In this episode, we talk with Jason Cuerel, who shares his unusual journey to becoming a high performing loan writer.
Early in his career, Jason did a financial analysis of annual reports before transitioning to a retail sales role. It was in that role where one of these customers offered him a position with a non-bank lender which marked the beginning of his journey into the finance industry.
Jason and I discuss how occasionally, with the best of intentions, some brokers find themselves having ‘Analysis by Paralysis’ to find the right lending product, which can adversely affect getting the client’s commitment to proceed with a loan.
Jason tackles and talks about how a LOT of tools are readily available for brokers to use but are underutilized.
To keep things enjoyable and maintain a healthy mindset, Jason and his team head out on Friday’s for a team lunch so they can relax, unwind, have a laugh, and get ready to go again for the following week.
Jas gives us an overview of how he has grown his back-office team over time to accommodate the increase in volumes so his time is freed up to ‘workshop deals’ with clients.
Jason also touches on the general rule of his business is all about ‘if it’s not in the system, it never happened,” which has earned him a lot of referrals from existing clients.
Double Your Settlements:
Watch this free training so you can double your settlement volumes with structure and consistency.
In this interview, Clinton talks about how to get the job done to an exceptional standard and having a seamless delivery of service to the clients. We also talk about how vital it is to review your ‘why’ in doing all of the things you have been doing.
Clint also shares how embracing technology has contributed to a more efficient loan process while also making it easier to build client relationships.
Some of the tools in Clint’s lineup include his bespoke fact-find-form that feeds directly into Mercury, Zoom for online meetings and Calendly for booking appointments.
For Clint to support his team of brokers within the Axton Finance brand, he has found that it’s exceptionally important to provide robust processes and a collaborative, engaging work environment that brokers want to be a part of.
Though it is hasn’t been easy, Clint’s ongoing commitment to supporting his clients and helping his brokers to achieve success provides both a challenge and an opportunity to learn, give and grow.
Find out more about Axton Finance here.
Have you been working long hours?
Are your settlements up and down?
Are there never enough hours in the day to get everything done?
Watch this free training and operate with more structure and consistency so you can get your brokerage humming along.
At the surface, Sam Carrello comes across as a stereotypical Western Australian - laid back, friendly, happy with life.
And, though Sam is all these things, he’s also an astute broker who is quickly making headway with his operation, Napoleon Finance.
With broking experience accumulated over several years at some of Perth’s largest brokerages, Sam took a year’s hiatus from broking before returning with a vengeance.
And, unlike most ‘start-up’ business, Sam was able to connect with former referral partners to reignite the relationship and quickly drive new enquiry and write significant volumes virtually from Day 1.
In fact, they were good enough to earn him a guernsey in the MPA Top 100 in his first year under the brand.
Coupled with the proximity to the Perth CBD, their commitment to exceptional customer experience and his personal reputation, fortuitously, the team @ Napoleon Finance has been ‘shielded’ from some of the tougher market conditions that exist in WA.
With a goal to continue running a high-performance business, Sam is equally passionate about empowering his team to be the best they can and delivering a service that clients will tell others about.
Double Your Settlements:
Watch this free training so you can double your settlement volumes with structure and consistency.
In this interview, we tackle a taboo issue on having a great family and operating a successful business as a female in the Australian mortgage industry. Who says you can’t have both!
And what better person to share their opinion than one of the most successful brokers in the country, and arguably, Australia’s leading female broker, Sarah Thomson.
Sarah takes us behind the scenes into her business where she shares what has worked, what hasn’t and how she has built a reputation that well and truly precedes her - both with clients and across the industry.
With droves of raving fans all over the Bellarine Peninsula and beyond, Sarah has built a high-performance brokerage that manages some 40 to 50 applications each month with a business based almost exclusively on repeat business and client referrals.
Beyond great technical skills as a broker, through persistence, mistakes and continual learning, Sarah has also built a team that cares about the brand, that works hard and celebrates their success.
Equally, each member is clear on their role so they deliver a seamless customer experience.
It’s part of the secret sauce that’s helped Sarah build an enviable reputation as a broker and as a lead woman in finance.
Double Your Settlements:
Watch this free training so you can double your settlement volumes with structure and consistency.