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Tag Archives: mortgage agent

What You Should Know About Advertising As a Mortgage Broker

Here are some Do’s and Don’ts for advertising your mortgage business When a brokerage is developing policies and procedures that ensure its public relations materials are compliant, it may wish to include some of the following advertising tips from the Competition Bureau of Canada.   Do: Do avoid fine print disclaimers. They often fail to change […]

6 Popular Social Media Platforms – Which Ones Should You Use?

Choosing the Right Social Media Platform For Your Business So everyone’s always talking about social media and it’s benefits, but what you’re really wondering is: Is it worth the effort? Do smaller businesses get attention? How often should I be using it? Which social media platforms are relevant for my business?

5 Reasons You Need Social Media As A Mortgage Agent

5 Reasons You Need Social Media As A Mortgage Agent Everyone in the real estate and mortgage industry will tell you lead generation is their highest priority. It’s no surprise that friends and family referrals or past client testimonials assist in generating new potential leads. While setting up a website and printing business cards definitely […]

Mortgage Agent Guide To A Mortgage Transaction

What Every Mortgage Agent Must Know About A Mortgage Transaction Brokering a mortgage transaction involves several key participants in the mortgage industry. Before the process of brokering a mortgage transaction can be examined, it is important to answer a basic question:

The Art of Differentiation

The Art of Differentiation The art of differentiation comes in a variety of forms. In the mortgage industry it is important to understand that most lenders and mortgage brokerages are offering the same product: money. Since the consumer sees the product as virtually identical between brokerages and lenders, it is necessary to develop a marketing […]

cold calling

4 Ways To Perfect Your Sales Call

 4 Ways To Perfect Your Sales Call Remember: the goal of an advertisement is to get people to call. The goal of the agent is to get an appointment with the caller as long as the agent believes that the caller is qualified. Agents must also consider that meeting with those who may not qualify has its merits. The […]

Help getting clients

The Mortgage Agent’s Guide To Niche Marketing

 The Mortgage Agent’s Guide To Niche Marketing Niche marketing is the ability of a marketer to target a specific group or demographic and design a marketing campaign that answers the needs of that group or demographic. An excellent example of niche marketing can be found in the automobile insurance industry by  companies with a program designed […]

How to Win a Face-2-Face Client Meeting

How to Win a Face-2-Face Client Meeting There are three basic places where a mortgage agent can meet a client: The client’s home The mortgage agent’s office Another outside location. There are several positives and negatives for each location, but it is important to focus on providing good customer service for the client, so wherever […]

Title insurance – who needs it?

What is Title Insurance? Who needs title insurance?  Anyone who owns a house!  Title insurance is a policy of insurance that provides coverage for the title-related risks associated with real estate transactions.  It is designed to cover the unpredictable or undetectable issues such as forgery, fraud, missing heirs, etc. that can affect rights of ownership.  […]

The pros and cons of a fixed rate mortgage

Pros and Cons of a Fixed Rate Mortgage Also known as the partially amortized, blended constant payment mortgage with a fixed rate.  The fixed rate mortgage is the most common repayment plan in Canada today.  This mortgage has several characteristics.  We'll describe each characteristic and then list the pros and cons of this type of […]