624: How Changing Your Business Model Can Improve Your Business - Meredith Kaminsky

What’s the secret to building a thriving mortgage business while staying organized and stress-free?

 

Meredith Kaminsky is an experienced mortgage professional, shares how she leverages processes, teamwork, and client relationships to streamline operations and achieve success in the mortgage industry.

I chat with Meredith Kaminsky, a mortgage broker with One Link, who has been transforming her business since 2008. Meredith shares her approach to refining systems that drive efficiency, including leveraging trigger-based Kanban boards for task management, enhancing renewal conversations to uncover new opportunities, and building long-term client relationships through personalized outreach and effective process sheets. We also explore strategies for maximizing referrals, managing client anxiety around rising rates, and creating authentic customer experiences that lead to repeat business. Tune in to learn how thoughtful processes and proactive communication can elevate your mortgage business.

In this episode we will cover:

1. How Meredith’s team uses triggers and Kanban boards to stay on track and avoid missed tasks.
2. Strategies for easing client anxiety during renewals and uncovering opportunities for refinances.
3. Using process sheets and personalized touchpoints to enhance the client experience.
4. How networking groups and contests keep her engaged with clients and referral partners.
5. The importance of consistency, even with family and friends, to maintain quality service.

 

To connect with Meredith, you can check out the links below:

Instagram

Facebook

LinkedIn

https://mortgagesdoneright.ca/

 

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I Love Mortgage Brokering: www.ilovemortgagebrokering.com

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

 

I Love Mortgage Brokering is in partnership with Ownwell.

To learn more, visit ownwell.ca.