I Love Mortgage Brokering

Are your discovery calls helping you close deals… or quietly costing you them?

In this episode, I answer four tactical questions from brokers around discovery calls, refinances, and building better referral relationships.

We break down simple adjustments that can immediately improve your conversion rate, tighten up your calls, and help you create urgency without being pushy. If you’re doing discovery calls every week but not seeing...

What’s the first hire you should make if you want to double your volume without doubling your hours?

This is Episode 2 of our $100 Million Dollar Journey with Nate Atkin, a series following Nate in real time as he builds a scalable mortgage business.

After funding $18M in his first year, Nate knew he needed leverage to keep growing. In this episode, we unpack the mindset, strategy, and exact process Nate used to find, train, an...

In a time of economic chaos, how can mortgage brokers give clients advice they can actually trust?

Dave Larock returns to break down the uncertainty dominating global markets and what it means for Canadian mortgage clients. If you’ve ever hesitated when a client asks, “Should I go fixed or variable?”, this episode will help you sharpen your answer. 

Dave doesn’t claim to know the future, but he does offer a clear-eyed view of w...

What if clients aren’t ghosting you… what if you’re just not giving them a reason to stay engaged?

This is Episode 2 of our Coaching Q&A series where I answer real questions from brokers in our community.

In this episode, I unpack why clients go cold after discovery calls and what you can do to prevent it. From fixing how you frame your value to setting better expectations, this is a tactical deep dive into earning trust early ...

What if the fastest way to grow your mortgage business is to double your hourly rate?

This is Episode 1 in our new series: How to Double Your Income—where we follow $40M producer Taylor Atkinson as he works to double his income without doubling his workload.

Taylor shares the real numbers behind his business, how he’s tracking his hourly rate, and the systems he’s building to protect his time while still growing. If you want to ear...

What do you say when a realtor gives out your name, but the client never calls?

This is Episode 1 of a new series we’re calling The Weekly Broker Breakdown where I tackle real questions, real situations, and real wins from our coaching community.

In this kickoff episode, I’m diving into one of the most common broker pain points: how to handle the vague “I gave your name out” referral and turn it into an actual conversation. I also ...

What if you’re not building a business—you’re just building a job you can’t walk away from? 

Most brokers never think about selling their business—until they’re forced to. Doug Adlam did the opposite: before closing a single deal, he sat down and planned his exit.

In this episode, Doug shares what it really takes to build a mortgage business that’s scalable, valuable, and eventually sellable. With experience in brokering, coaching,...

What if the reason change doesn’t last is because you’re using the wrong strategy, not the wrong goal?

New year, same problem: most people set big goals and quit before February. But what if change wasn’t about willpower, but about identity, peer groups, and accountability that actually works?

In this solo episode, I break down three tools that actually make change stick. These are the exact strategies I’m using in my own business ...

What does it actually take to go from $0 to $100 million as a mortgage broker?

This is the first episode in a series where we follow broker Nate Atkin on his journey to $100M in funded volume.

In year one, Nate funded $18M—without a big team or years of experience. His secret? A repeatable client process, a focus on referrals, and the discipline to show up consistently. In this kickoff conversation, Nate breaks down his 5-step clie...

What if you’re not stuck because of effort—but because of how you’re thinking about growth?

In this solo episode, I break down a real conversation I had with a broker who felt stuck at 4–5 files a month—and thought working harder was the only solution.

The truth is, it’s rarely a hustle problem. It’s almost always a structure, mindset, or focus problem. I share three key insights from that conversation that could unlock the nex...

What do you see differently when you’ve sat on both sides of the mortgage deal?

Tracie Barnes started as a mortgage broker, moved into the lender world, and then returned to brokering with fresh eyes and a new approach.

In this episode, she shares what she learned about how deals get funded, what underwriters really want, and how being on the inside changed how she serves clients—and builds her business.

If you’ve ever wondered wha...

What if the reason you’re holding back isn’t fear of failure—but guilt about leaving others behind?

In this episode, I dig into one of the most surprising mindset blocks I’ve faced as a business owner: the belief that if I succeed too much, I’ll lose the people I care about.

This idea comes from The Big Leap by Gay Hendricks, a book I’ve read five times—and each time, it reveals something new. This time, it showed me how old loyalt...

What if the biggest breakthroughs in your business aren’t found in new ideas—but in fixing what you already know is broken?

After taking a break from creating new content, I’m back with a reflection on three of the biggest lessons I learned in 2025—each one reshaping how I lead, market, and think as a broker and business owner.

Whether you’re managing a team, creating content, or just trying to stay in the game mentally, these less...

What if the business you’re building is serving your ego, but not your actual life?

This episode will originally air on The Money Buddha Podcast on Thursday, hosted by Joline Cloutier, who we had on the recent episode 677 of the pod. We’re resharing this conversation here because it was too good not to.

Joline interviewed me about rebuilding a mortgage business after burnout, letting go of the hustle-for-hustle's-sake mindset, and ...

What if the key to growing your mortgage business isn’t complicated—just consistent?

In this episode, I sit down with Scott McCracken, a former bank specialist who transitioned into the broker world and found a game-changing strategy hiding in plain sight: personalized 25-second video messages.

Scott reveals how he used short daily outreach—via DMs, calls, and voicemails—to generate over $10M in business. No fancy tech. No gimmicks...

What’s the fastest way to fail as a new broker—and what’s the one move that could save you?

In this no-punches-pulled episode, Ron Butler lays out what’s really happening in the mortgage industry right now—and what new brokers must do to survive it.

We cover everything from tech disruption and lender consolidation to why generalist brokers are getting crushed. If you’re building a mortgage business in 2025, this is required listeni...

What if your struggle to focus isn’t a flaw—but a signal that you need better scaffolding to succeed?

If you’ve got ADD (or think you do), you’re not alone—especially in the mortgage space. In fact, entrepreneurs are 5–7x more likely to have ADHD than the general population.

In this solo episode, I walk through 5 tools that have helped me manage my focus and show up with energy and clarity. This isn’t a prescription—it’s what works...

What happens when you scale fast—but realize the business you’ve built no longer fits your life?

Joline Cloutier went from helping her husband with files part-time to funding 260 deals a year—just the two of them. But after burnout, a move to the cottage, and taking over the business solo, she knew something had to change.

In this episode, Joline shares how she’s rebuilding her business with better systems, a podcast, and more inte...

What if the fastest way to grow your mortgage business isn’t learning more—but finally fixing what’s holding you back?

Most mortgage events are packed with speakers who don’t broker and ideas you’ll never use. That’s why we created Broker Talks—a different kind of event built by brokers, for brokers.

In this episode, I walk through the real reason we launched Broker Talks, the framework that guides it, and how this format is helpin...