When urgency meets intention: the broker’s path from Q4 push to a smarter 2026

Mortgage Broker Broadcast

Mortgage Broker Broadcast
When urgency meets intention: the broker’s path from Q4 push to a smarter 2026
Oct 22, 2025 Season 6 Episode 48
Craig Skelton

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Ten weeks to Christmas, darker days setting in, and the urge to coast is real yet this is where great brokerages pull ahead. We dive into a clear, no-fluff plan to close the year with momentum: reflect on Q3, set SMART goals you can actually hit, and redirect energy into the marketing channels that turn into completed applications. You’ll hear how to use data instead of guesswork, why consolidating tools beats adding more apps, and where tax-savvy prepay decisions (with your accountant’s guidance) can set you up to hit January running.

We also unpack the rising role of bridging finance as a legitimate tool for speed-sensitive clients. From building lender relationships to spotting ideal cases, chain breaks, auctions, light refurb we outline the steps to upskill quickly and deliver quick wins before year-end. Alongside the revenue plays, we tackle the operational work that creates real lift: clearing backlogs, tightening CRM hygiene, strengthening feedback loops with introducers, and celebrating wins that often get ignored in the rush.

Looking ahead, we map a practical runway into 2026: a one-page plan, realistic content cadence, smarter tech choices, and intentional culture design if you lead a team. If you’re solo, we share ways to build accountability and support that prevent burnout and improve decisions. Throughout, we emphasize mental health: set boundaries, take breaks, move daily, and avoid midnight email spirals. Most of all, resist knee-jerk moves—research big decisions and align them with your long-term values and goals. If this resonates, subscribe, share with a broker who needs it, and leave a review so we can help more people finish strong and start smarter.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry

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Episode Artwork When urgency meets intention: the broker’s path from Q4 push to a smarter 2026 12:11 Episode Artwork 2026: Brokers, Be Ready 11:16 Episode Artwork The Grass Isn’t Always Greener (But Sometimes It Is) 9:32 Episode Artwork Designing a Broker’s Life: Systems, Boundaries, and Sanity 9:01 Episode Artwork Beyond ChatGPT: How Mortgage Brokers Can Thrive in the AI Era 9:57 Episode Artwork Contract Clarity: What Every Mortgage Broker Needs to Know Before Signing 10:00 Episode Artwork Mental Fitness: The Secret Weapon Every Mortgage Broker Needs 10:26 Episode Artwork Building a Mortgage Business That Lasts: Goal Setting for Long-Term Success 8:22 Episode Artwork The Brave Leap: Leaving Employment for Self-Employment 49:49 Episode Artwork Building a Modern Broker Community: Conversations with Jonathan Needham 34:56 Episode Artwork Securing Your Legacy: How Will Writing Transforms Client Protection 51:58 Episode Artwork CeMAP Overhaul 2025: What Brokers Need to Know 8:50 Episode Artwork From Overwhelmed to Automated: Using AI to Keep Your Mortgage Brand Visible 8:53 Episode Artwork AI Won't Replace Brokers, But AI-Using Brokers Will 9:41 Episode Artwork The Resilience Roadmap: Transitioning Military Discipline to Brokering Success 47:28 Episode Artwork How AI Can Transform Your Mortgage Business While You Reflect on 2025 So Far 16:54 Episode Artwork From ChatGPT to Zapier: Essential AI Tools for Your Mortgage Business 10:38 Episode Artwork Transforming Mortgage Broking: How to Integrate AI into Your Daily Process 12:41 Episode Artwork Stop Getting Mediocre AI Results: How Better Prompts Transform Your Mortgage Business 10:28 Episode Artwork Mastering ChatGPT: The 5 Mistakes Mortgage Brokers Must Avoid 7:59 Episode Artwork 10 ChatGPT Prompts to Transform Your Mortgage Business 10:21 Episode Artwork The Freedom Factor: Why Smart Mortgage Brokers Are Quietly Using AI 8:08 Episode Artwork From Employee to Owner: Navigating Your Mortgage Brokerage Journey 30:59 Episode Artwork Finding the Right People: Why Values Trump Skills in Mortgage Broker Recruitment 9:58 Episode Artwork Beyond Commission Splits: Finding Your Ideal Mortgage Firm 9:59