My guest today is Hugo Neveu, a visionary leader who has built a thriving mortgage brokerage in Quebec, surpassing a billion dollars in volume in just three years.

In this episode, we’ll dive into how Hugo fosters collaboration, inspires brokers to reach their full potential, and uses technology— even handwritten letters—to build a culture that drives success.

If you’re ready to transform your team and take ownership of your success, this episode is for you. Let’s dive in.

In this episode we will cover

1. Creative strategies for building an outstanding team culture
2. The importance of selecting the right brokers
3. How brokers actively contribute to planning events

To connect with Hugo, you can check out the links below:

LinkedIn

hugoneveu.com

Follow me on Instagram: https://www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

In this episode, I chat with Hugo Neveu, co-President of Mortgage Consortium, a Quebec-based brokerage. Hugo shares his unique approach to building a thriving business culture, from fostering collaboration among brokers to designing systems that prioritize shared values. We explore how his team uses annual themes to align goals, recognition strategies that celebrate efficiency and teamwork, and innovative ways to inspire brokers to reach their full potential. Hugo also discusses using AI to enhance communication and uncover insights while maintaining a human touch. Listen in for an engaging conversation filled with ideas to strengthen your brokerage’s culture and elevate its success.

Here are the talking points we covered:

• Maintaining a family-like culture in a growing brokerage.
• Designing culture intentionally rather than letting it form accidentally.
• Weekly meetings with video on to foster engagement and collaboration.
• Using annual themes to focus team efforts.
• Strategies for broker involvement in decision-making and event planning.
• Recognizing brokers for efficiency, collaboration, and embodying company values, not just volume.
• Using AI tools to synthesize broker feedback and identify recurring themes and ideas.
• Asking meaningful questions to understand barriers and goals for brokers.
• The impact of intentional leadership and focusing on vision and culture.

What’s the secret to building a thriving mortgage business while staying organized and stress-free?

Meredith Kaminsky is an experienced mortgage professional, shares how she leverages processes, teamwork, and client relationships to streamline operations and achieve success in the mortgage industry.

I chat with Meredith Kaminsky, a mortgage broker with One Link, who has been transforming her business since 2008. Meredith shares her approach to refining systems that drive efficiency, including leveraging trigger-based Kanban boards for task management, enhancing renewal conversations to uncover new opportunities, and building long-term client relationships through personalized outreach and effective process sheets. We also explore strategies for maximizing referrals, managing client anxiety around rising rates, and creating authentic customer experiences that lead to repeat business. Tune in to learn how thoughtful processes and proactive communication can elevate your mortgage business.

In this episode we will cover:

1. How Meredith’s team uses triggers and Kanban boards to stay on track and avoid missed tasks.
2. Strategies for easing client anxiety during renewals and uncovering opportunities for refinances.
3. Using process sheets and personalized touchpoints to enhance the client experience.
4. How networking groups and contests keep her engaged with clients and referral partners.
5. The importance of consistency, even with family and friends, to maintain quality service.

To connect with Meredith, you can check out the links below:

Instagram

Facebook

LinkedIn

https://mortgagesdoneright.ca/

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

What should mortgage brokers do if TikTok is banned? Are you prepared to adapt your strategy to secure your business?

Scott delves into the potential impact of a TikTok ban on mortgage brokers and highlights strategies for maintaining a robust social media presence and sustainable business practices.

In this episode, we will cover:

1. What the TikTok ban means for brokers and why relying solely on social media is risky.
2. How we rent social platforms and why building assets like email lists are important.
3. How we should make sustainable strategies to drive engagement and long-term success.
4. Why we should focus on creating content that adds value and builds community.

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

In this episode, I dive into the potential impact of a TikTok ban on mortgage brokers and explore strategies to help you maintain a strong social media presence and keep your business thriving. I’ll share tips on adapting your marketing approach, securing your business, and ensuring you're prepared for any changes ahead. Tune in for practical insights to stay ahead of the curve and keep your business growing.

Here are the talking points we covered:

• Social platforms are rented spaces; brokers don’t own their content.
• Explore alternatives like Instagram and YouTube Shorts for better engagement.
• Prioritize email lists as a sustainable and controllable resource.
• Create content that drives community, conversations, and conversions.
• Make content useful and valuable to your audience.
• Leverage the "5 Cs": Content → Community → Conversations → Conversions → Cash.
• Start building an email list now, regardless of TikTok’s future.