Advice every broker needs to hear

Promoted by AFG3 minute read

Three of AFG’s top brokers share their strategies and advice for brokers looking to grow their business.

There are many reasons why being a mortgage broker is a fantastic career choice. However, having a successful career requires a solid foundation, the right tools and some valuable advice along the way.

The guidebook on succeeding as a mortgage broker doesn’t exist. If you want to skill up fast, you need to learn from others. Watch brokers Nicole Cannon, Bridget MacGregor and Robert Cribb take to the stage to share their tips and insights into their business success as brokers and business owners.

Build a strong foundation

To grow your brokerage, it’s important to have the right foundations in place to leverage and build on. Start by creating a customer journey map. This will guide you from the moment you receive a lead to post-settlement and every step in between.

This is important because it can help you figure out how to build your business, structure your team and optimise your workflow. Plus, it may also reveal any obstacles that might trip you up. This process might seem a bit daunting, but it's crucial for streamlining your operations, boosting efficiency, and holding everyone accountable. Make sure everyone on your team understands their responsibilities and how they fit into the bigger picture. This benefits both your clients and your business.

Invest in supportive systems

You should have systems in place to support your processes. Consider automating tasks to free up your time for more important work. You’ll know when your process is working well when clients receive updates at every stage of their journey. For example, some systems can send emails on your behalf at various milestones without you lifting a finger.

Looking for an automated marketing tool that keeps in touch with your clients throughout their loan lifecycle? Check out SMART.

Surround yourself with the best

In the sports world, a new coach or a talented recruit can elevate a team’s performance. They may bring fresh ideas or new tactics from their past experiences to maximise a team’s potential. The same principle works in broking. If you surround yourself with like-minded brokers with shared goals or facing similar problems, your business is likely to benefit from it.

Challenge yourself to find someone that’s better than you and ask for their guidance. Having a mentor that has experienced failures and successes along the way can help you stay on the right path. Within AFG, we foster a supportive network and have an unrivalled calendar of events where brokers can connect, share knowledge, and motivate each other.

For more tips and insights, watch three of AFG’s top brokers get interviewed about what they wish they had known earlier and what advice they would give brokers looking to grow their brokerage.

Supporting you throughout your broker journey.

If you're interested in gaining more insights from successful brokers, you might also be interested in our Better Broker’s Guides:

Starting your own mortgage brokerage

High performance broking

High performance broking - customer experience & workflow optimisation

Building profitable referral networks

Diversifying your business into commercial lending

Looking for the right support and tools to grow your business?

Contact us for more information about how we can support you throughout your journey.
Remember you can always reach out to Them Lam, our General Manager - Aggregation for a chat here: This email address is being protected from spambots. You need JavaScript enabled to view it..

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