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651: How 3 Brokers Built a Scalable Business, Together - Jason Small

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Manage episode 486418252 series 94381
Content provided by I Love Mortgage Brokering. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by I Love Mortgage Brokering or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country.

In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast.

Important Links

🎯 Key Takeaways

  • Jason’s transition from restaurant manager to full-time mortgage broker
  • How he doubled his business year-over-year through disciplined outreach
  • The strategy behind sharing a full-time underwriter across three brokers
  • Why mapping a unified client journey was critical to success
  • How tools like MyBroker Pro and TextExpander drive efficiency and consistency

📚 Topics Covered

  • Transitioning industries and building a new career from scratch
  • Realtor lead generation and the power of cold calling
  • Building systems and scaling a brokerage team
  • Hiring, onboarding, and collaborating across time zones
  • Automation tools and CRM customization for client experience

🛠️ Names, Tools & Frameworks Mentioned

To connect with Jason, check out the links below:

Instagram

Facebook

https://jaythemortgageguy.ca/

Follow me on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

Subscribe to my 3-2-1 Thursday Email

I Love Mortgage Brokering is in partnership with Ownwell.

To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.

  continue reading

725 episodes

Artwork
iconShare
 
Manage episode 486418252 series 94381
Content provided by I Love Mortgage Brokering. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by I Love Mortgage Brokering or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country.

In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast.

Important Links

🎯 Key Takeaways

  • Jason’s transition from restaurant manager to full-time mortgage broker
  • How he doubled his business year-over-year through disciplined outreach
  • The strategy behind sharing a full-time underwriter across three brokers
  • Why mapping a unified client journey was critical to success
  • How tools like MyBroker Pro and TextExpander drive efficiency and consistency

📚 Topics Covered

  • Transitioning industries and building a new career from scratch
  • Realtor lead generation and the power of cold calling
  • Building systems and scaling a brokerage team
  • Hiring, onboarding, and collaborating across time zones
  • Automation tools and CRM customization for client experience

🛠️ Names, Tools & Frameworks Mentioned

To connect with Jason, check out the links below:

Instagram

Facebook

https://jaythemortgageguy.ca/

Follow me on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

Subscribe to my 3-2-1 Thursday Email

I Love Mortgage Brokering is in partnership with Ownwell.

To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.

  continue reading

725 episodes

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