26Apr

From Lead Generation to Long-term Growth: Mastering the Key Elements of Mortgage Sales Success

From Lead Generation to Long-term Growth: Mastering the Key Elements of Mortgage Sales Success

Meet Joe Testouri, the visionary entrepreneur behind Bespoke Brand Developers. With a passion for marketing and a deep understanding of the mortgage industry, Joe has made it his mission to help mortgage brokers and lenders grow their businesses through powerful branding and marketing strategies.

Joe was invited to share his insights and expertise on our Behind The Broker podcast, hosted by Marcus Nanson and produced by NRG Resourcing. In this episode, Joe discussed the importance of unique and marketing for mortgage brokers and lenders, as well as some of the strategies and tactics that have helped his clients achieve success.

As a mortgage broker or lender, you know that lead generation is the lifeblood of your business. But it’s not just about generating leads – it’s about converting those leads into sales and building long-term relationships with your clients. To achieve success in the competitive world of mortgage sales, you need to master the key elements of lead generation and long-term growth.

Here are some tips and strategies discussed in the podcast to help you optimise your business, drive sales, and build a loyal customer base:

Consistency and Patience

Success in mortgage sales doesn’t happen overnight. It takes time, effort, and patience to build a steady stream of leads and convert them into sales. That’s why it’s important to be consistent in your marketing efforts and follow up with your leads regularly. Whether it’s through email campaigns, social media, or direct mail, make sure you stay top of mind with your prospects and clients. Don’t give up on leads that don’t convert right away – nurture those relationships over time and you’ll reap the rewards in the long run.

Ideal Client Targeting

To maximise your lead generation efforts, you need to identify your ideal client profile. Who are the people that are most likely to need your mortgage services? What are their demographics, interests, and pain points? By understanding your ideal client, you can tailor your marketing messages and campaigns to resonate with their needs and preferences. This will help you attract more qualified leads and increase your chances of converting them into loyal clients.

Competitive Advantage

In a crowded marketplace, it’s not enough to just offer mortgage services – you need to differentiate yourself from the competition. What makes you unique? What sets you apart from other mortgage brokers and lenders? By identifying your competitive advantage, you can communicate your value proposition to your prospects and clients and show them why they should choose you over your competitors. This could be anything from your expertise and experience to your customer service and technology platforms.

Emotion-Driven Marketing

Mortgage sales are not just about numbers and financial calculations – they’re also about emotions and aspirations. By tapping into your clients’ emotional needs and desires, you can create marketing messages that resonate on a deeper level and build stronger connections with your audience. This could involve using storytelling, personalization, or other tactics that appeal to your clients’ emotions and values. By creating an emotional connection with your clients, you can build trust, loyalty, and advocacy for your brand.

Long-Term Growth

Finally, it’s important to think beyond lead generation and focus on long-term growth. This means investing in your brand, your team, and your technology to build a sustainable and scalable business. It also means staying up-to-date with industry trends and regulations, and adapting your business model to changing market conditions. By planning for the future and taking a holistic approach to your business, you can achieve long-term success in the competitive world of mortgage sales.

In conclusion, mastering the key elements of mortgage sales success takes time, effort, and dedication. By being consistent, targeting your ideal clients, differentiating yourself from the competition, tapping into emotions, and planning for long-term growth, you can build a thriving and profitable mortgage business that serves your clients’ needs and exceeds their expectations.

If you’re interested in learning more about Joe and his work at Bespoke Brand Developers, or if you’re looking for tips and advice on how to grow your mortgage business, be sure to tune in to the podcast! don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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20Apr

The Power of Resilience: How Steve Hand Rebuilt Express Mortgages

The Power of Resilience: How Steve Hand Rebuilt Express Mortgages

The NRG Insights Podcast is dedicated to helping mortgage professionals gain insights into the industry through interviews with successful brokers and brokerage owners. In a recent episode, host Marcus Nanson had the pleasure of interviewing Steve Hand, the founder of Express Mortgages.

We’ll dive into some of the key takeaways from that interview and discuss what makes Steve Hand and Express Mortgages stand out in the industry.

