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Sarah started in the financial industry at RBC’s fraud department in Vancouver, moved to Scotiabank, and eventually started brokering at TMG. Sarah found a mentor who helped her launch own business.

Sarah’s Quotes

  • Everyone is not your customer
  • Be somebody who makes everybody feel like a somebody

Good Stuff

  • Sarah started with free advertising, but found that it returned zero results.
  • Client referrals make up to 60% of her business today.
  • Specialize and find a niche; don’t target all client types.
  • Grande Prairie is a fast-moving small town with a lot of first time home buyers. Sarah focuses on first-time and investor clients.
  • Sarah built a good relationship with 1 underwriter but learned to spread her deals amongst many lenders.
  • Sarah has some success in diversifying income in selling mortgage insurance – so much that she is Mortgage Intelligence’s #1 in Canada for mortgage insurance sales.
  • Alberta has a few unspoken lending rules due to the downward trend in the oil and gas industry.
  • Keeps work life balance.
  • Create and maintain a database right from the start of your career.
  • Focus less on referral sources, but more on client and underwriter relationships.
Sarah is actively looking for an assistant right now!

More About Sarah

Show References


More Shows

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