From Frustration to Financial Freedom:
How Lisa Transformed Her Mortgage Business
Lisa had been a mortgage agent for nearly five years. She loved helping clients secure the right financing solutions, but something wasn’t adding up. No matter how many deals she closed, her income never seemed to reflect her effort. Between high brokerage fees, outdated software, and promised tools that never delivered, she felt stuck—working harder but never getting ahead.
A Wake-Up Call: Tracking the Numbers
One evening, Lisa came across My Mortgage Biz Plan, a business planning tool designed for mortgage professionals. Intrigued by the idea of mapping out her business with real numbers, she downloaded the free Google Sheet and started inputting her income goals, lead flow, and marketing expenses.
What she discovered was shocking.
- High Overhead Costs: She was overspending in areas that weren’t bringing real returns. Monthly tech fees, unnecessary brokerage costs, and lead generation programs that barely converted were draining her profits.
- Poor Commission Splits: The fees and splits at her brokerage meant she was giving away a huge chunk of her earnings—far more than she had realized.
- Lack of Ownership: Lisa was spending her energy building someone else’s brand instead of investing in her own long-term success.
A New Perspective: Retaining More of Her Income
Curious, Lisa used the Mortgage Business Remuneration Model Calculator to compare her current brokerage’s commission structure with Cashin Mortgages’ model. The numbers spoke for themselves:
- At her current brokerage, she was losing thousands per deal in commission splits.
- With Cashin Mortgages, she could retain more of her earnings while benefiting from industry-leading tools, AI assistants, and a top-tier CRM—all included.
It was an eye-opening moment. Lisa realized that success wasn’t just about how much she sold—it was also about how much she kept. She had been paying for empty promises instead of investing in her own future.
Taking Control: The Power of the Right Partnership
Determined to break the cycle of frustration, Lisa made the switch to Cashin Mortgages. She took control of her business, focused on building her personal brand, and leveraged the right tools to increase efficiency. The impact was immediate:
✅ Increased Profitability: With a smarter commission structure, Lisa kept more of her hard-earned money.
✅ Better Client Experience: With advanced technology and support, she could serve her clients faster and more effectively.
✅ More Freedom: She was no longer tied to unnecessary brokerage costs—she had the flexibility to reinvest in her business and her future.
Within months, Lisa was not only earning more but also working smarter, not harder. She went from feeling trapped in a cycle of frustration to running a business on her own terms.
The Bottom Line: Who Are You Working For?
Lisa’s story is a reminder that the name on the back of the shirt is more important than the brand on the front. If you’re working tirelessly but not seeing the financial rewards you deserve, it’s time to ask yourself:
🔹 Are you building your own business, or just someone else’s?
🔹 Are your brokerage’s fees and splits holding you back?
🔹 Do you have access to the right tools, technology, and support?
If you’re ready to take control of your income, your brand, and your future, Cashin Mortgages can help. It’s time to stop feeling frustrated and start feeling empowered.
Make the switch. Invest in yourself. Own your success.
Are You Ready to Take Your Career to The Next Level?
To help mortgage professionals like you stay on track, we’re offering MY Mortgage Biz Plan—100% FREE!
- Goal-Setting & Lead Planning – Find out exactly how many leads you need to reach your income targets.
- Cost & Profitability Breakdown – See where your money goes and how to boost profits.
- Time Value Calculator – Learn what your time is really worth and maximize your productivity.
- Personal WHY Worksheet – Stay motivated by defining your purpose and long-term vision.
- Business Remuneration Calculator – Know how much you’ll earn per deal and structure your compensation wisely.
- Quick Start Videos – Step-by-step guides to help you hit the ground running.
This FREE tool is your roadmap to a thriving mortgage business. Plan your work and work your plan!
P.S. We’re not selling courses, and you don’t need a credit card. This tool is 100% FREE—because we believe in helping mortgage agents succeed!
