Hiring help should make your business easier.
But if you do it wrong, it can create more stress, more confusion, and more work.
In this solo episode, I break down three mistakes I keep seeing mortgage brokers make when they hire an assistant or underwriter.
These came directly from coaching conversations with brokers who are already doing good volume and trying to build more capacity without creating a mess.
In This Episode, I Cover:
- Hiring Too Late - Why waiting until you are completely overwhelmed usually makes the hiring process harder.
- Confusing People Problems With Process Problems - How unclear systems can make a good hire look like the wrong hire.
- Not Creating Clear Ownership - Why overlapping responsibilities create unnecessary friction for both the broker and the assistant.
- The Daily Pipeline Review - A simple 15-minute habit that can keep files moving and prevent small issues from becoming bigger ones.
- How to Prioritize the Right Work - Why both you and your assistant should leave each day knowing the three most important things to get done.
Hiring someone is only part of the solution. You also need clear processes, clear ownership, and a simple rhythm for keeping the work moving.
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We’re bringing BrokerTalks back to Vancouver, Toronto, and Calgary this fall.
If you want to learn from brokers and operators who are actually doing the work, check out https://brokertalks.com/.
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Use code ‘SCOTT’ for $50 OFF
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I Love Mortgage Brokering is in partnership with Ownwell.
To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
Scott PeckfordHost