One of the most striking things about Steve Hand’s story is his resilience. He started Express Mortgages over 20 years ago, but early on, the company was hit with a major legal setback that almost drove it out of business. However, Steve was determined not to let the setback defeat him. He knew that if he wanted to succeed, he had to keep pushing forward and find a way to overcome the challenges.

Steve’s persistence paid off. He was able to rebuild Express Mortgages and turn it into a thriving brokerage with a strong reputation in the industry. Today, the company offers a wide range of mortgage services and has a team of highly skilled brokers who are committed to helping clients achieve their financial goals.

During the interview, Steve shared some valuable insights into what it takes to succeed as a mortgage broker or brokerage owner. One of the key points he emphasised was the importance of mindset. According to Steve, having the right mindset is essential for overcoming challenges and achieving success in the industry. He advised that brokers should focus on building a positive mindset, cultivating resilience, and staying focused on their goals.

Steve also had some advice for smaller brokers who are just starting out. He emphasised the importance of building strong relationships with clients and providing excellent customer service. He noted that smaller brokers often have an advantage over larger firms because they can offer a more personalised experience for clients.

Another topic that came up in the interview was recruiting. Steve shared his approach to recruiting brokers, which he called the “Will & Skill” method. He looks for candidates who have both the willpower and the skills to succeed in the industry. He emphasised that while skills can be taught, willpower is something that comes from within and is essential for long-term success.

One of the most valuable pieces of advice that Steve shared was about content marketing. He emphasised the importance of creating valuable content that helps clients solve their problems and achieve their goals. He noted that social media is a powerful tool for reaching new clients and building relationships with existing ones. By offering helpful tips and advice through social media and other channels, brokers can establish themselves as experts in the industry and build trust with potential clients.

Overall, the interview with Steve Hand was packed with valuable insights and advice for mortgage brokers and brokerage owners. Steve’s story is a testament to the power of resilience and the importance of having a strong mindset in the face of challenges. Whether you’re just starting out in the industry or you’re an experienced broker, there’s something to be learned from Steve’s journey with Express Mortgages.

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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14Apr

Streamlining Your Protection Process With UnderwriteMe

UnderwriteMe: Streamlining Your Protection Process With UnderwriteMe
(Katie Dennehy)

In the latests episode of Behind The Broker, we are joined by the inspirational Katie Dennehy to talk everything UnderwiteMe, and how they support Brokers and Insurers.

Insurance is a complex industry, with different products, underwriting requirements, and sales processes. As a result, insurance companies, brokers, and advisors often struggle to offer the right protection to their clients efficiently and profitably. However, a UK-based insurtech company called UnderwriteMe is changing the game by leveraging technology to simplify and streamline the insurance journey for everyone involved.

UnderwriteMe is a cloud-based software platform that connects insurance providers, intermediaries, and consumers in a transparent and efficient manner. By using UnderwriteMe, insurance companies can digitise their underwriting rules and processes, making them more accurate, consistent, and fast. This allows them to offer instant quotes and decisions to customers, reducing the time and effort required to sell policies.

At the same time, intermediaries and consumers can use UnderwriteMe to compare multiple insurance products, including life, critical illness, and income protection cover, and choose the one that best suits their needs and budget. They can also apply online, track the progress of their application, and receive updates in real-time. Moreover, UnderwriteMe enables advisers to personalise their advice and recommendations, based on the client’s risk profile and preferences, and offer value-added services such as trust planning and business protection.

To learn more about UnderwriteMe and its impact on the insurance industry, we interviewed Katie Dennehy, Digital Account Manager at UnderwriteMe, on our latest episode of Behind the Broker. Katie has been in the insurance industry for nearly eight years and has worked for a direct provider in Australia before joining UnderwriteMe in 2019. She is passionate about using technology to deliver better outcomes for clients and help advisers sell more protection.

