Episodes

  • 625: How to Build a Great Culture - Hugo Neveu
    Jan 27 2025

    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.
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    37 mins
  • 624: How Changing Your Business Model Can Improve Your Business - Meredith Kaminsky
    Jan 20 2025

    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

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    27 mins
  • 623: What the TIkTok Ban Means for Mortgage Brokers
    Jan 17 2025

    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.
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    7 mins
  • 622: How to Get 90% of Your Business from Past Clients and Client Referrals - Chad Oyenhart
    Jan 13 2025

    Imagine funding 400+ mortgages a year without working evenings or weekends.

    Today on the show, Chad Oyenhart, a returning ILMB guest, shares how to build a business that is 90% past client and client referrals.

    Chad has been in the industry for 20 years and is based in the Lower Mainland of BC.

    He provides fantastic scripts for communicating with clients and referral sources.

    In this episode, we cover:

    1. Scripting for client and referral source updates
    2. The technology he leverages to create a highly referable process
    3. His gifting strategy for referral partners and clients

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

    LinkedIn

    https://www.thecollectivemortgage.ca/

    Check out his first guesting here:

    84: Chad Oyhenart is Involved in His Community

    Follow me on Instagram

    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 spoke with Chad Oyhenart, a seasoned mortgage broker with over 20 years of experience who generates 90% of his business from past clients and referrals. Chad breaks down the processes that help him close hundreds of mortgages each year, including daily updates, personalized client touchpoints, and effective gifting strategies. We also dive into his approach to managing renewal conversations, maintaining long-term client trust, and navigating today's fixed versus variable rate decisions. Tune in to learn how mastering communication and consistency can transform your mortgage business.

    Here are the talking points we covered:

    • Consistency in communication with clients is crucial all throughout the process.
    • Step-by-step process for engaging clients from the initial referral to closing, ensuring they feel informed and valued.
    • Strategies focused on relationship-building, including personalized gifts, handwritten cards, and customized follow-ups.
    • Importance of renewal conversations and building trust, even when advising clients to stay with their current lenders.
    • How to recommend variable rates based on economic trends and market analysis.
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    32 mins
  • 621: How to Get Business From Facebook Groups - Colin Dambrauskas
    Jan 10 2025

    Ever wish you could grow your business using Facebook Groups?

    Today’s guest, Colin Dambrauskas, shares how he generates 25% of his business from just 2 Facebook groups.

    I am joined by Colin Dambrauskas, a highly relational mortgage broker known for generating over 25% of his business from Facebook groups—without ever directly asking for business. Colin reveals how to build influence by fostering authentic community engagement and shares practical tips for balancing work and life when working with your spouse. Listen in to learn how subtle social strategies and relationship management can create powerful business opportunities.

    In this episode, we dive into:

    1. How Colin monitors the groups to uncover opportunities
    2. Why he rarely asks for business directly—and what he does instead
    3. How he and his spouse have successfully worked together for the past 2 years

    To connect with Colin Dambrauskas, check out the links below:

    Facebook

    Instagram

    LinkedIn

    https://themortgageboutique.ca/

    Follow me on Instagram

    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

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    34 mins
  • 620: The President of Real Brokerage on Scaling Your Business - Sharran Srivatsaa
    Dec 23 2024

    Sharran Srivatsaa: The President of Real Brokerage, the fastest-growing real estate company in the world.

    With over 1,000,000 followers across platforms and an email list of 145,000+, he is a powerhouse in the real estate space.

    In this episode, we will cover:

    1. Why shifting your mindset from entrepreneur to creator is essential.
    2. The power of singularity of focus.
    3. How social media is a tool to serve your email list.
    4. His strategy of using masterclasses to support his agents.

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

    Facebook

    Instagram

    LinkedIn

    https://sharran.com/

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

    I Love Mortgage Brokering: https://www.ilovemortgagebrokering.com/

    Find out more about BRX Mortgage: https://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 sit down with Sharran Srivatsaa, President of Real Brokerage, to discuss strategies for growing businesses, using personal branding, and promoting success in the real estate and mortgage industries. The conversation covers strategies, including mastering singularity of focus, developing systems for success, and operationalizing generosity to grow influence and connections.

    Here are the talking points we covered:

    • The shift from an entrepreneur to a creator mindset.
    • The importance of singularity of focus in building a sustainable business model.
    • Making use of systems and accountability to propel business growth.
    • Operationalizing generosity to foster relationships and trust.
    • Strategies for creating and distributing content effectively across platforms.
    • Hosting targeted, high-cadence events to engage clients and prospects.
    • The role of email marketing in nurturing relationships and generating leads.
    • Insights into social media engagement and the power of shared content.
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    45 mins
  • 619: How to Fund Hundreds of Mortgages and Only Work 40 Hours a Week - Peter Majthenyi
    Dec 20 2024

    Imagine funding 400+ mortgages a year without working evenings or weekends.

    Today, we’re throwing it all the way back to Episode 1, where I interviewed my hero in the mortgage business, Peter Majthenyi.

    I recently revisited this episode, and at the end, I’ll share one of the best pieces of advice Peter ever gave me for succeeding in this business.

    In this episode we will cover:

    1. How to work only during work hours
    2. The importance of focusing on your unique ability
    3. The #1 skill every mortgage broker needs to master

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

    Facebook

    LinkedIn

    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 revisit my first-ever podcast conversation with Peter Majthenyi, a mortgage broker legend. Peter shares his incredible journey, revealing the secrets behind his relationship-based approach to business, how he focuses on his unique abilities, and why building a business around your strengths is key to success. He also shares his insights into managing expectations, staying efficient, and creating a system that keeps his work-life balance intact.

    Here are the talking points we covered:

    • The importance of identifying and delegating tasks outside your strengths.
    • Peter’s "Zone of Genius" philosophy and how to apply it in your business.
    • Strategies for maintaining focus during office hours to maximize productivity.
    • Emphasizing small, ongoing adjustments to optimize business processes.
    • The necessity of staying flexible in a rapidly evolving financial landscape.
    • Developing strategic partnerships to build a comprehensive financial services model.
    • Prioritize sales training to improve communication and client engagement.
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    34 mins
  • 618: How to Turn Leads Into More Leads - Réal LeBlanc
    Dec 16 2024

    Having a great process can be your most powerful prospecting tool.

    On today’s episode, Réal LeBlanc shares how he’s grown a thriving mortgage business by perfecting his process.

    In this episode we will cover:

    1. Proven tips for conducting an effective discovery call.
    2. Why mindset plays a bigger role in success than you might think.
    3. How a good process with your leads can be the best marketing strategy.

    To connect with Réal LeBlanc, you can check out his Instagram.

    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 had an inspiring chat with Réal LeBlanc, a mortgage broker from Calgary who’s rocking it with over $50 million in annual deals. Réal’s approach to creating exceptional client experiences through detailed discovery calls and empathy is a game-changer. We explored how mindset plays a pivotal role in success, why having a solid process can generate leads from existing clients, and how his commitment to education and transparency leaves clients feeling empowered. If you're looking to sharpen your client interactions and grow your business, you’ll love this episode.

    Here are the talking points we covered:

    • How Réal structures his calls to mirror lender thinking.
    • Real-time underwriting and educating clients about their files to build trust.
    • Why grit and a positive mindset have been foundational to Réal’s growth.
    • The power of humility and continuously improving processes.
    • Educating clients to leave them confident and informed.
    • How a great experience turns one client into multiple leads through referrals.
    • Staying in touch post-closing through monthly email campaigns with a personal touch.

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    39 mins