5 Ways to Take Your Mortgage Broking to the Next Level in 2022

5 Ways to Take Your Mortgage Broking to the Next Level in 2022

We know you are all exhausted after a tough year…but if you start planning your 2022 NOW, you will hit the ground running and take advantage of the continued spike in opportunities.

Here are our Top 5

Plan a good rest

This is the most important tip. If you are feeling the pinch from the chaos of this year, 100% take a GOOD break.  You will not be able to kick off fresh this 2022 if you have not given yourself time out. You may lose one or two opportunities, it is unlikely, but it will be worth it. 

Push your current pipeline hard

Use the next two to three weeks to push all deals in the system as hard as you can.  The less you have rolling over from last year, the less stress you will have come February and March.

Business plan

Do not put this off until February next year.  Have a think now about how you want your business to look by the end of 2022.

  • What is your marketing plan?
  • How much business will you write?
  • What is your resourcing plan?

Start visualising this now, put it down on paper, discuss it with someone you trust. 

Know your first push

To hit the ground running, have a think how you are going to push for business in the new year. What will your angle be to get your initial prospects in?

Incorporate changing market factors into your plan

Rising interest rates, tightening lending requirements and election promises are going to cause major changes for us in 2022. Make sure you understand these as much as possible so that you can plan, and even take advantage of these changes.