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From Broker Assistant to Broker Coach. Claire shares some great advice on using processes. Ever have a client take your advice and go back to their own Bank? Claire shares a killer strategy on how to turn these situations into an opportunity to generate referrals.

 

STATS

Years as a Broker: 7

Location: Toronto

Brokerage: Mortgage Alliance

TEAM SIZE: 

SUCCESS QUOTE  

[Tweet ““What goes around, comes around.”””]

INSIGHTS 

  • Focus on target demographic marketing
  • Claire focuses on three core areas – first time home buyers, immigrants, and real estate investors
  • Systems make people smarter
  • Brokers need to underwriter more accurately

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ADVICE FOR NEW BROKERS

1. No print advertising

2. Being a licensed mortgage agent goes beyond the course. Continue your education over and above that.

3. Surround yourself with people that will inspire, share and challenge you to be better.