Raeann runs her brokerage Keystone Mortgage in St. Albert, Alberta since 2011, and now has a team of 7 other agents. She has been a broker for 8 years, and started her financial career at Bank of Montreal.



Stats

  • 8 years in the industry
  • St. Albert, Alberta
  • Keystone Mortgage (Mortgage Architects)

Raeann’s Quotes

  • You make your own success

Good Stuff

  • The importance of referrals: Raeann found a key referral relationship that netted 12 clients in 8 months with multiple referrals each.
  • Establish time boundaries between your business and your family. Raeann turns the phone off to get 1-on-1 family time.
  • Create process to stay on top of client mortgage renewals, referral thank-yous, and periodic client touches throughout the year.
  • Raeann prefers marketing to existing clients and warm leads over web and print advertising.
  • Raeann is growing her mortgage team, and not cross-selling other financial products.
  • Get a good CRM.
  • Maintain a weekly calling schedule.
  • Send thank-you cards via mail. Raeann uses SendOutCards.
Keystone Mortgage is hiring brokers in Edmonton!

More About Raeann

Show References

Host

More Shows

See more notes and other episodes at the I Love Mortgage Brokering website.

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!