How to Be a Mortgage Broker

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Covering the topics you need to become an expert in the Canadian Mortgage Industry.

Jamie Ushko and Jenn Marx


    • Jan 2, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 39m AVG DURATION
    • 22 EPISODES


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    Latest episodes from How to Be a Mortgage Broker

    E21- The GOAT Tara Borle Alberta Mortgage Broker of the YEAR

    Play Episode Listen Later Jan 2, 2024 29:42


    Today's episode is very special becasue Tara Borle is not only the best Mortgage Broker, she's the best human being. Team Leader of the best team in Western Canada- Team Borle shares her do's and don'ts. Tara shares the story about how she gt into this business, where she started and where she is now. Hint.. she started at the bank. Let this story inspire you in 2024!If you're interested in joining or team reach out:jamie@mortgagesbyjamie.comFor more info on Velocity- the awesome submission platform and CRM- https://newton.ca/velocity/More info on the app I couldn't live without- https://canadianmortgageapp.com/

    E20- Exploring Commercial Brokering

    Play Episode Listen Later Jul 20, 2023 20:00


    In this episode, we venture into the exciting realm of commercial brokering with a focus on the fascinating niche of 'Owner-User Financing,' featuring guest Jordan Gorgounis from Impact Commercal.Join us as we explore Jordan's journey in the commercial real estate world, delving into the challenges, triumphs, and valuable lessons he has encountered along the way. We candidly discuss the intricacies of owner-user financing, uncovering its unique advantages and potential pitfalls.Thank you to our sponsers!https://canadianmortgageapp.com/https://newton.ca/velocity/Reach out! jamie@mortgagesbyjamie.com

    E19 Your Corporation

    Play Episode Listen Later Jun 28, 2023 44:34


    Should You Incorporate?Join our podcast as we explore the world of mortgage broker incorporation with special guest Ed Rempel. Discover the optimal timing for incorporating your business and the benefits of a holding company. Learn whether it's better to pay yourself a salary or dividends and avoid common mistakes made by business owners. Gain insights into investment options for your corporation, including RRSPs and TFSAs. Don't miss this episode packed with expert advice on tax deferrals, benefits, and investing for mortgage brokers. Tune in now and unlock the secrets to financial success in the mortgage industry.For More information check out Ed's Blog's on the topic:Your Incorporation What you need to KnowThank you to our Amazing Sponsors!Canadian Mortgage AppNewton-Velocity

    E18 Engage & Lead with Cheryl Dawson

    Play Episode Play 57 sec Highlight Listen Later Jun 2, 2023 71:54


    In this episode, we have the pleasure of hosting Cheryl Dawson, an esteemed Leadership Coach with an impressive track record. Cheryl has dedicated her career to empowering women in senior leadership roles as they navigate male-dominated industries. With her 20 years of experience, spanning from front-line positions to VP roles, Cheryl brings a wealth of knowledge and insights to the table.Cheryl shares insights on building meaningful connections with clients and peers. Discover the power of effective communication, setting goals, and recognizing the value of your team. Uncover strategies for engaging clients beyond social media and learn how to navigate leadership challenges with confidence. Tune in to gain practical tips for establishing credibility and fostering relationships that drive success. Perfect for newcomers and aspiring leaders in any industry. Let's start engaging and leading together.Cheryl Dawson: https://www.linkedin.com/in/cheryl-dawson-mba-2595b511b/?originalSubdomain=caThank you to our sponsors!https://canadianmortgageapp.com/https://newton.ca/velocity/jamie@mortgagesbyjamie.com

    E17 Mastering The Smith Manoeuvre with Ed Rempel

    Play Episode Play 28 sec Highlight Listen Later May 19, 2023 81:05 Transcription Available


