HOW TO: Delegate Effectively as a Mortgage Broker
Written by a BROKER COACH for mortgage brokers building valuable businesses
How Mortgage Brokers Should Pick a Niche (3 Filters + 8 Options)
Written by a BROKER COACH for mortgage brokers building valuable businesses In this video, I share the exact process I’d use if I was starting fresh and had to choose a niche. I explain the filters that matter most, how they work in the real world, and how they help…
Reverse Engineering a $10M Month in Mortgage Broking
Written by a BROKER COACH for mortgage brokers building valuable businesses This video is all about the numbers behind a $10M month. I break down the core KPIs in a mortgage business and map out how to move from $2M to $10M by pulling the right levers at each stage.
Why Simplicity Wins: Building a Lean, Effective Mortgage Operation
Written by a BROKER COACH for mortgage brokers building valuable businesses Let’s call it out early — a lot of us overcomplicate the game. We think we need more tech, more tools, more automation, more everything. But what actually wins? Simplicity. A lean, sharp mortgage operation that cuts through the…
Team, Tech, Tools: The Triple Threat That Shapes Business Systems
If we’re aiming to build a brokerage that runs clean, handles volume, and doesn’t rely on us being across every file — this is the trio we need to get right: team, tech, tools. We talk a lot in BROKER COACH about five-star experiences and building valuable businesses. Not more…
Starting From Scratch: The First 5 Steps to Build a Modern Mortgage Business
When we’re kicking off — fresh license, zero pipeline, no team — it’s easy to get overwhelmed. Everyone’s got an opinion, the tech stacks are endless, and the temptation is to try do everything at once. But the truth is, if we focus on the right first steps, we can…
Is Targeting First Home Buyers in a Single State Enough of a Niche?
By Sam Panetta, BROKER COACH You want to niche down — but you’re wondering if targeting first home buyers in a single state is enough. My take? Absolutely. And here’s why. Two Ways Your Niche Speaks to the Market When we niche, we send our message out in two distinct…
Is “Time Poor Professionals” Too General to Be a Niche?
By Sam Panetta, BROKER COACH When brokers talk niches, one phrase that comes up often is: “Time poor professionals.” Sounds solid, right? But here’s the honest take — I reckon it’s too general. And it’s not because brokers haven’t had success with time-poor professionals. Many have. But if we’re serious…
Rethinking Referral Partners: What Actually Works for Mortgage Brokers
By Sam Panetta, BROKER COACH Let’s be straight: In this game, standing out isn’t about rates or flashy turnarounds. It’s about delivering serious value, building trusted relationships, and partnering strategically to elevate the client experience end-to-end. Referral partnerships are often talked about like they’re a “bonus” — but for many…
Why Delegation Is the Backbone of a $10M Brokerage (And Where Most of Us Get It Wrong)
If we’re settling $2M a month on our own, we’re doing our job. That’s baseline. The real challenges—the kind that test our systems, expose our bottlenecks, and stretch our mental bandwidth—start showing up between $4M and $6M a month. That’s where the wheels start to wobble unless we’ve got the…
