In the dynamic world of mortgage brokering, aligning with the right firm is more than just evaluating commission splits. It’s about finding a partnership that supports your growth, aligns with your values, and fosters long-term success. Why Your Choice of Firm Matters Whether you’re a newcomer or a seasoned broker, the firm you choose can […]
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Title: Why Client Retention Matters More Than Ever – Joanne Cole on the Future of Broker Engagement In a recent episode of The Mortgage Broker Broadcast, Craig Skelton caught up with Joanne Cole, the founder of BrokerIQ, to talk about the evolving landscape of client engagement, retention, and the technology that supports brokers long after the
Title: Why Mortgage Brokers Should Embrace AI and Workflow Automation to Prevent Burnout and Scale Smarter Discover how AI and CRM workflows can help mortgage brokers streamline admin, prevent burnout, and scale their businesses effectively. Learn practical steps from digital expert Robert Rusu. Why Mortgage Brokers Should Embrace AI and Workflow Automation to Prevent Burnout
Supporting Brokers Beyond Compliance: Why Mentorship and Long-Term Vision Matter In this week’s episode of The Mortgage Broker Broadcast, Craig Skelton welcomes back seasoned industry professional Jonathan Needham, founder of Needham Financial, to reflect on the evolution of the mortgage advice world over the past few decades. With a career spanning nearly 30 years—from starting
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Blog Title: Why Local Branding is Key for Self-Employed Mortgage Brokers Meta Description: Discover why focusing on your local market is the smartest move for new self-employed mortgage brokers. Learn how to build trust, generate leads, and scale your business sustainably. Build Local, Grow Strong: Why Local Branding Matters for Mortgage Brokers If you’re a new
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Why Reviewing Q1 Is Crucial for Self-Employed Mortgage Brokers As we step into April, one quarter of the year is already gone. That’s 90 days or 25% of 2025 behind us. If you’re a self-employed mortgage broker or running your own mortgage business, it’s time to ask yourself: Are you where you expected to be?
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From Adversity to Authority: Dan Knott’s Journey as a Mortgage Broker and Podcaster In this episode of The Mortgage Broker Broadcast, I welcomed back a familiar face and voice in the industry: Dan Knott, also known as “Dan Does Mortgages.” For those who have followed Dan’s journey from the early days of his career, you’ll
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Hi and welcome to this week’s the Mortgage Broker broadcast. This is the podcast made for mortgage brokers at every single level. Whether you’re just starting out in your mortgage broker journey, or running your own mortgage broker firm, or focused on growing and scaling your existing business, this podcast is for you. In today’s
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Why Mortgage Brokers Should Get Involved in Their Client’s House Purchase The mortgage industry is competitive, and standing out as a self-employed mortgage broker can be challenging. Many brokers focus solely on securing mortgage deals, but what if you could offer more? What if you could become an essential part of your client’s entire home-buying
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How to Structure Your First Appointment as a Mortgage Broker for Maximum Client Impact Welcome to this week’s Mortgage Broker Broadcast blog, designed to support mortgage brokers at every stage of their journey—whether you’re just entering the industry, running your own firm, or looking to scale your business. Today, we’re diving into one of the
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