    In this episode, we dive deep into The Smith Manoeuvre, an innovative financial strategy, with renowned expert Ed Rempel (CPA, CMA, CFP, Wise Guy). Unlocking its potential, Ed walks us through the foundations and mechanics of The Smith Manoeuvre, empowering mortgage brokers to guide clients in converting non-deductible mortgage debt into tax-deductible investment debt using readvanceable mortgages. Addressing common concerns and emphasizing the importance of collaboration with other financial professionals, this episode equips brokers to effectively communicate the strategy's risks and benefits, positioning them as trusted advisors who can propel their clients towards accelerated wealth accumulation and tax optimization. Join us as we demystify The Smith Manoeuvre and transform your mortgage career.For more info:https://edrempel.com/smith-manoeuvre/Ed's Podcast: Unconventional Wisdom Podcast with Ed Rempelhttps://edrempel.com/podcasts/Sponsors:https://canadianmortgageapp.com/https://newton.ca/velocity/

    E16- Social Media Marketing Instagram with Monika Adams

    Play Episode Play 60 sec Highlight Listen Later May 3, 2023 47:39 Transcription Available


    Welcome to the latest episode of our podcast! In this episode, we have the pleasure of chatting with Monika Adams, a Social Media Marketing Expert who has a wealth of knowledge and experience in the field. Monika shares her expertise on Instagram strategies that can help you gain clients and referral partners. As social media continues to play a major role in today's business world, it's crucial to understand how to leverage platforms like Instagram to grow your business. Monika provides insights on how to use Instagram to build relationships and trust with potential clients, as well as how to identify and engage with referral partners who can help expand your reach.Whether you're a business owner, entrepreneur, or marketer, this episode is packed with valuable tips and strategies that you can apply to your own Instagram marketing efforts. Don't miss out on this opportunity to learn from a true expert in the field!Monika Adams- https://monikasocial.com/ on IG:@monikasocialPodcast: https://open.spotify.com/show/4APU7HUX1O1QSPG3RsXVei?si=cffd2683d89e40e6Canadian Mortgage App- https://canadianmortgageapp.com/Velocity- https://newton.ca/velocity/

    adams social media marketing velocity
    E15- Negotiation Strategy with Fotini Iconomopoulos

    Play Episode Play 37 sec Highlight Listen Later Apr 21, 2023 35:53 Transcription Available


    In this episode, Jamie sits down with negotiation expert Fotini Iconomopoulos to discuss the art of negotiation and how it can be applied to the mortgage industry. Fotini shares tips on how to effectively negotiate with lenders, clients, and industry partners including preparing for the negotiation, understanding their perspective, and knowing your own limits. They also discuss common negotiation pitfalls and how to avoid them. Whether you're a seasoned mortgage broker or just starting out, this episode is full of valuable insights on negotiation that you won't want to miss.Fotini: https://ca.linkedin.com/in/fotiniiconomopoulosThank you to our sponsors! The Canadian Mortgage App: https://canadianmortgageapp.com/Velocity/ Newton: https://newton.ca/velocity/?utm_source=ROSE&utm_medium=GG_S01&utm_campaign=A&gclid=CjwKCAjw6IiiBhAOEiwALNqncbZLuqLhoHgRBTZGzTJBUm0H_oDsnjoJBYGRfDZ-oCGQcb6qMt5TcxoCOOwQAvD_BwE

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    14- Season Finale

    Play Episode Listen Later Nov 24, 2022 5:32


    Thank you to everyone who has joined us on the first-year journey of How to be a Mortgage Broker. We appreciate your support!The next Season (Starting January 2023) is going to be a little different, more on that soon!

