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Julie Jeffery is a mortgage agent with Elevation Mortgage, located in Calgary, AB.

Julie will be one of our guests at the upcoming BrokerTalks event in Calgary on Jan. 17, 2017.

With a year and half of brokering experience, and many more in banking, Julie has developed a keen sense for relating to customers and showing a deep understanding for her clients’ long-term goals. With a passion for empathy and helping people understand their options, Julie excels in finding solutions and providing the best possible service for her customers.

Through over 100 e-mail templates and other systems, Julie has risen above the competition in terms of providing transparent, honest, and bold customer service. She shares with us how she’s built up her business, what tools she’s used to get there, and how you can do the same.



Julie’s Quotes

  • I left the bank because I needed to give my clients more choice.
  • Life happens to us; we can’t plan for a lot of these things.
  • Not enough Canadians have insurance.

Good Stuff

  • [spp-timestamp time=”[spp-timestamp time="2:14"]″] How did you get into the business? Tell us a bit about yourself.
  • [spp-timestamp time=”[spp-timestamp time="2:36"]″] My background is in social work.
  • [spp-timestamp time=”[spp-timestamp time="3:21"]″] How long were you with the bank before becoming a broker?
  • [spp-timestamp time=”[spp-timestamp time="3:57"]″] What made you want to make the initial switch?
  • [spp-timestamp time=”[spp-timestamp time="4:41"]″] How does your structure differ from the bank?
  • [spp-timestamp time=”[spp-timestamp time="5:06"]″] I want to keep in contact with my clients, and maintain those relationships.
  • [spp-timestamp time=”[spp-timestamp time="6:04"]″] How has your current role been affected by your previous experience with RBC?
  • [spp-timestamp time=”[spp-timestamp time="6:29"]″] I left the bank because I needed to give my clients more choice.
  • [spp-timestamp time=”[spp-timestamp time="6:57"]″] How do you educate your clients on potential penalties?
  • [spp-timestamp time=”[spp-timestamp time="7:13"]″] Understand your personal life and your goals when looking towards the future and major purchases.
  • [spp-timestamp time=”[spp-timestamp time="8:54"]″] How would you respond to a client asking about variable vs. fixed rates? What about in light of the recent changes?
  • [spp-timestamp time=”[spp-timestamp time="10:19"]″] Not enough Canadians have insurance.
  • [spp-timestamp time=”[spp-timestamp time="10:41"]″] What does your conversation about insurance with clients look like?
  • [spp-timestamp time=”[spp-timestamp time="13:58"]″] Where did you learn to be bold with your clients?
  • [spp-timestamp time=”[spp-timestamp time="16:00"]″] Empathy is what drives us to be bold.
  • [spp-timestamp time=”[spp-timestamp time="18:41"]″] What is something you’ve built up for your systems in the past year that has helped your business? Anything you would have started sooner?
  • [spp-timestamp time=”[spp-timestamp time="19:08"]″] Jungo, an app for assisting with sales and communication.
  • [spp-timestamp time=”[spp-timestamp time="21:41"]″] Do you do online applications?
  • [spp-timestamp time=”[spp-timestamp time="23:12"]″] What other systems do you have in place?
  • [spp-timestamp time=”[spp-timestamp time="24:56"]″] How long are your e-mail templates?
  • [spp-timestamp time=”[spp-timestamp time="25:41"]″] What is something you do to help nurture future referrals?
  • [spp-timestamp time=”[spp-timestamp time="29:04"]″] Can you give us a snippet on what your BrokerTalk will focus on?
  • [spp-timestamp time=”[spp-timestamp time="32:24"]″] Ask yourself how to build your business. Let’s figure this out together.

Friendly smiling businessman and businesswoman handshaking over the office desk after pleasant talk and effective negotiation, good relationships. Business concept photo

More About Julie


More Shows

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