Katie explained that UnderwriteMe has received several awards and recognitions for its innovative approach and customer-centric solutions. For instance, she won the “Best use of social media by a BDM” award at the Protection Guru Awards in 2020, recognising her efforts in educating and engaging advisers on social media. In addition, UnderwriteMe has been named “Best tech provider” at the Cover Excellence Awards in 2020 and received the “Outstanding PP” award at the
Protection Review Awards in 2021, among others.

Overall, UnderwriteMe is a great example of how technology can transform traditional industries and create new opportunities for innovation and growth. By leveraging the power of data, automation, and customer-centricity, UnderwriteMe is enabling insurance providers, intermediaries, and consumers to collaborate and succeed in a fast-changing world. If you’re interested in learning more about UnderwriteMe and its solutions.

The Takeaways:

✴️ How UnderwriteMe can help Brokers and Insurers save time
✴️ Challenges of selling protection
✴️ Cost of living crises and the effects on mindset
✴️ Why UnderwriteMe educate their clients

Connect with UnderwriteMe below:

LinkedIn
TikTok
Website

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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03Apr

Unleashing the Power of Knowledge Bank: The Ultimate Tech for Mortgage Brokers

Unleashing the Power of Knowledge Bank: The Ultimate Tech for Mortgage Brokers with
Nicola Firth (Knowledge Bank)

In the latests episode of Behind The Broker, we are joined by the inspirational Nicola Firth to talk everything Knowledge Bank, along with expert insights into running a business.

Knowledge Bank is a leading platform that offers a range of tools and solutions to mortgage brokers, intermediaries, and lenders in the UK.
The company was founded in 2016 by a team of mortgage industry experts with the aim of revolutionising the way mortgage brokers access and share information.

With the ever-changing regulations and policies in the mortgage industry, brokers need access to accurate and up-to-date information to be able to provide their clients with the best advice. Knowledge Bank provides a comprehensive database of over 100,000 criteria across more than 200 lenders, making it the go-to platform for mortgage brokers in the UK.

The success of Knowledge Bank is a testament to the power of innovation and technology in transforming traditional industries. By providing mortgage brokers with the tools and information they need to do their job more effectively, Knowledge Bank is helping to drive the industry forward and improve the overall customer experience.

Knowledge Bank is a game-changing platform that is transforming the way mortgage brokers access and share information. With its innovative technology and commitment to the industry, it is no surprise that it has become the go-to platform for mortgage brokers in the UK. If you are a mortgage broker or intermediary looking to improve your efficiency and provide your clients with the best advice, Knowledge Bank is definitely worth checking out.

Knowledge Bank has received numerous accolades and awards for its innovative technology and commitment to the mortgage industry. In 2019, it was named “Best Technology Provider” at the Mortgage Strategy Awards, and in 2020, it won “Best Technology Provider” and “Best Criteria Search Provider” at the Mortgage Introducer Awards.

The Takeaways:

✴️ The benefits of NEDs & mentors in business
✴️ What to do when expanding your company
✴️ The key to successful combination
✴️ Knowledge Banks journey
✴️ How tech has changed the industry

Connect with Knowledge Bank below:
LinkedIn
Twitter
Website

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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23Mar

How to Build a Network That Knows Your Name (Daniel Hobbs, New Leaf Distribution)

Behind the Broker – How to Build a Network That Knows Your Name Daniel Hobbs (New Leaf Distribution)

In the latest episode of Behind The Broker we caught up with Daniel Hobbs, the Managing Director of New Leaf Distribution, also known as the #CeMAP Coach.

With a strong passion for developing people and bringing new blood into the industry, Daniel leads one of the longest-running privately owned networks in the industry, with over 20 years of experience.

At New Leaf, the focus is on helping mortgage advisors grow and achieve their goals.

Decide to be happy

The network has a strong reputation for promoting mortgage advisers to IFA status and has received several accolades for its training and contributions to the industry.

Accredited by the London Institute of Banking & Finance for provision of CeMAP training, New Leaf is committed to providing its members with access to valuable resources and networking opportunities.

