647: When Success Steals Your Freedom - Geri Janes

What if the real key to freedom in your mortgage business isn’t working harder—but working smarter with the right people and systems?

In this episode, I sit down with Geri Janes to talk about how she built a $100M+ business by focusing on systems, hiring the right people, and strengthening lender partnerships. We dig into how she leveraged technology like Blue Mortgage, Finmo, Loom, and Calendly to streamline her workflow—and how she scaled her business without losing her sanity.

If you’re trying to grow but feel stuck in the weeds, Geri’s approach will show you what practical, sustainable scaling looks like.

We’ll cover:

• Hiring Before You're "Ready" - Why waiting too long to hire will cost you—and how Geri built a winning team with a Director of Operations and two fulfillment specialists.
• Building a Database That Pays You Back - How she uses Blue Mortgage and Google reviews to turn past clients into a consistent pipeline of new deals.
• Using Video to Save Time and Improve Client Experience - How Loom videos replaced 90-minute meetings—and why clients actually prefer it.
• Optimizing Your Calendar with Control - How Geri uses Calendly to set boundaries and protect her time without hurting client relationships.
• Using AI for Summarizing Calls and Strategy Meetings - Simple, practical uses of AI that save time and make team handoffs smoother.
• Biggest Lessons Learned - Hire sooner. Trust your team. And build strong lender partnerships early.

To connect Geri, check out the link below:

https://www.mortgageswithgeri.ca/

 

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