For most of the country teams mortgage switch brokerages takes a lot of effort but sometimes there may be new opportunities.
As part of a series of periodic functions of THIS YEAR'S CMT MUSIC short profiles of the $ 100 million + broker teams which have recently made progress.
This week featured teams are First Mortgages service and Trithart team...
Service for first mortgages
Site: www.servicefirstmortgages.ca
Lead Planner: Kevin Boucher and Heather Paterson, with Jason McKittrick as a broker of record
Years in the industry: 12 yrs
Main Office: Newmarket, Ont.
A new company: Verico
Advance company: National superbroker
Team volume (last 12 months): 180 million dollars
Licensed agents for personnel: 25
Top 3 reasons for the change:
1. Corporate leadership and goodwill. "That's why we chose Verico ... reputation, Colin Dreyer presence of industry as Ambassador, and that not one person who I interviewed-and I interviewed many-can ask his integrity, "said Boucher.
2. value. "It makes no sense to pay for [added value proposition] which gave me a little to benefit."
3. technology. "Verico is fee company (perceptively limited service), which has more to offer as a Smartphone apps, Mobile Office, stand alone CRM additives, etc. in the ever changing world technology makes a difference."
Business model in a nutshell: "We focus on relationships, the lender and the customer," said Boucher. First mortgages service is selective about who herself and believes confidence is vital in the mortgage broker industry. "The quality of business trumps quantity, and the main focus is the building of lasting relationships built on trust and accountability. Our agents are encouraged to treat all our customers as our best reference source, as well as our lenders as our partners. Cannot succeed without them, so that a win, win, win or not. First mortgages service was built to the customer for the concept of life. Is what we believe and which we have. "
Secrets of success: "Probably the most previous sections describe what I think our departments, but it is proof that since became a broker in 2006, 80% of business is repeat and referral customers," said Boucher. "Mark is important, even vital, but very cool thing is after 12 years I am starting to make my past clients mortgages children and grandchildren. This is fun to see the progression.
The team of Trithart
Site: www.dlsmortgage.ca
Lead Planner: Dave Trithart
Years in the industry: 15 yrs
A new company: Power, lending centers
Advance company: National superbroker
Team volume (last 12 months): 125 million dollars
Licensed agents for personnel: 15
Top 3 reasons for the change:
1. technology. Web site design, CRM programme and rear supports as tools for training and trade is outstanding and will be of great benefit for agents, in order to develop their business. "
2. Philosophy. "All the main staff of the owners of the staff are second to none. Their attitudes and eagerness to work with you, as a partner to grow album is strong and refreshes. "
3. Growth Strategy. "The phenomenal growth over the past 5 years due to the technology and philosophy and an exceptional support offered by the entire management team, including the owners. All of the management team are in their Chair and plans for long-term continued growth fits very well with my personal long-term business plan. "
Business model in a nutshell: "Really is a special model, but we are working on partially centralized intake Centre and regular meetings of two weeks."
"Secrets" of success: "All associated treatment rather than one day and ensuring transparent and fair management style. This creates respect strong team when directed to lenders for status goals or other initiatives. And include "fun" events, which include all and create a family-type environment. "
Steve Huebl, THIS YEAR'S CMT MUSIC
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