I Love Mortgage Brokering

Most people are making AI way more complicated than it needs to be. In this episode, I sit down with Felix Bravo, who leads international expansion at eXp and has built some pretty impressive tools using AI.

We talk about how he uses AI to manage email, organize his calendar, create daily briefs, automate repetitive work, and build tools that would have taken a team of developers a few years ago.

What I like about Felix’s app...

This is a repost of an episode I wanted to bring back because the framework is still useful for brokers trying to break through a plateau.

If your mortgage business is stuck around $10 to $15 million a year, there is probably one problem you have not solved yet.

In this episode, I break down the three areas that usually create the bottleneck: leads, people, and process.

I also explain why I created BrokerTalks and how getting in a ...

You probably already know what you need to do. The problem is not information. It is the story underneath your actions. In this solo episode, I break down the SEAR framework: Story, Emotion, Action, Result. If you are not getting the result you want in your business, health, relationships, or money, the issue may be a disempowering belief that is quietly keeping one foot on the brake. In this episode, I cover:

• The SEAR Framewo...

Taylor Atkinson found 12 files sitting in his database that he did not even know were there. In this episode, we talk about how he used RateGuard Pro to uncover those opportunities, how his hourly rate has increased from $242 to $272, and why hiring an underwriter may be the next move that helps him grow without adding more hours. We also get into what Taylor should keep doing himself, what he should hand off, and how to spend more...

Derrick Johnston hit $100,000 in income and expected it to feel amazing. It didn’t. In this episode, Derrick shares a talk from BrokerTalks about why small goals can actually keep you stuck, how 10X thinking changed the way he approached his business, and the three filters he now uses to grow with more intention. In this episode, he covers:

• Why Bigger Goals Change Your Behavior - If the current version of you can hit the...

• Protect Your Superp...

Most mortgage brokers are waiting for someone else to send them the client. Paul Washington wants brokers to get there first. In this episode, Paul shares how he uses podcast interviews, content, and simple outreach to build relationships and generate leads before they ever reach a realtor. In this episode, we cover:

• Why the Broker Should Get the Lead First - When you generate the lead, you control more of the relationship and...

A slow lender is not always a problem. Sometimes, it is proof that the product is worth waiting for. In this solo episode, I break down how to set expectations with clients when the best lender is not the fastest option. The key is to explain the tradeoff early, give the client a choice, and let them decide what matters more: speed or the better deal. When clients understand why the process may take longer, the stress drops for eve...

Nathan Morgan-French started his mortgage brokerage in January 2025.In less than two years, the company funded more than $120 million. In this episode, Nathan shares how he used Facebook ads, strong sales skills, and a simple operational model to grow quickly in the New Zealand mortgage market. What I like about Nathan’s approach is his focus. He has intentionally said no to other income streams so he can build one great mort...

Kristen Young tripled her mortgage business without spending more on marketing.

She did it by changing how she treated relationships.

In this episode, Kristen shares how adding more warmth, patience, and intention to an already competent business helped her increase referrals, repeat clients, and overall volume.

What I like about this episode is how practical it is. Kristen breaks down the small changes she made to her calls, clien...

Everybody wants more leads.

The problem is most brokers overcomplicate where they come from.

In this episode, I break down three simple things you can do right now to create more conversations, get more introductions, and find more opportunities inside the network you already have.

None of these strategies require ads, complicated funnels, or new software. They just require you to put yourself out there and actually ask.

In this ep...

My hands were zip tied behind my back.

There was a bag over my head.

And I was lying in the back of a pickup truck wondering what I had just signed up for.

I thought I was going to learn how to build a fire, set up a shelter, and pick up a few survival skills. Instead, I ended up in the hardest 45 hours of my life.

In this episode, I share the biggest lesson I took from the Commando Experience in Penticton: it’s you against y...

A lot of mortgage brokers say they are overwhelmed.

Sometimes that is true. But a lot of the time, they are not overwhelmed because they have too much to do. They are overwhelmed because they are working reactively instead of intentionally.

In this episode, I break down a simple framework I use to look at someone’s calendar and figure out what is actually going on. We talk about the ideal work week, the four types of blocks e...