To build a sustainable high-profit mortgage business that hits your income, value creation and lifestyle goals… working in your genius zone with ultimate choice as a true business owner… easier and faster, with less stress and avoiding costly mistakes.
You need the four Core Strategy Models that put you confidently in the drivers seat of your business and future:
- Lifestyle Model: including your income, time, and value creation requirements and goals… so we can design a business that achieves these in the easiest and fastest way possible.
- Business Model: including your profitability and targets, now and into the future, plus cashflow forecasting and tracking of core metrics for growth… so you have a clear finger on the pulse of your business and money at all times.
- Marketing Model: including your key lead generation methods and referral sources identified… so you know exactly where and how you will bring in new business and hit your numbers month after month.
- Delivery Model: including your team structure, roles and responsibilities, remuneration and incentives for key staff… so you know exactly who to hire, when to hire them, and how much to pay to attract and retain A-players.
In addition, in specific priority order, you need to install the seven Core Business Systems that will maximise efficiency, profit, value, and result in a true business that works with or without you.
- Expert Authority System: to differentiate your business and attract the right core clients, key partners and quality referrals… who are the most enjoyable and most profitable to work with.
- Lead Flow System: including the marketing and key partner tactics which will drive a consistent volume of new business each week… that you are in control of and hits your goal numbers.
- Sales Conversion System: including our Triage and Strategy session frameworks, with optional fee for service and diversification offers… to win business and ensure you get paid for your work.
- Loan Process System: to map out, standardise and allocate all loan writing tasks across your team; maximising technology, templates and automations… for efficient one-touch workflow.
- Client Care System: setting up your ideal client experience with a clear communication and review cadence… to protect trail, avoid clawbacks, increase referrals and keep clients for life.
- Team Management System: including hiring, on-boarding and performance management, running meetings and collaborating effectively… to build an A-player team that runs like clockwork.
- Business Leadership System: to show up as an effective leader; defining, creating and fostering a culture and clear purpose that encourages staff to treat your business like their own.
Our goal is to transform you from a broker-ninja to a business-ninja.
Our goal is to make this your biggest and best year ever, personally and professionally.
We have three core offers to help the right broker business owners achieve big things:
