How Can a Mortgage Broker Work Best with a Real Estate Agency?

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In this episode of The LVR Podcast, hosts Marissa Schulze and Ruan Burger are joined by Josh Sherwood, Director of Freedom Property, to discuss how mortgage brokers can effectively collaborate with real estate agents. Josh shares valuable insights on creating strong partnerships between brokers and agents, focusing on trust, providing value, and integrating into the real estate process. He also highlights how brokers can stand out by offering excellent service and playing the long game in relationship-building.

Key Takeaways:

• Brokers need to show agents that they will provide the same level of care to clients as the agent would.
• Brokers should be proactive in supporting agents, offering ongoing value to remain top of mind.
• Building relationships takes time, and focusing on long-term growth is key.
• Brokers must integrate into the workflow seamlessly, helping agents with their clients.
• Every potential lead is important, whether hot or cold - each represents an opportunity.
• Focus on providing personalised service to strengthen relationships with both agents and clients.
• Don’t wait for leads to come to you - proactively engage with agents’ clients and provide support.

Key Quotes:

Josh Sherwood:

“If you want this agent to push you and be your raving fan, you need to treat them well and show them you’ll treat their client the same way.”

“This business is about relationships, and if a broker understands the long game, they’ll build solid connections that last.”

“The harder you work to build a partnership, the more reliable and profitable that relationship will be.”

Marissa Schulze:

“Real estate and mortgage brokers go hand in hand, and a successful partnership is all about finding the right balance.”

“In broking, we’re so used to educating clients, but the same approach can be applied to referral partners - educating and empowering them to help us help them.”

“Every lead is a little miracle, and brokers need to treat it as such, no matter how big or small.”

Ruan Burger:

“Brokers should see building relationships with agents as recruitment - making a match where both sides benefit.”

“A lead is a lead, whether it’s hot or not. It’s up to the broker to nurture it and see it through.”

“If you’re not getting leads from an agent, it’s not their fault - it’s yours for not showing you’re the right broker for the job.”

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

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More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

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Success and Broker