Mortgage Masterclass


Answers to the most common questions about the mortgage masterclass.

Frequently Asked Questions

You have unlimited, 24/7 access for 12 months! This allows you to learn at your own pace.

On any device with internet access! You can learn on a computer, smartphone, or listen in your car during your commute.

Yes! The course focuses on developing your target market, forging relationships with referral partners, and building your lead generating system. The principles and strategies taught can be applied to any mortgage market across Canada and the United States.

This is a very interesting question, because it depends on who you ask. I’ve talked to many agents who have been licensed for about 6 – 18 months, because they were interested in taking my course. And I asked every single agent: “Tell me, what’s missing from your brokerage training?”

Some had nice things to say about their brokerage. That they gave them good support to help underwrite deals. Or that there was lots of product training. But something was missing.

Others felt that as soon as they got licensed, they were left to fend for themselves, figure things out on their own.

I actually had an agent tell me, “I asked for help on marketing from some of the more experienced brokers, but they didn’t want to help, as if wanting to closely guard their secrets on marketing strategies.”

Regardless of how they answered, they all had one thing in common. There was absolutely no training on business development, marketing and lead generation. And yet, without this, there’s no way you can make it in this business. Because quite frankly, it’s not an easy task to advertise mortgages or win over referral partners. In fact, most agents do it the wrong way.

This is precisely why I created this course. To fill this huge education gap between your licensing course and the product and underwriting training that your brokerage provides. 

How my course is different is because it teaches you how to implement proven marketing and lead generation strategies. And it’s not a generic marketing course. It’s highly focused on marketing mortgages. Because how you sell mortgages is vastly different from how you sell anything else.

This course is for both new and existing agents.

For existing agents, if you’re struggling to get leads, losing time and money, I suggest you put the brakes on and learn the strategies to solve your pain points.

For new agents, now is the time to lay the foundation to your business, so you can avoid these pain points. And instead, hit the road running, and generate leads and sales as quickly as possible.

In other words, if you plan to generate leads from sources other than from realtors, does this help?

The answer is yes, absolutely!

Although in this course I focus on winning over realtors, the beauty is that everything taught can literally be applied to any kind of referral partner or source. Be it accountants, financial advisers, lawyers, contractors, you name it. 

You see, once you understand and learn the fundamental skills of forging relationships, you can win over anyone who can send you leads. Use the same strategies, conversation starters, and approach provided within the course.

The interesting thing about becoming a mortgage agent, is that it has one of the lowest cost entry requirements. Any yet, your income potential is unlimited. But… you have to know how to tap into that potential.

So, consider this course as one of the most important investments you can make in yourself and your business.

I’ve been in financial services for over 20 years. I want you to learn from my experience, not your mistakes! This course is two years in the making. It consists of 10 modules, taking you step-by-step on how to build your business, establish good-quality referral partners, and build your lead generation system. 

If you're a new agent, you should NOT wait.

Here's why:

The average mortgage size transacted in Ontario is about $550,000. The average commission on a 5-year term is about 75 basis points. That means, per deal, you’d earn $4,125. Not bad, right?

However, most agents take over 6 months to start generating sales. 

Let’s say your goal is to make just one sale a month, just one. If it takes you an extra 6 months to figure things out on your own through lots of trial and error, your opportunity cost is 6 months times the 4,125 commission per deal. 

Waiting could result in $24,750 in lost income. $24,750 is the cost of waiting.

So, don’t wait for that to happen to you. Be proactive. Take your first step today to building the foundation of a prosperous business that will consistently generate leads and greater income, year after year.

Still have questions?

Call Today. I’ll be happy to help.