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Welcome to the BrokerEngine blog, where you’ll find practical articles and resources to help you settle more loans in less time and implement quality growth in your mortgage broking practice.

Mortgage Broker Testimonial System

The Complete Testimonial-Getting System For Mortgage Brokers

Okay, so you know you know you should collect and publish client reviews and testimonials. And you do — when you remember. But what…

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Top 10 Business Books Every Mortgage Broker Should Read

As a mortgage broker, you can either work everything out yourself… or you can stand on the shoulders of giants who have already made…

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Mortgage Broker Time Management

7 Time Management Hacks For Mortgage Brokers

How to Reclaim 2-3 Hours Per Day to Grow Your Business, Boost Your Income, and Enjoy More Time Off. Ask any mortgage broker how…

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Mortgage Broking Practice That Runs Without You

How To Build A Mortgage Brokerage That Runs Without You

At BrokerEngine, we define a self-managing practice as a mortgage brokerage that manages itself to greater growth. It’s a practice that can run smoothly…

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Best Interests Duty for Mortgage Brokers

How Mortgage Brokers Can THRIVE In The New BID Landscape

Mortgage brokers will be bound by a Best Interests Duty (BID) obligation as of 1st January  2021.  While there are a few silver linings,…

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Mortgage Document Collection Best Practices

Top 10 Mortgage Document Collection Best Practices For 2021

Mortgage document collection and fact-finding can be one of the most tedious part of the loan application process.  As a result, collecting information and…

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Mortgage Broker Outsourcing Mistakes

Top 7 Mortgage Broker Outsourcing Mistakes (And How To Avoid Them)

Over the last several years, increasing compliance burdens have caused a productivity crunch for mortgage brokers. Processing time per deal has ballooned, yet income…

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Mortgage Broker Appointment Templates

3 Appointment Templates For Doubling Mortgage Broker Meeting Effectiveness

As a mortgage broker, growing your volumes boils down to one thing: squeezing maximum value out of every hour.  You do this by structuring…

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The 4 Keys To Delivering A Referable Client Experience

This blog post was contributed by James McCracken, founder of The Successful Adviser. In today’s fast-paced, consumer-driven society, you could be forgiven if you…

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