Research identifies importance of using plain language

Read more : Three things clients look for in a mortgage broker

Calculated Lending broker Bianca Patterson said research is a great resource for brokers and reinforces what she thinks it means to be a successful broker, including using technology to automate processes. , feel confident to meet compliance requirements and have a strong customer engagement.

“Many brokers believe that being customer focused is the most important to their success, but there isn’t a single ‘magic ingredient’,” she said. “When I reflect on my career, it is the communication and relationships that I have established that have been the most important contributors to my success. I think relationship building can often be overlooked, or that brokers may think it’s only relationships with potential new clients that should come first.

“Success in this industry involves more than just attracting and helping customers. Some of the most important relationships are often with my aggregator, lending partners, and other parties to a purchase transaction, such as real estate agents, settlement agents, and clients and other trusted advisors. These relationships help me learn and grow – they help me achieve better results for my clients and provide them with a smooth experience.

“An important first step is to analyze whether you have mastered Connective’s five ingredients for broker success: unwavering customer focus, in-depth industry and product knowledge, exceptional communication skills, effective systems and processes, and relationships. solid. “


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