How to Fund 300+ Mortgages a Year by Sticking to Your Strengths

Today, we’re joined by Chris Allard, founder of the Chris Allard Mortgage Team and part of Smart Debt Mortgages. Chris is a long-time friend and an exceptional broker.

In this episode, we will cover:

1. The importance of a strong process;
2. How to build an effective team; and
3. Why Chris has two people handling pre-approvals instead of one

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In this episode, I chat with Chris Allard from Smart Debt Mortgages, who funds over 300 mortgages a year—and still loves working with realtors! A large part of his business comes from realtor referrals, alongside leads generated from Google. Chris shares how he’s streamlined his processes and built a team to handle this kind of volume, making sure everyone stays in their lane and plays to their strengths. We dive into how he’s created a business that not only scales but is also enjoyable and delivers a fantastic client experience. As I often say, there’s no problem in your mortgage business that someone else hasn’t already solved. Chris has figured out many of those solutions, and you can too. Tune in to learn how you can apply these strategies to your own business. You won’t want to miss this!

Here are the talking points we covered:

• Funding 300+ mortgages a year and thriving on realtor relationships.
• How Chris generates leads through realtors and Google.
• Streamlining processes and building a team to manage high volumes.
• The importance of keeping team members in their lane.
• Creating a scalable business that’s enjoyable and client-focused.
• Learning from others to solve problems in your mortgage business.
• Key strategies for improving client experience while growing your business.