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Brokerage Systems

How Much Should Mortgage Brokers Spend on Paid Ads?

How Much Should Mortgage Brokers Spend on Paid Ads?

This is one of those questions that gets answered with opinions instead of logic. Most brokers either underspend and stay stuck or overspend and hope something sticks. Neither approach is sustainable. There’s a much simpler way to think about paid ads. Your ad spend should be directly tied to one…
Stop Chasing Settlements: What Mortgage Brokers Should Track Instead

Stop Chasing Settlements: What Mortgage Brokers Should Track Instead

Most brokers obsess over settlements. It’s the number everyone talks about, the one that feels like success. But here’s the problem: settlements are a lagging indicator. By the time you’re looking at them, the work that created them happened months ago. If you’re only focused there, you’re reacting too late.…
Build a Mortgage Broking Business That Works: Cash Flow, Value, Time and Control

Build a Mortgage Broking Business That Works: Cash Flow, Value, Time, and Control

Running a mortgage broking business isn’t just about writing more deals. It’s about building something that actually works for you—financially, professionally, and personally. At a high level, there are four outcomes every broker should be aiming for: cash flow, value, time, and what we’ll call “feels”. If you can move…
Why Most Mortgage Brokers Struggle with Growth (And What Actually Works)

Why Most Mortgage Brokers Struggle with Growth (And What Actually Works)

When most people enter mortgage broking, they assume success comes down to one thing: “Be good at writing loans, and the clients will come.” That belief is the first mistake. Because in reality, mortgage broking isn’t just a finance profession—it’s a marketing business first, and a lending business second. And…
A Simple Hiring Formula for Mortgage Brokers Growing Toward $10M Per Month

A Simple Hiring Formula for Mortgage Brokers Growing Toward $10M Per Month

One of the biggest challenges mortgage brokers face as their business grows is knowing when to hire. Bringing on team members too early can create financial pressure, while waiting too long can lead to burnout and missed opportunities. A practical way to approach hiring is to link team growth directly…