Mortgages, Eh?

Kyle Green and Justin Noda

Mortgages Eh? is a podcast written and presented by Kyle Green and Justin Noda. With a large emphasis on how to get deals done in the Canadian Mortgage Market and the challenges that the Canadian Mortgage Broker faces in their everyday brokering endeavours. From basics to high-level, there's something in this show for everyone to benefit from. Even if that's just laughing along with the hosts as Justin tries to keep up with Kyle . Underwriting Policies, document collecting, interesting guests and a combined 32 years of stories rooted in this crazy, stressful and wonderful industry. 

  1. 03/12/2025

    The Key to Closing More Mortgage Deals Starts With Your First Call

    The intake call is the most critical touchpoint in the mortgage process. It sets the foundation for trust, gathers key client information, and determines the best strategy moving forward. But how do you structure the perfect intake call to maximize efficiency and conversion rates? In this episode, Kyle Green and Mike Browne break down everything you need to know about running a high-impact intake call. From setting expectations and pre-qualifying clients to handling rate questions and scripting responses, they share the frameworks and real-world strategies that have helped them close more deals and build lasting client relationships. You'll learn: Why a phone call is exponentially more effective than email or text How to build trust instantly and establish authority The key questions to ask in every intake call The importance of client notes and documentation for long-term success How to handle rate shoppers and prevent lost deals If you're a mortgage broker or financial professional looking to refine your intake process and close more deals, this episode is packed with insights you can implement immediately. [Chapter List] 00:00 The Importance of the Intake Call 10:02 Building Trust and Establishing Expectations 20:08 Pre-Qualifying Clients and Setting the Stage 30:01 Scripting and Technical Knowledge in Conversations 30:53 Understanding Mortgage Bundling and Risk 34:01 The Importance of Client Notes 36:33 Identifying Decision Makers in Transactions 38:00 Understanding Client Objectives and Income 40:57 Navigating Property Ownership and Financial Nuances 44:12 Assessing Credit and Debt Impact 46:22 Exploring Refinancing Options 48:20 Gathering Essential Client Information 52:30 The Role of Realtors and Networking 55:04 Reflections on Quoting Rates Over Time Want more expert mortgage insights? Subscribe to Kyle’s newsletter for exclusive content and strategies at kylegreen.ca.

    The Key to Closing More Mortgage Deals Starts With Your First Call

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About

Mortgages Eh? is a podcast written and presented by Kyle Green and Justin Noda. With a large emphasis on how to get deals done in the Canadian Mortgage Market and the challenges that the Canadian Mortgage Broker faces in their everyday brokering endeavours. From basics to high-level, there's something in this show for everyone to benefit from. Even if that's just laughing along with the hosts as Justin tries to keep up with Kyle . Underwriting Policies, document collecting, interesting guests and a combined 32 years of stories rooted in this crazy, stressful and wonderful industry.