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Insights & Strategies

Smarter Mortgage Brokering

The Winning Combo for Brokers in 2025: Penalties, Property Reports & a Good CRM

Many homeowners don’t realize how costly mortgage penalties can be—until it’s too late. As rates begin to drop, brokers who understand prepayment penalties can help clients refinance strategically, sa... ...more

Updates

February 14, 2025•5 min read

Empowering Mortgage Brokers with CRM, AI, and Easy Website Creation

Discover how My Broker Pro, and Sarah Mathieu empowers mortgage brokers with innovative tools like accessible CRMs, AI-driven website creation, and automation to streamline operations, overcome challe... ...more

Updates

December 15, 2024•5 min read

Leveraging Automation and Technology to Transform Canadian Mortgage Brokering

Ready to take your mortgage business to the next level? Discover how My Broker Pro’s automation tools streamline client communications, optimize workflows, and save you time. Learn more in our latest ... ...more

Updates

December 01, 2024•3 min read

The Power of Streamlined Onboarding with My Broker Pro’s All-in-One CRM

Discover how My Broker Pro’s all-in-one CRM simplifies client onboarding, automates follow-ups, and centralizes your workflow. From enhanced security to customizable workflows, see how it transforms c... ...more

Updates

November 15, 2024•3 min read

Why You Should Be Using AI for Client Interactions

AI can revolutionize how you manage client inquiries, schedule appointments, and handle queries 24/7, all while saving you time and improving client engagement. 🏡💬 Say goodbye to outdated methods—... ...more

Updates

October 15, 2024•3 min read

Top CRM Companies Reveal Best Email Marketing Tips for Brokers

Email marketing is essential for mortgage brokers to engage clients and grow their business. Discover top email marketing strategies from leading CRM companies like Salesforce, HubSpot, and Mailchimp.... ...more

Updates

October 01, 2024•5 min read