
756: Stop Doing the Work You Hired Someone Else to Do | $100 Million Dollar Journey with Nate Atkin Part 7
I Love Mortgage BrokeringShow Notes
Nate Atkin is knocking on the door of $50 million, and the biggest change in his business right now is finally having an experienced underwriter working with him full-time.The problem is that Nate has spent years doing everything himself, so handing over the work has not been as easy as simply hiring the right person.In this episode, we talk about what the transition has actually looked like, where his systems are starting to break, and why keeping his underwriter on the sidelines is costing him more than putting her to work.We also get into what Nate should be doing with the time he gets back, including doubling down on his realtor relationships and a simple client event strategy he can use to stay connected.In this episode, we cover:
The Gretzky Problem - What happens when you hire someone great but keep doing their job yourself. What Broke After Nate Hired Help - The systems and processes that started showing their weaknesses once another person entered the business. Where the Handoff Should Happen - How Nate and his underwriter are dividing responsibilities from application through approval. What Nate Should Do With His Time Back - Why getting out of underwriting only works if that time gets redirected into the right activities. The Thanksgiving Pie Strategy - A simple way to get in front of clients and referral partners without talking about mortgages.
Once you hire the right person, get out of their way as quickly as you can. The faster Nate hands off the work, the faster he can get back to the activities that actually grow the business.Follow Nate’s journey through the links below:Instagram FacebookLinkedInTikTokhttps://www.hummingbirdmortgages.ca/ $100 Million Dollar Journey SeriesEp 1 - $100 Million Dollar Journey Ep 2 - How to Find and Hire an Underwriter Ep 3 - What Breaks When You Scale? Ep 4 - How to Hire Before You Burn Out Ep 5 - How to Get More Deals From Realtors You Already Know Ep 6 - How to Grow Beyond Realtor Referrals Follow me on Instagram: www.instagram.com/scottpeckford/I Love Mortgage Brokering: www.ilovemortgagebrokering.comFind out more about BRX Mortgage: www.whybrx.com Subscribe to my email list, Peckford's PlaybookJoin the Mortgage Mindset DailyGamify your prospecting with the 10@10 AppI Love Mortgage Brokering is in partnership with KDK Financial.To learn more about their automotive loan solutions for you and your clients, visit https://kdkfinancial.com.
More from I Love Mortgage Brokering
Taylor Atkinson is now over $300 an hour, but getting to the next level has been harder than expected.He has spent the last several months testing systems, software, AI, and different ways to make the business more efficient. Eventually, he realized the biggest bottleneck was still him.In this episode, we talk about why Taylor hired an underwriter, how he divided the roles between himself, Kat, and the new hire, and why adding cost can sometimes be the fastest way to create more capacity.We also get into what Taylor plans to do with that extra time, including data mining, speaking events, his podcast, and getting more intentional about generating referrals.In this episode, we cover:
I just came back from one of the best marketing masterminds I’ve been to in a long time.I left with a bunch of ideas around content, formats, and how some of the biggest creators in the world test what works. My first instinct was to come home and start installing all of it.Then I looked at the numbers in our own business and realized something more important.We do not have a lead problem. We have a hole further down the bucket. So before adding more leads, the better move is to fix the part of the process that is already leaking.In this episode, I cover:
David Grossman has been in the mortgage business for 23 years and has tried a lot of different ways to market himself along the way.One of the things he is doing now is a local podcast recorded inside a coffee shop, where he brings on professionals from his community and turns those conversations into content and referral relationships.In this episode, we talk about how he records the show, the simple tech behind it, why he thinks podcasting can be such a good relationship-building tool, and what he learned from an earlier side project that took him too far away from his core business.We also get into hiring help after more than two decades of doing everything himself, alternative lending, and why giving the client the right advice matters more than winning every deal.In this episode, we cover:
Angela Robinson had me on her new podcast and asked me some questions I do not normally get asked.We talked about why being coachable, resourceful, and action-oriented matters so much in this business, and why the gap between learning something and actually doing it can quietly hold you back.We also got into hiring too late, building better systems, how I prioritize when everything feels important, and why I am okay making the “wrong” decision if it is still aligned with my values.It was a different kind of conversation, and one I really enjoyed.In this episode, we cover:
I’m back with Episode 2 of What’s Your Move?This time, a broker has been in the business for more than a decade, does about $25 to $30 million a year, and recently hired his first assistant. She is great, but somehow the business feels messier than before.They are stepping on each other, replying to the same emails, and creating confusion. The bigger issue is that he wants to double his business next year.So what would you do: add new technology, fix the process, or is the real problem somewhere else?In this episode, I cover: