Description

What’s the difference between being a mortgage agent and running a mortgage business—and how can making the shift double your success?

In this episode, Kristen shares how changing her mindset from agent to business owner transformed her career. She dives into lead generation, client retention, and automation strategies that helped her scale her business while working smarter.

We’ll cover:

1. The Mindset Shift – How acting like a business owner (not just an agent) changed everything.
2. Building a Lead Machine – Using CRM automation, social media, and Google Business to drive referrals.
3. The Power of Follow-Up – How consistent client touchpoints turn past clients into repeat and referral business.
4. Scaling with Efficiency – Leveraging an assistant, AI, and automation to manage high volume without burnout.
5. Investing in U.S. Real Estate – How Kristen helps Canadians buy and refinance properties in the U.S.

If you want to connect with Kristen, you can check out her links below:

Instagram

Facebook

LinkedIn

https://www.mergemortgage.ca/

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

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I Love Mortgage Brokering is in partnership with Ownwell.

To learn more, visit: ownwell.ca

In this episode of the I Love Mortgage Brokering podcast, I chat with Kristen Young, a seasoned mortgage broker. We dive into the pivotal mindset shift that doubled her business, the power of leveraging technology, and the importance of nurturing client relationships. Kristen recounts her unique start in the industry, doing her first deal while in the hospital, and how strategic partnerships have fueled her success. If you're a mortgage broker eager to elevate your business and embrace a growth mindset, this episode is packed with insights and inspiration.

Here are the talking points we covered:

• The critical mindset shift from agent to business owner that transformed Kristen's business.
• The role of technology and CRM systems in streamlining processes and enhancing client communication.
• The impact of market changes on investment opportunities.
• The importance of maintaining a strong online presence and reputation through social media and Google reviews.
• Innovative approaches to client engagement.
• Insights on working with foreign nationals and the unique challenges and opportunities in the US mortgage market.
• The significance of taking action and learning from mistakes in business growth.