CASE STUDY: How "James" Generates Hundreds Of Leads

02/25/24 • 24 min

Want to know exactly what James did as a mortgage broker to generate leads and write millions in loans each month from his 3rd bedroom, with no staff, without having to see clients, and take 3 months holiday a year?
Want to know how he then generated hundreds (actually probably in the thousands) of leads for other mortgage brokers using paid advertising on social media?
Want to know the strategies James uses in his current business to generate hundreds (actually thousands) of leads and sell millions of dollars in business services (that actually help brokers and make them many times more than what they paid)?
Well, that’s exactly what this episode of Mortgage Broker Acceleration is about. A case study with James Veigli in the firing line, and Ash Playsted asking the questions.
Everything shared is 100% relevant to all brokers out there. James says he’s not a magician, he just learnt and worked hard to figure out what works. You have the chance to do the same.
Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Previous Episode

If You Are Afraid To Market And Sell Yourself, You Should Not Be A Broker

An interesting thing about the mortgage industry is that it’s both a highly technical profession as well as a highly personal profession.
That means to be successful you need to be a great technician (i.e. credit analyst), understand how to do the numbers, structure the deals and provide solutions to clients.
Plus...
To be successful you also need to know how to market and sell yourself (i.e. sales person). Because being a great technician is useless if you have nobody to help.
Enter the problem. The elephant in the room.
Many brokers are not willing (this could be for many reasons) to do what’s required to market and sell themselves to generate enquiries. Many just don’t know how.
Unfortunately, many brokers enter this industry without knowing this reality. It’s not their fault. Many also continue and struggle, writing barely any volume, oblivious to or avoiding this reality.
If you are afraid (or are unwilling) to go out and sell yourself, then you should either not be a broker, or you should go and be a loan writer in a mortgage business that feeds you leads.
Sounds a little harsh, but we see far too many square pegs in round holes, going through unnecessary hardship.
It’s time to consider who you really are? And is this industry right for you?
Have a listen to this episode of Mortgage Broker Acceleration, where James and Ash discuss the reality that if you want to be a successful mortgage broker... then you actually have to become a successful marketer and seller of mortgages.
This one will hit home for sure.

Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Next Episode

Referral Partner "Friendzone": How To Avoid Or Escape

If you have referral partners but they are not sending you direct referrals every single week... then sorry to say you have been “friendzoned”.
This is bad. You are not here to make friends.
You are a broker and in business to make money by helping people and writing loans. To achieve this you need people to talk to, people to help, people who need a loan.
If your so-called referral partners aren’t sending you referrals every week... then you are literally wasting your time, energy and money.
The reality is if you are currently in this situation, it’s 100% your fault. The good news is you 100% have the ability to fix it.
In this episode of Mortgage Broker Acceleration, you’ll learn how to escape the referral partner “friendzone”... and even better... avoid it from the start. If you want to know how to forge fun and fruitful referral relationships, this is for you.
Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!