadshow in Halifax. Initially, I referred to a previous podcast on becoming the most well-known mortgage broker in your community. The challenge was increased when I was asked how to do it without online tools. Fortunately, I’ve helped others succeed in similar situations, so I share a proven plan that works offline. I explain the steps I’d take, how this approach has been refined, and why it remains effective. This episode offers a roadmap for growing your business without relying on social media.

Here are the talking points we covered:

• Starting a business from scratch in a new community with no connections.
• Building a business without relying on social media or content marketing.
• Referring to a previous episode: How To Become The Most Famous Mortgage Broker in Your comm
• Proven strategies for growing a business offline.
• Steps to establish connections and build trust in a new market.
• How the plan has been refined and improved over time.