Your Path to Effortless Growth

The Broker Growth Framework:
Your Marketing Assistant for Relationship Building

Building relationships with referral partners is critical for a thriving mortgage brokerage—but who has the time?The Broker Growth Framework does it for you. We build, nurture, and strengthen your referral partnerships, so you can focus on what you do best: serving your clients.

Why Choose the Broker Growth Framework?

Imagine having a marketing assistant who works tirelessly in the background:

Building connections with new referral partners.
Strengthening relationships with existing ones.
Positioning you as a trusted authority in the industry.

All for just $12,000 per year—a fraction of the cost of hiring a full-time marketing assistant.

$6000 for 12 months (monthly coaching)

How It Works

Our program handles the time-consuming but essential tasks of referral relationship management:

Approve & Provide Input: You approve the marketing materials and share updates about your policies.
Show Up to Appointments: We book pre-qualified meetings with referral partners for you.
Reap the Rewards: Watch your referral network grow and enjoy a steady stream of leads.

What Can You Expect?

Fast Results: Start seeing stronger relationships with existing partners in as little as 2 weeks. For new partnerships, results typically take just 3 months.

Ongoing Engagement: We keep your referral partners engaged and loyal with valuable resources that help them succeed in their business.
Minimal Effort: No need to micromanage. We handle the relationship-building while you focus on scaling your business.

Delivering Value to Your Referral Partners

We add value to your referral partners’ businesses by providing:

Resources that position them as experts in their fields.
Tools to help them convert more sales and provide superior service to their clients.

This ensures your partnerships remain strong, active, and mutually beneficial.

Momentum and Consistency:
The Keys to Long-Term Success

Marketing often takes a backseat for brokers, who juggle the demands of running their business, nurturing client relationships, and navigating complex deals. Yet, as Robert Collier famously said:

“Success is the sum of small efforts repeated day in and day out.”

Building consistent momentum in your marketing efforts isn’t just important—it’s transformative. It ensures your business remains top-of-mind for referral partners and clients, creating a steady flow of opportunities that fuel growth.

Why Momentum Matters for Brokers

Time Constraints: Marketing often falls off the radar during busy periods, leading to missed opportunities.
Peaks and Valleys: Without consistency, brokers experience fluctuating results, making it harder to plan and grow sustainably.
Referral Partner Engagement: Regular, value-driven communication keeps partners loyal and actively referring.

The ROI of Consistency

Our program is designed to deliver consistent results that not only sustain your business but help it thrive:

On average, just four additional settlements per year will allow brokers to break even on their investment in the program.
And that doesn’t include the ongoing trail income, which continues to build over time, creating a compounding effect for your business.

Proven Results, Guaranteed Personal Touch

We understand brokers might worry about losing the personal touch or questioning ROI. Here’s how we address these concerns:

Tailored for You: Every communication appears as if it’s coming directly from you, ensuring an authentic and personal feel.
Proven Success: Our program has already helped brokers generate consistent referrals and free up their time to focus on high-value activities.
Cost-Effective: At just $12,000 per year, you’re investing in a program that delivers results equivalent to hiring a marketing assistant—for a fraction of the cost.