What if your past clients could generate consistent leads—for you and your referral partners—every single month?

Dan MacDonald, CEO and co-founder of Ownwell, joins us to talk about how his journey from comic book artist to tech entrepreneur led him to build one of the most powerful homeowner engagement tools in Canada. Ownwell helps brokers stay top of mind and turn client databases into a lead-generating machine.

In this episode, we’ll cover:

1. The Origin of Ownwell – Why Dan built a Canadian version of Homebot to help brokers maintain relationships and drive repeat business
2. What Brokers Are Doing Wrong – Most brokers send boring, irrelevant content to past clients. Ownwell changes that with highly personalized reports.
3. What Makes Ownwell Work – With open rates as high as 80%, brokers can stay top-of-mind by showing clients their home equity, buying power, and more.
4. Adopt My Mortgage – A new feature that lets brokers co-market with referral partners and access their databases to generate leads.
5. Mindset of Top Performers – Don’t overthink it—just enroll your clients and start the conversations. The brokers who win are the ones who take action.

Want to turn your past client database into a steady stream of mortgage leads? Go to ownwell.ca, use code ILMB100 at checkout to waive the $100 setup fee, and claim one of the remaining limited spots for the “Adopt My Mortgage” feature!

To follow Dan, you can check out the links below:

https://ownwell.ca/

LinkedIn

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

Join my newsletter!

I Love Mortgage Brokering is in partnership with Ownwell.

To learn more, visit: ownwell.ca.

What’s the difference between being a mortgage agent and running a mortgage business—and how can making the shift double your success?

In this episode, Kristen shares how changing her mindset from agent to business owner transformed her career. She dives into lead generation, client retention, and automation strategies that helped her scale her business while working smarter.

We’ll cover:

1. The Mindset Shift – How acting like a business owner (not just an agent) changed everything.
2. Building a Lead Machine – Using CRM automation, social media, and Google Business to drive referrals.
3. The Power of Follow-Up – How consistent client touchpoints turn past clients into repeat and referral business.
4. Scaling with Efficiency – Leveraging an assistant, AI, and automation to manage high volume without burnout.
5. Investing in U.S. Real Estate – How Kristen helps Canadians buy and refinance properties in the U.S.

If you want to connect with Kristen, you can check out her links below:

Instagram

Facebook

LinkedIn

https://www.mergemortgage.ca/

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

Join my newsletter!

I Love Mortgage Brokering is in partnership with Ownwell.

To learn more, visit: ownwell.ca

In this episode of the I Love Mortgage Brokering podcast, I chat with Kristen Young, a seasoned mortgage broker. We dive into the pivotal mindset shift that doubled her business, the power of leveraging technology, and the importance of nurturing client relationships. Kristen recounts her unique start in the industry, doing her first deal while in the hospital, and how strategic partnerships have fueled her success. If you're a mortgage broker eager to elevate your business and embrace a growth mindset, this episode is packed with insights and inspiration.

Here are the talking points we covered:

• The critical mindset shift from agent to business owner that transformed Kristen's business.
• The role of technology and CRM systems in streamlining processes and enhancing client communication.
• The impact of market changes on investment opportunities.
• The importance of maintaining a strong online presence and reputation through social media and Google reviews.
• Innovative approaches to client engagement.
• Insights on working with foreign nationals and the unique challenges and opportunities in the US mortgage market.
• The significance of taking action and learning from mistakes in business growth.

Is your mortgage business struggling because of tactics—or is your mindset the real problem?

In this episode, I share a powerful mindset shift that has helped mortgage brokers break through plateaus and take massive action in their businesses. If you’ve ever felt stuck, this one change could be the key to unlocking your success.

We’ll cover:

1. Tactics vs. Mindset – Why knowing what to do isn’t enough if your “why” isn’t strong enough.
2. Two Broker Transformations – How a struggling broker turned things around simply by changing his motivation.
3. The "7 Levels Deep" Exercise – A strategy to uncover your real driving force for success.
4. Why "Freedom" Isn't the Answer – The truth about why most brokers don’t get freedom right away.
5. Taking Action Now – How to stop procrastinating and make meaningful progress today.

Try the 7 Levels Deep exercise:

https://www.7levelsdeep.com/

Subscribe to my newsletter for the most useful insights in the mortgage business!

Join my newsletter!

Follow Scott on Instagram: www.instagram.com/scottpeckford/

I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

To learn more, visit: www.finmo.ca/ilmb

Hey, it's Scott Peckford, and in this episode, I'm diving into the one game-changing factor that separates struggling mortgage brokers from those who take off. Spoiler: it's not your tactics, brokerage, or scripts—it's your why. I share two powerful stories of brokers who completely transformed their businesses simply by shifting their mindset. Plus, I’ll walk you through an exercise called Seven Levels Deep to help you uncover your true motivation. If you've ever felt stuck or struggled to take action, this episode is for you.

Here are the talking points we covered:

• Why tactics and strategies alone won’t grow your mortgage business
• The mindset shift that turns struggling brokers into top performers
• Two real-life examples of brokers who found their why and skyrocketed
• The Seven Levels Deep exercise to uncover your true motivation
• Why emotional leverage is the key to overcoming procrastination
• The biggest misconception about “freedom” in the mortgage business