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 Our guest this week is Geoff Lee of GML Mortgage. Geoff handles hundreds of leads and has built a very successful business.

Scott and Geoff talk about how he got into the mortgage industry and how he keeps clients by demonstrating amazing organization.




  • Location: Vancouver, BC
  • Brokerage: DLC
  • Years in the industry: 6 Years


Just Do it

Good Stuff

    • [spp-timestamp time=”[spp-timestamp time="2:28"]″] How did you get into the mortgage industry?
    • [spp-timestamp time=”[spp-timestamp time="4:00"]″] If you treat your customers well, it will bring you to the top of any competitive industry.
    • [spp-timestamp time=”[spp-timestamp time="4:15"]″] What things are you doing that relate to good service?
    • [spp-timestamp time=”[spp-timestamp time="4:25"]″] We return all of our phone calls, texts, and emails within 90 mins.
    • [spp-timestamp time=”[spp-timestamp time="5:20"]″] Tell us about your first year in the industry.
    • [spp-timestamp time=”[spp-timestamp time="7:56"]″] Took me about 3 years to build back my wages to that of my old job.
    • [spp-timestamp time=”[spp-timestamp time="9:00"]″] I failed at finding balance. I had my priorities backward.
    • [spp-timestamp time=”[spp-timestamp time="10:10"]″] How do you find balance now?
    • [spp-timestamp time=”[spp-timestamp time="11:23"]″] How is your team structured?
    • [spp-timestamp time=”[spp-timestamp time="13:50"]″] Everyone in my team works remotely. We do have a weekly meeting where we all come together to plan out the week.
    • [spp-timestamp time=”[spp-timestamp time="17:00"]″] We have a policy that anything that is not client related has to be done in 4 days.
    • [spp-timestamp time=”[spp-timestamp time="17:35"]″] How is your folder system structured?
    • [spp-timestamp time=”[spp-timestamp time="19:10"]″] What are you using to manage these files?
    • [spp-timestamp time=”[spp-timestamp time="22:50"]″] In the 6 years of being in business, we have only ever asked for an extension 4 times.
    • [spp-timestamp time=”[spp-timestamp time="24:00"]″] Last month we did 32 applications and get 1-8 leads a day.
    • [spp-timestamp time=”[spp-timestamp time="24:45"]″] Where are your leads coming from?
    • [spp-timestamp time=”[spp-timestamp time="26:40"]″] Can you share something with us that we can’t learn about you on Google?
    • [spp-timestamp time=”[spp-timestamp time="28:45"]″] Rapid fire questions.



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