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

EPISODE · May 16, 2022 · 45 MIN

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

from I Love Mortgage Brokering · host I Love Mortgage Brokering

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   Follow on TikTok: @tiktok.mortgagebroker   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about ILMB Mortgage Pros: www.rookietorockstar.ca   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Find out more about the 10 Loans A Month Academy: www.10loansamonth.com

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   Follow on TikTok: @tiktok.mortgagebroker   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about ILMB Mortgage Pros: www.rookietorockstar.ca   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Find out more about the 10 Loans A Month Academy: www.10loansamonth.com

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

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This episode was published on May 16, 2022.

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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...

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