    13- Dustan Woodhouse

    Play Episode Listen Later Nov 24, 2022 62:37


    In today's episode, the one and only Dustan Woodhouse shares his strategies for making it in the industry, even during slow times. Dustan is the President of Mortgage Architects now, but he actually started as a broker back in 2008 during an economic recession. That didn't stop him from funding 95 files in 2009, so there's a lot we can learn from his experience. Dustan has literally written the book on brokering (three to be exact-Be The Better Broker Volumes 1,2 &3) and has delivered dozens of presentations, all-day workshops, small mastermind sessions, and hundreds of 1:1 coaching calls with Brokers and Agents alike. Dustan has a comprehensive understanding of what it takes not only to survive, but to thrive in this industry, so I hope you enjoy this episode. 

    president brokers dustan mortgage architects dustan woodhouse
    Ep.12 Homebuyers Guide

    Play Episode Listen Later Mar 29, 2022 34:27


    In this special episode, Jenn and Jamie visit the Homebuyer process from start to finish. Is now a good time to buy? Can I quit my job now that we have a firm commitment? All these questions and more are answered.  This is a great one to share with first-time homebuyers who are wanting to learn more about the process.If you would like to be featured on the show, or if you have comments/ suggestions please email jamie@mortgagesbyjamie.com

    Ep.11 Mentoring with Jill Moellering

    Play Episode Play 45 sec Highlight Listen Later Mar 21, 2022 57:44


    This episode is with the FANTASTIC Jill Moellering.  Jill speaks to her experience as a mentor, so this is great for new agents and those more experienced individuals who are considering taking on a mentorship role. If you are interested in attending her highly anticipated Underwriter course, please follow the link below:https://www.jillmoelleringmortgages.com/event-details/the-mortgage-nerd-2

    Ep.10 Mortgage Pre-Payment Penalties with Matt Imhoff

    Play Episode Play 31 sec Highlight Listen Later Feb 14, 2022 33:06


    In this episode, we have special guest Matt Imhoff on to discuss all things Pre-Payment Penalties. Matt has developed a course specifically for brokers that gives us the skills we need to expertly advise our clients on these potentially massive (and often avoidable) penalties. If you want to learn how to decipher prepayment penalty calculations and maximize your value for clients, listen carefully for the promo code! Matt has offered our first 100 listeners $30 off his course at the end of February!https://meticulousmortgages.ca/rising-rate-course-for-mortgage-brokers/?utm_campaign=raterise&fbclid=IwAR197kkk5XLJegV5nxfT6t4phSupD9hQO2uq7KG6aLIuSbz0cPc2r680h-AIf you have questions or would like to be featured on an episode you can reach us at jamie@mortgagesbyjamie.com

    Ep.9 The Credit Game with Richard Moxley

    Play Episode Play 15 sec Highlight Listen Later Jan 31, 2022 64:41


    In today's episode, we dive deep into the ins and outs of all things credit with the undisputed Canadian Credit Guru Richard Moxley. This episode is not to be missed!If you have further questions for Richard, his email is: info@creditgame.netIf you would like to be featured on the show, or if you have comments/ suggestions please email us at jamie@mortgagesbyjamie.com

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    Ep.8 Goal Setting for Mortgage Brokers

    Play Episode Listen Later Jan 24, 2022 37:27


    In today's bonus episode Jenn and Jamie discuss goal setting. Have you already set your goals for 2022? How are they going? January is almost through, so now is a great time to evaluate the plans you've already made, or set yourself up with SMART goals for the rest of the year. If you would like to be featured on the show, or if you have comments/ suggestions please email us at jamie@mortgagesbyjamie.com

    Ep.7 Marketing for Mortgage Brokers

    Play Episode Play 22 sec Highlight Listen Later Jan 17, 2022 40:46


    How do we market ourselves as Mortgage Agents? In today's episode, we cover all things from Social Media to bus bench ads. We discuss automating your posts, volunteering, and community outreach. If you would like to b featured on the show, or if you have comments/ suggestions please email us at jamie@mortgagesbyjamie.com

    Ep.6 Jamie's Journey- The First 5 Million

    Play Episode Play 27 sec Highlight Listen Later Nov 29, 2021 33:14


    Today's episode is all about Jamie's first 5 Million.Find out how she completed 15 files in her first 5 months. The mistakes she's learned from and how she will avoid making them again in the future. If you would like to be featured on the show, or if you have comments/ suggestions please email us at jamie@mortgagesbyjamie.com

