631: How to Work Less and Get More Done

How can mortgage brokers manage their time effectively while growing their business? In this episode, I share my proven time management strategy, the "Ideal Workweek," which has helped me and countless mortgage brokers stay productive, reduce stress, and achieve better work-life balance.

We will cover:

1. The Ideal Workweek Framework – How to design a structured weekly schedule to maximize productivity.
2. Time Blocking for Success – Planning work start/end times, client meetings, and personal commitments.
3. Eliminating Distractions – Cutting out non-essential tasks to focus on what truly moves the needle.
4. Batching Work for Efficiency – How grouping tasks and creating themed weeks can boost performance.
5. Leveraging Ownwell for Client Engagement – A tool that helps brokers stay top-of-mind with homeowners.

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Ideal Workweek template

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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. 

 

Here are the talking points we covered:

• The concept of the Ideal Work Week and its benefits.
• Steps to create an Ideal Work Week:
  • Set your start and end times
  • Determine your total weekly work hours
  • Identify key priorities
  • Eliminate low-priority tasks
  • Map your schedule
• Incorporating essential activities like workouts, family time, and mindset practices.
• The importance of reviewing and adjusting the schedule regularly.
• Leveraging themes in your schedule for batching tasks efficiently.

In this episode of the I Love Mortgage Brokering podcast, I share my go-to strategy for mastering time management: the Ideal Work Week. I explain how this tool can help mortgage brokers create structure, prioritize essential tasks, and make room for client meetings to family time. Whether you’re overwhelmed by a packed schedule or just looking to improve efficiency, this episode will help you take control of your time and business.