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Glen Kelleway is not your typical mortgage broker. Aside from managing his mortgage business, Glen finds time to coach and maintain balance between his business and family life. He is a metaphor master and is a very good communicator. Make sure you take some notes with this one.

STATS

Years as a Broker: 11

Brokerage: Mortgage Architects

Team Size: 3

SUCCESS QUOTE

[shadowbox]”Attitude determines your altitude.” – Chris Hadfield[/shadowbox]

[shadowbox]”Thirty seconds of documentation saves me thirty minutes of aggravation.”[/shadowbox]

[shadowbox]”Do what you do best and write a check for the rest.” – Unknown[/shadowbox]

GLEN’S BOOK RECOMMENDATION

An Astronaut’s Guide to Life on Earth: What Going to Space Taught Me About Ingenuity, Determination, and Being Prepared for Anything by Chris Hadfield

INTERVIEW LINKS

Glen’s Website

Glen’s Linkedin Profile

RESOURCE

GoMax – Mortgage Brokering CRM
Goldmine – Contact management

SHOW NOTES

  • If you want to look professional, simplify your processes
  • How Glen manages his crazy busy schedule and find some balance between family and business
  • Don’t be a superman. Learn to delegate and entrust responsibilities to your team.

WHAT I LEARNED

The one key takeaway for me was the need to create a more structured Thank You Program. In the past I have always intending on sending out a gift card or gift basket to clients and referral sources when a file closed, but getting to the mail box or ordering the gift basket always seemed to get missed when I was busy. Now I work with 3 businesses that make it really easy for me to send thank you GC’s. I use Home Depot, Moxies and Starbucks. Starbucks and Moxies will email a GC to the client immediately and Home Depot will mail a GC directly to my client. Which means I only need to click a couple buttons and it is done.

I loved his soccer metaphor for mortgage teams. In soccer a good team doesn’t crowd the ball. It takes trust to let your team members play their position.

What one thing are you going to change or improve after listening to this interview?