WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Dean, Deryk, & Jason are joined by Rachelle Gregory. Rachelle is the SVP of Originations at MERIX Financial from Toronto, Ontario, who has been with MERIX for over 21 years since becoming their 3rd employee in 2005. Rachelle is analytical and growth-driven with extensive operational leadership experience encompassing sales, business development, customer service, process innovation, and team building. Founded in 2005 and acquired by MCAP in 2021, MERIX Financial has funded over $60 billion in mortgages and provided residential mortgages to over 300,000 Canadians from coast to coast. Rachelle is here to discuss: → Her journey in the mortgage industry, why her parents started MERIX and it's evolution, and what it was like in their early days. → MERIX successful trailer model, if more people are using them in today's market, and the unique ways brokers have used them for financial planning like paying assistants and maternity leave. → MERIX's alternative side, NPX, rolling it out to more provinces, and how leveraging tech can bring more consistency to alternative lending. → MERIX's designated renewal specialists for $10M producers and how it's helped them keep more renewals. → The importance of building relationships with underwriters and the right way to ask for a file escalation. → Why MCAP acquired MERIX, what it's been like combining cultures, and the collaboration between MERIX, MCAP, & RMG. → What a DISC assessment is, how it works, and how it can be beneficial in your business when dealing with co-workers, employees, lenders, and clients. → When she started teaching DISC, how often people should do a DISC assessment, and how brokers have found success by implementing DISC. → Dean, Deryk, & Jason's DISC styles and how it impacts their relationships with each other and also their business. *** 🔗 MERIX Financial Website: www.merixfinancial.com 📋 MERIX Financial LinkedIn: @MerixFinancial 📧 Rachelle Gregory's Email: rachelle.gregory@merixfinancial.com 📋 Rachelle Gregory's LinkedIn: @RachelleGregory 📸 Rachelle Gregory's Instagram: @rachgregory31 *** CHAPTERS 00:00:00 Intro 00:00:31 Today's Guest: Rachelle Gregory 00:02:37 The Evolution of MERIX Financial 00:05:16 MERIX's Successful Trailer Model & Unique Use Cases 00:12:21 Is There a Renewal Program with MERIX's Alternative Side, NPX? 00:15:05 Rolling Out NPX to More Provinces & Leveraging Tech 00:20:40 Why Did MCAP Acquire MERIX? 00:23:01 Collaboration Between MERIX, MCAP, & RMG? 00:24:57 Why Did Rachelle's Parents Start MERIX? 00:26:09 How Have MERIX & MCAP Combined Cultures 00:27:24 MERIX's Designated Renewal Specialist for $10M Producers 00:30:31 Building Relationships with Underwriters & File Escalation 00:35:06 What the DISC Assessment Is & How it Works 00:44:53 When Rachelle Starting Teaching DISC 00:46:51 Dean, Deryk & Jason's DISC Styles 01:01:58 How Often Should People Do DISC Assessments 01:02:46 Have Other Brokers Implemented the DISC & Found Success 01:04:32 Advice for Brokers 01:07:24 Final Thoughts *** CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: @abetterwaymortgage 📺 The Mortgage Broker Podcast YouTube: @MortgageBrokerPodcastNetwork 📝 The Mortgage Broker Podcast Blog: @ABWMedia *** CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: @JustinNoda 📋 Dean Lawton's LinkedIn: @DeanLawton 📋 Deryk Williamson's LinkedIn: @DerykWilliamson 📋 Jason Marshall's LinkedIn: @JasonMarshall *** CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: www.joinabw.ca 📸 A Better Way Mortgages Instagram: @abetterwaymortgages 📋 A Better Way Mortgages LinkedIn: @ABetterWayMortgages 👥 A Better Way Mortgages Facebook: @ABetterWayMortgages 📬 A Better Way Mortgages Tuesday Mortgage Memo: @ABWTuesdayMortgageMemo
