In 2004 I was approached in a hockey arena and asked if I would ever consider a career in mortgage brokering.  At that time I was looking for a change.  This one never even entered my mind.   An accountant by trade, I wanted to find something outside of paper & numbers, but included people.  Lesson learned; always investigate open doors.  My financial experience instantly put me in a comfort zone. Living in the community for many years and coming from a large family gave me my initial referrals.  I quickly adapted to the role.  It was a good time to enter the industry as real estate was very active and our community was one of the fastest growing in the Country.  I was named Rookie of the Year for Mortgage Centre Canada in 2005 and my client base has grown substantially.  In the Spring of 2008 I joined TMG in Grande Prairie, Alberta and February of 2011 started my own team.   My clients and referral sources followed.

The majority (90%) of my data base is repeat business and past client referrals.  There is no better compliment when a past client continues to do business with you and then refers to you.  You can never go wrong when you are providing positive solutions to people with their finances.

I was able to hire an assistant in the fall of 2009.  She manages my data base, tracks my expenses and will be completing quarterly mails outs to my clients.  I have learned that you have to look after your business and where it comes from.  With the economy just healing from the recession and real estate activity down; refinances play an important role in the industry.  Where do I get this business....by cultivating my data base and keeping in touch with my clients. 

Rules that I practice:

• If you don't ask; you don't get.
•  Don`t be afraid of the word `No`, just carry on.
•  Answer your phone.
•  Leave business cards & a bit of knowledge everywhere you go.
•  Be patient.
•  Concentrate on service & putting the client in a comfort zone.
•  If it doesn't make you feel good, quit doing it.
•   If it is sunny, go outside, you can work when its dark.
• Spend time with family & friends.
  

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I have never looked back.  Providing finance solutions and showing people how to benefit from the right mortgage is very gratifying.  What you put into your efforts; will eventually pay off.  If it is meant to be, it will be.  What you leave out there eventually finds its way back.  I am happy!