    Ep.5 The Pre-Qualification Process

    Play Episode Play 15 sec Highlight Listen Later Nov 15, 2021 33:46


    In today's episode, Jenn and Jamie discuss the questions you need to ask when pre-qualifying a client. We talk about how to overcome newbie jitters and why it's so important to get applicants supporting documents upfront. Links:Sanctions countries-https://www.international.gc.ca/world-monde/international_relations-relations_internationales/sanctions/current-actuelles.aspx?lang=engIf you have any questions, comments, or have ideas for upcoming episodes please reach out. jamie@mortgagesbyjamie.com or jenn@jennmarx.com

    Ep.4 Proactively Awaiting Your License

    Play Episode Play 60 sec Highlight Listen Later Nov 1, 2021 37:31 Transcription Available


    In today's episode, Jenn and Jamie discuss the things you can do while you wait for your licensing and registration to be done. Right now, it can take up to 8 weeks for your license to be processed so it's important not to lose momentum at this stage. There are still several things you can be doing to prepare.Some of the CRM's mentioned in this episode are: https://blumortgage.ca/https://www.gomaxsolutions.com/Velocity CRM- This is for if you use Velocity for AppsNot mentioned:https://monday.com/https://mailchimp.com/https://www.finastracanada.com/filogix-expert/Thank you for listening, if you have any questions, suggestions or comments please send us an email: jamie@mortgagesbyjamie.com or jenn@jennmarx.com

    Ep.3 Choosing or Changing Brokerages

    Play Episode Play 16 sec Highlight Listen Later Oct 25, 2021 36:43 Transcription Available


    This episode is all about Choosing or Changing Brokerages. We discuss the questions you should ask, and what you can expect throughout the process. For a list of questions to ask please send us an email: jamie@mortgagesbyjamie.com

    Ep.2 How To Prepare For The Exam

    Play Episode Listen Later Oct 17, 2021 26:11


    In today's episode, we cover the tips and tricks you need to pass the Mortgage Broker Exam. For more information on the BC Mortgage Broker Course visit: https://www.sauder.ubc.ca/programs/real-estate/licensing-registration-courses/bc-licensing-courses/mortgage-broker-licensingFor more information on the Alberta Mortgage Broker Course: https://www.reca.ca/licensees-learners/educational-material/pre-licensing-education/For More information on the Ontario Mortgage Broker Course visit: https://www.remic.ca/To Submit an Equifax Consumer Investigation email: gbscanada@equifax.com or call 1-877-227-8800 so they will send you a one-time email link form. If you have questions or ideas for the show, please send us an email.jamie@mortgagesbyjamie.com

    Ep.1 Is Mortgage Brokering For You?

    Play Episode Play 23 sec Highlight Listen Later Oct 8, 2021 35:42 Transcription Available


    In this episode, we'll cover the important qualities you need to be a successful Mortgage Agent. Based on a survey of successful agents, we discuss the importance of the top 6 attributes. From this, we hope that you can learn your strengths and weaknesses in order to help you decide if this is the right path for you. All of these traits can be strengthened and learned, so don't be discouraged if you aren't naturally outstanding in all of these areas. An openness to self-development is all that's really needed!If you have questions or ideas for the show, please send us an email.jamie@mortgagesbyjamie.com

    Ep.0 Welcome to the Podcast

    Play Episode Play 53 sec Highlight Listen Later Oct 7, 2021 6:27 Transcription Available


    This trailer episode is a sneak peek into the upcoming season. We share our inspiration for starting the show, what you can expect in upcoming episodes of Season 1, and a little bit about who the show is for!If you have suggestions for upcoming episodes or would like to be a featured guest  please e-mail jamie@mortgagesbyjamie.com

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