Daniel’s dedication to helping people join the industry has earned him the Special Contribution Award winner 2022 at the PMS Mortgage Club Awards and his network was highly commended at the Mortgage StrategyProtection Guru Awards 2022.
As a result of his tireless efforts, Daniel and New Leaf have been recognised as Best Network Finalists at Mortgage Strategy (five years running), Cover Excellence (2022), and Professional Adviser (2022, 2023).

The Takeaways 👇

🌿 What New Leaf offer their advisors
🌿 How to become a successful broker
🌿 Advice on social media & marketing
🌿 The history of New Leaf
🌿 6 principles to consider when joining a network

Connect with New Leaf Distribution below:
Facebook
LinkedIn
Twitter
TikTok

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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07Mar

Masters of the Craft – The Framework to Building a Winning Team with Rob Jupp (Brightstar Group)

Masters of the Craft – The Framework to Building a Winning Team Rob Jupp (Brightstar Group)

Get ready to meet the one and only Rob Jupp, the superstar CEO of Brightstar Group!

With over 30 years of experience in the UK specialist lending market, Rob is a true industry legend.

As the leader of the largest specialist distributor of UK-based, secured property debt, producing more than £1 billion of specialist property debt per annum, Rob has propelled the Brightstar Group to win over 130 national awards since 2012! 🎉 That’s right, you heard it – 130 awards!

Not only has Rob brought home a ton of hardware 🏅, but he’s also a five-time British Mortgage Award winner and was voted Mortgage Personality of the Year at the Mortgage Strategy Awards in 2012 and 2019.

With accolades like that, it’s no wonder that Rob is a regular panellist and keynote speaker, providing support to the FCA on current and future market issues.

But what sets Rob apart is his passion for raising the standard of employment, education, regulation, and service. His larger than life personality and ability to build genuine and rewarding relationships across the industry are truly infectious. And let’s not forget his famous quote

“you don’t get what you deserve, you get what you negotiate”

In short, Rob Jupp is the superstar CEO that Brightstar Group needs and deserves. His exceptional leadership skills, contagious passion, and industry insights have been instrumental in shaping the future of the specialist lending market.

Connect with Brightstar below:
Facebook
LinkedIn
Twitter
Instagram

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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01Feb

How to Practise Solidarity in Your Business

How to Practise Solidarity in Your Business

Here are a few ways that a company can promote and practice solidarity:

Encourage Team-Building Activities

Regular team-building activities can help to foster a sense of cohesion and camaraderie among employees. Activities such as retreats, social events, and volunteer opportunities can all be effective in building solidarity.

Promote Open Communication

Encouraging open and transparent communication can help to build trust and understanding among employees. This can be achieved by creating opportunities for employees to share their thoughts and ideas, and by providing regular updates on the company’s performance and plans.

Show Appreciation

Recognising and rewarding employees for their contributions can help to create a sense of pride and belonging among the team. This can be done through employee recognition programs, bonuses, and other incentives.

Provide Opportunities for Professional Development

Providing opportunities for employees to learn and grow can help to create a sense of shared purpose and investment in the company’s success.

Lead By Example

Managers and leaders should model the behavior they want to see in their employees, such as showing respect and empathy, promoting teamwork, and being open to feedback.

Provide Opportunities for Social Interaction

Encourage employees to interact with each other in a variety of ways, such as through lunch groups, after-work socials, or internal employee groups.

If you like this insight, don’t forget to share to subscribe to our podcast series to learn lots more interesting and beneficial tips to improve your business 👉 tag NRG Insights Podcast

NRG Podcast Series

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18Jan

Behind The Broker – Unlocking the Power of Networks with Matt Brown (PRIMIS)

Behind The Broker – Unlocking the Power of Networks with Matt Brown(PRIMIS)

In the latest episode of Behind The Broker, we chatted with the proposition mastermind that is Matt Brown from PRIMIS Mortgage Network

Are you a mortgage broker feeling like a small fish in a big pond?

Well, have no fear because using a network mortgage company like PRIMIS is like upgrading from a dingy rowboat to a fancy yacht. 🚣‍♀️ > 🛳

In this episode we learn the ins and outs of exactly what a Mortgage Network can do for you (and it’s hell of a lot!)

