Mortgage Business
How to succeed when isolation is the new norm.
One distinct, and positive, upside that we’ve noticed emerge since the COVID-19 pandemic is that brokers are viewing their brokerages as businesses, and are far more proactive about seeking support and implementing growth strategies.
What’s equally interesting is that this shift is universal, and not limited to newer entrants.
We’ve increasingly been having such discussions with brokers at various levels of business maturity as, invariably, conversations about trail books and business choices very much go hand-in-hand. The obvious topics have centred around how to optimise profit – whether that’s ‘cutting fat’ (expenses), being more efficient via streamlining operations, extending distribution via diversifying, or how to more effectively align with referral partners.
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