90-DAY BROKER BUSINESS PERFORMANCE RESET
Build a broker business that is less dependent on you — and more consistent in execution.
Mares Broker Performance Advisory helps established broker principals identify where revenue, retention or execution discipline is slipping, then implement a practical 90-day roadmap focused on the two highest-value priorities.
Commercial Insight: 2–3 retained, refinanced or converted clients can create around $10,000 upfront revenue opportunity.
Does This Sound Like Your Business?
You may be writing solid volumes and looking after clients well, but the operating rhythm has not kept pace with the growth and complexity of the business.
Writing More, Working Longer
You are writing more loans but working longer hours.
Everything Comes Back to You
Too many client questions, file decisions and staff issues still require your direct involvement.
Follow-Up Is Inconsistent
Leads and pre-approved clients are not followed up consistently.
The CRM Is Not Driving Activity
Your CRM and pipeline contain information, but do not drive daily activity and accountability.
Existing Clients Are Under-Managed
Your back book and referral relationships are valuable, but are not managed proactively.
Opportunity Is Being Lost
You know there is opportunity in the business, but cannot clearly see where it is being lost.
OWNER-OPERATOR AT CAPACITY
You are writing solid volumes, but too much activity relies on memory, personal follow-up and your direct involvement. You want more structure and less reliance on you for every operating decision.
Which Stage Best Describes Your Business?
Mares BPA is designed for established mortgage broker businesses already writing volume, carrying an active pipeline and managing a valuable client base.
GROWING BROKERAGE
You are adding an administrator, offshore team member or additional broker and need clearer roles, handovers, workflow ownership and accountability.
ESTABLISHED MULTI-BROKER BUSINESS
The business is generating meaningful volume, but CRM use, pipeline visibility, client retention or team execution is inconsistent across the operation.
Why Execution Discipline Matters
Most established broker businesses already have opportunity in front of them. The issue is usually not knowledge — it is rhythm, follow-up, visibility and accountability.
Mares BPA helps broker principals identify where execution is slipping, agree on high-impact priorities, and build a practical 90-day roadmap that improves operating discipline across leads, pipeline, pre-approvals, existing clients and referral relationships.
Six Areas That Drive Consistent Broker Performance
Focused advisory disciplines designed to improve broker business execution, client engagement and daily rhythm.
Lead Conversion and Nurture
Strengthen lead follow-up, nurture activity and re-engagement discipline so more opportunities convert.
Pre-Approval Management
Improve contact rhythm, property-search readiness and conversion from pre-approval to active purchase.
Pipeline Management
Build clearer stage visibility, next-action ownership and review rhythm so files do not stall or drift.
CRM Discipline
Improve data quality, follow-up visibility and daily usage discipline so the CRM becomes an operating tool, not just a database.
Back-Book Retention
Build proactive review, repricing and refinance-risk identification to reduce leakage and protect client value.
Referral Rhythm
Create more structured referral-source management, client referral activation and partner follow-up cadence.
1.
DIAGNOSE
Review the business rhythm across the core performance areas and identify where revenue, retention or execution discipline is slipping.
How the 90-Day Broker Business Performance Reset Works
The diagnostic may identify several improvement areas, but the first reset focuses on the two strongest agreed priority outcomes so implementation remains realistic and commercially useful.
The 90-Day Reset is a practical advisory process designed to turn diagnostic insight into action.
2.
PRIORITISE
Agree on the two strongest priority outcomes for the first 90 days.
3.
IMPLEMENT
Build a practical roadmap with agreed actions, owners, timing, measures and implementation tools.
4.
HOLD ACCOUNTABLE
Review progress fortnightly, remove roadblocks and capture future-phase opportunities without diluting the initial reset.
Diagnose. Prioritise. Implement. Hold accountable.
What Broker Principals Say
“Jason has a deep understanding of broker businesses and the practical operating disciplines that drive performance. He brings a clear commercial lens and a structured approach to helping principals pinpoint where execution can improve.”
Rob Lees, Principal, Mortgage Choice Blaxland & Penrith
Jason Mares
Jason Mares brings more than 30 years’ experience across banking, finance, mortgage distribution and broker network leadership.
Having worked with hundreds of broker businesses across major mortgage and franchise networks, Jason understands what separates high-performing broker principals — structure, rhythm, accountability and disciplined client engagement.
Through Mares BPA, he helps established broker businesses improve execution discipline, CRM adoption, pipeline visibility, back-book retention and practical operating habits that support stronger commercial outcomes.
Find Out What Is Holding Your Brokerage Back
Start with a confidential broker performance conversation to identify where revenue, retention or execution discipline may be slipping — and whether the 90-Day Broker Business Performance Reset is the right next step, or whether a more focused diagnostic should come first.