By partnering with a network, you can access a wide range of benefits that can help you streamline your operations, increase your earning potential, and stay ahead of the curve in an ever-changing industry.

PRIMIS, for example, offers training and development opportunities, marketing support, and access to industry-leading technology, as Matt mentioned “The Toolbox”, which is a custom built CRM at your disposal!

They and many similar networks offer amazing support to brokers such as:

  • Marketing Support
  • Compliance Advice
  • Broker Services & Fees
  • Training
  • Events / Networking meet-ups
  • Policy Support
  • Business Development

The list goes on…. 🚀

It was great to catch-up with Matt and learn a deeper understanding into exactly how a Network operates and what they offer their clients.

The takeaways 👇

  • How PRIMIS Approach Training
  • Tips for young / new brokers interested in joining
  • How you can benefit of having network support
  • What to look for in a Network
  • Exactly a Mortgage Network is

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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11Jan

Behind The Broker – Building Long-Term Success through Authentic Content Creation

Behind The Broker – Building Long-Term Success through Authentic Content Creation with Rachel Southcott (The Financial Marketer)

In the latest episode of Behind The Broker, we chatted with the lovely Rachel Southcott from The Financial Marketer

Are you ready to take your company’s digital marketing game to the next level? 🚀

First things first, let’s talk about content. You might be thinking “but, wait! All financial services companies have the same boring content, right?” WRONG.

You have the opportunity to break the noise by following a simple framework which Rachel reveals, alongside her expert tips on what content to post and how / when to post it.

Next up, branding. We’re not just talking about a fancy logo or a catchy tagline, we’re talking about building a strong identity that sets you apart from the competition. By consistently using the same messaging and imagery across all digital platforms, you’ll be creating a sense of familiarity with consumers, and that, is the first step in building trust.

Now, let’s talk about social media. We all know that it’s a powerful tool, but with so many financial services companies vying for attention, it can be hard to stand out. So, what do you do? You create unique and engaging content that addresses the specific concerns and interests of your target audience.

From videos, infographics, and other visual aids these are a great way to make complex financial concepts easy to understand, and let’s be real, who doesn’t love a good infographic?

The takeaways 👇

  • Tricks to staying consistent on social media
  • Importance of tone and content within your brand
  • How to build a framework for content creation
  • Advice for new mortgage brokers on getting started
  • The power of video and how it cuts through online
  • Tips for independent brokers & practises

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

09Jan

Behind The Broker – How to Dominate Social Media as a Mortgage Broker: Tips, Tactics, and Techniques

Behind The Broker – How to Dominate Social Media as a Mortgage Broker: Tips, Tactics, and Techniques with Chris Targett (Social For Brokers)

In the latest episode of Behind The Broker, we chatted with industry expert Chris Targett from Social For Brokers

And boy, did he have some valuable insights to share.

First and foremost, Chris emphasised the importance of developing a strong visual identity and branding strategy. A cohesive look and feel will set you apart from the competition and help establish your brand.

He talked about the “Sainsbury’s carry-bag analogy”, where colour schemes and subconscious marketing play an important role through social media.

But it’s not all about the aesthetics. Chris also shared some clever strategies for standing out on social media platforms and engaging with your followers. And let’s not forget about turning leads into closed deals – we’ve got some actionable tips for making that happen along him revealing some brilliant tools to use.

So don’t be afraid to show off your personality and let your confidence shine through on social media. And above all, have fun with it! After all, that’s what it’s all about.

The takeaways 👇

  • The significance of developing a strong visual identity and branding strategy
  • Strategies for standing out on social media platforms
  • Insights on increasing brand awareness
  • Advice for new mortgage brokers on getting started
  • Essential tools for maximising success on social media
  • The story of how Chris grew Social For Brokers into a highly sought-after agency

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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Insights, giveaways and latest updates follow us on LinkedIn, Facebook,
YouTube and Spotify just search NRG-Resourcing and subscribe or follow to be the first to access.

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk