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YOU SCANNED THE BACK OF THE BOOK
The book gave you the magic words.
Here are 149 more, written for mortgage brokers.
Over three weeks, a group of Canadian mortgage brokers went through Phil M. Jones's book chapter by chapter and rewrote every phrase for real broker moments: rate shoppers, renewals, document chasing, realtor meetings and referral asks. These are the lines they actually use.
149
ready-to-use phrases
21
magic words, adapted
Free
no catch, no sales call
What you get
Not a list sorted by chapter.
A playbook sorted by the moment you need it.
The Magic Words Playbook
All 149 phrases, grouped by the moment in the deal: discovery calls, chasing documents, rate shoppers, renewals, insurance, realtor meetings and referral asks.
The one-page desk cheat sheet
The 20 lines brokers reach for most. Print it and keep it beside the phone for your next discovery call.
21 days of magic words
One magic word a day in your inbox, with the story of how a broker used it on a real call. Two minutes a day.
A taste of what's inside
Five of the 149, straight from the brokers who said them on our calls.
RATE SHOPPERS
"You can always renegotiate the rate on your mortgage, but you can't renegotiate the purchase price."
Jennifer, mortgage agent
WAITING ON APPROVAL
"My team goes by the model 'no news is not bad news.' If you don't hear from us tomorrow, it just means we're in line."
Kambi, mortgage broker
RENEWALS
"You're going to be paying this off at 81. How do you feel about that?"
Chantal, mortgage agent
FIRST-TIME BUYERS
"How would you feel if somebody was paying half your mortgage every month?"
Colin, mortgage agent
SECOND OPINIONS
"What was your strategy behind that five-year mortgage?"
Scott Peckford, founder of BRX Mortgage
Find the
right words
for the moment you're in
Opening the discovery call
Getting documents in
Handling rate shoppers
Renewals and refinances
Bruised credit and tough files
Insurance conversations
Realtor and partner meetings
Asking for referrals and reviews
Every phrase is tagged by when to use it and who you're talking to, so you can find the line you need in the 30 seconds before a call.
WHO PUT THIS TOGETHER
Scott Peckford and the
Mortgage Mindset Daily Group
Scott is the founder of BRX Mortgage and host of the I Love Mortgage Brokering podcast, with 800+ episodes. Every morning he leads a group of Canadian mortgage brokers through a book that makes them better at the job. This playbook came out of their three weeks on Exactly What to Say, and the custom Mortgage Broker Edition you're holding was created with Phil M. Jones.
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