392: Tim O’Brien, Scotsman Guide #566, on Working with Financial Advisors and Funding 393 Mortgages in 2021

I Love Mortgage Brokering

English - May 16, 2022 07:00 - 45 minutes - 104 MB - ★★★★★ - 12 ratings
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Previous Episode: 391: Graham Campbell on a 400% Growth Year Over Year

Next Episode: TLAM 75: 3 Things Top Brokers Do That You Probably Don’t

Today, we're joined by Tim O'Brien, ranked #566 in the Scotsman Guide in 2021. Tim is an Equity Partner and Mortgage Broker at Zipfel Capital from Cincinnati, Ohio, who funded 393 files in 2021, totalling $159 million.

Tim is here to discuss the tools he uses in his process to fund almost 400 mortgages with only 1 assistant, scripting he uses with financial advisors (30% of his business), and his database marketing strategies.

In today's "Ask The Expert" segment, we have Reuven Gorsht from Deeded discussing how to virtually serve your clients.

Zipfel Capital Website: www.zipfel.com

Zipfel Capital Facebook: @ZipfelCapital

Zipfel Capital Instagram: @zipfel_capital

Tim O'Brien's Email: [email protected]

Deeded Website: www.deeded.ca/ilmb

The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb

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Find out more about the 10 Loans A Month Academy: www.10loansamonth.com