651: How 3 Brokers Built a Scalable Business, Together - Jason Small

When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country. In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast. Important Links Grow your repeat and referral business with Ownwell  Join Scott’s 3:2:1 Newsletter  Follow Scott on Instagram    🎯 Key Takeaways Jason’s transition from restaurant manager to full-time mortgage broker How he doubled his business year-over-year through disciplined outreach The strategy behind sharing a full-time underwriter across three brokers Why mapping a unified client journey was critical to success How tools like MyBroker Pro and TextExpander drive efficiency and consistency 📚 Topics Covered Transitioning industries and building a new career from scratch Realtor lead generation and the power of cold calling Building systems and scaling a brokerage team Hiring, onboarding, and collaborating across time zones Automation tools and CRM customization for client experience 🛠️ Names, Tools & Frameworks Mentioned MyBroker Pro (CRM system) TextExpander The "4 -Slide" Realtor Pitch BRX 100-Day Challenge ILMB FB Group BRX Mortgage Instagram: @jdemortgageguy To connect with Jason, check out the links below:  Instagram Facebook https://jaythemortgageguy.ca/ Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.