Sarah Mathieu Talks Mortgage Marketing Trends and the Best Tools to Use
Lead to Close: The Mortgage Professionals Podcast
Release Date: 11/27/2023
Balancing AI with Human Interaction in Mortgage Lending with Gary Fooks
Lead to Close: The Mortgage Professionals Podcast
In today’s episode we’re joined by Gary Fooks, the founder and CEO of 8Twelve Capital. When Gary saw an opportunity to disrupt an industry, he jumped right into the mortgage space. For him, the journey is about so much more than making money—it’s about growth. The mortgage industry is growing and changing, and if you’re not using the right technology in your business, you’re going to get left behind. Now is the time to be proactive and invest in your mortgage business so you can continue to offer the best possible service to your clients. On this episode of Lead to Close: ...
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How to Stay in Meaningful Contact to Get More Deals with Dan MacDonald
Lead to Close: The Mortgage Professionals Podcast
In today’s episode we’re joined by Dan MacDonald, the co-founder of Ownwell. His company was created in March 2024 with a mission of helping brokers empower their clients to build wealth through homeownership. Why does this matter? Because staying in meaningful contact with your clients makes all the difference in building lasting relationships. Using Ownwell can help brokers stay top of mind so that when life changes for their clients, which it inevitably will, they will want to reach out to their broker again. It can also plant a seed of inspiration for homeowners to buy a new home. On...
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Unlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 2
Lead to Close: The Mortgage Professionals Podcast
Today we’re continuing our conversation with Yair Benyamini, the CEO and Founder of Lendai. Last episode, we discussed why Canadians might be interested in investing in the US market and what Lendai does to make the process as seamless and convenient as possible for foreign investors. There is a lot of potential waiting to be tapped into in the US right now, but you should go into it knowing what you need to consider first. Smart investors aren’t dissuaded in a down market—instead, they tend to see the opportunities in front of them. On this episode of Lead to Close: ...
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Unlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 1
Lead to Close: The Mortgage Professionals Podcast
In this episode of Lead to Close we’re talking to Yair Benyamini, the CEO and Founder of Lendai. Lendai specializes in helping foreign investors access US financing in the mortgage space and currently operates in 45 states. Since the business began, Lendai has experienced incredible growth, leading to an expansion in their product line. These are designed to help buyers obtain different types of properties, including those that will need a little more construction. If you want to buy a property in the US, Lendai can use their network to find the perfect match for you. On this episode of Lead...
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Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 2
Lead to Close: The Mortgage Professionals Podcast
In part two of our episode with Tango Ontario, we continue our conversation with Tom and Brandon. What’s unique about their business is the human element they bring to their client interactions, and going about it in a way that actually feels more impactful and helpful to their clients. During this episode, they share their tips for enhancing the client journey. Whether it’s helping to bring in new leads or congratulating clients at closing, they always prioritize making the experience feel as personalized as possible. On this episode of Lead to Close: ● ...
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Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 1
Lead to Close: The Mortgage Professionals Podcast
Today we’re joined by Tom and Brandon from Tango Ontario. While so many brokers have a love-hate relationship working with realtors, Tom and Brandon see it as a goldmine. Of course, it’s not just about targeting all realtors—it’s really about targeting the right ones that will help you find success in this industry. Opening an organic conversation and using a soft ask helps Tom and Brandon build mutually beneficial relationships in the industry. In this episode, they’ll provide some insight into their approach and process, and their passion for gamifying their business. On this...
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How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 2
Lead to Close: The Mortgage Professionals Podcast
We’re continuing our conversation with Denise Laframboise, the Chief Operating Officer at BRX Mortgage, in this episode. BRX is unique in many ways, including their emphasis on collaboration as well as training and supporting new brokers. So many brokers will stay at a brokerage for the long haul—even when it’s not working. While the split at brokerages like BRX may not seem competitive, the truth is that the support built in for brokers is invaluable. During this episode, Denise shares more about what makes BRX Mortgage unique and how they attract both new brokers and industry...
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How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 1
Lead to Close: The Mortgage Professionals Podcast
Today our guest is Denise Laframboise, the Chief Operating Officer at BRX Mortgage. BRX is a growth-focused brokerage aimed at elevating new brokers with the resources, technology, and training they need to be successful. Starting out as a broker isn’t easy. Many new brokers are lucky to land just a deal or two in their first year. But Denise explains that when you align yourself with the right brokerage designed to support your growth, you can far surpass those expectations. On this episode of Lead to Close: ● How Denise got into the business and what...
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Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 2
Lead to Close: The Mortgage Professionals Podcast
In this episode we’re continuing our conversation with Cheryl Buhs, the VP of National Sales at RFA Mortgage Corporation. In part 1, Cheryl shared her tips for being a favored lender, building relationships between lenders and brokers, and how RFA identifies and avoids inefficiencies. This time, Cheryl explores different models in the market and how RFA goes about finding the best possible solutions for clients, including those looking to refinance their home. She also discusses rates of renewal and why it’s important for lenders to play a balancing game. On this episode of Lead to Close: ...
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Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 1
Lead to Close: The Mortgage Professionals Podcast
Today is the first of two episodes where we welcome Cheryl Buhs. She is the VP of National Sales at RFA Mortgage Corporation. Cheryl started out as a real estate agent for a few years, but eventually decided to pivot to the broker side where her career has flourished. A lot of new lenders are entering the scene in the mortgage space, and Cheryl emphasizes the importance of giving these lenders a chance. This will help you, the broker, diversify your portfolio—something that is truly an advantage for your client. On this episode of Lead to Close: ● How...
info_outlineOn this episode we’re joined by broker Sarah Mathieu. She is the Operational Partner and Team Lead at BRX Mortgage, focusing heavily on business development. Perhaps as a result of this, Sarah is also the brains behind her own marketing business, My Broker Pro.
My Broker Pro offers templates and social media packages for Canadian mortgage brokers who want to improve their online presence. We’ll hear Sarah share her current marketing trends for mortgage brokers, secrets to getting your foot in the door and building relationships, plus tips for deciding which platforms and tools are best for you.
On this episode of Lead to Close:
● What career path Sarah was on before entering the mortgage industry.
● The key to breaking through the mortgage industry and why her husband joined too.
● How Sarah and her husband manage working together.
● When Sarah started creating templates and how she used them.
● Why being prepared is more powerful than waiting to be asked.
● How to capitalize on the need for human connection to create partnerships.
● How you can use social media to get your foot in the door.
● The experience that inspired Sarah to start My Broker Pro.
● The biggest marketing trends for mortgage professionals today.
● What the average mortgage broker uses social media for and why it’s a long game.
● How knowing your target demographics can help you align with the right platforms.
● The benefits of using a scheduling software for your social media.
● A strategy for positioning yourself as an expert that realtors are drawn to.
● How to leverage AI when creating your marketing materials.
● How conscious language and asking the right questions can help you add value.
● A tip you can use on the Canadian Mortgage App to build relationships.