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→ Work with Me https://ashborland.com → Check out my Deep Dive YouTube channel / @ashborland → Follow me on IG / ashborland → The FREE 30-Day Mortgage Broker Boost https://ashborland.com/boost ------------------------------------------------------------------------------------- If you're wondering what the first year as a mortgage advisor is really like, this video breaks down the reality. I explain what to expect in the first 90 days as a new mortgage advisor, how Competent Advisor Status (CAS) works, how beginners actually find their first mortgage clients, and the income expectations in year one. You’ll also learn why the learning curve in the mortgage industry is steep, how to learn lender criteria faster, and the mindset needed to build confidence and survive the early stages of your mortgage advisor career. This is a realistic guide for anyone thinking about becoming a mortgage advisor in the UK. Chapters 00:00 What Is the Reality of Your First Year as a Mortgage Advisor? 00:53 What Happens in the First 90 Days as a New Mortgage Advisor? 02:12 Should You Start Your Mortgage Advisor Career Employed or Self-Employed? 02:59 How Do New Mortgage Advisors Survive the Early Learning Curve? 04:53 What Is Competent Advisor Status (CAS) for a Mortgage Advisor? 06:23 How Does CAS Sign-Off Work for a Mortgage Advisor? 08:38 What Tips Help Mortgage Advisors Pass CAS Faster? (Notes, Screens & Compliance Feedback) 12:16 How Can a New Mortgage Advisor Learn Lender Criteria Quickly? 14:50 How Do New Mortgage Advisors Get Their First Mortgage Clients? 15:18 How Can a Mortgage Advisor Use a Personal Profile to Generate Mortgage Leads? 16:06 Why Is Starting With Business Accounts a Mistake for a New Mortgage Advisor? 16:55 How Can a Mortgage Advisor Use Pre-Framing and Presuasion to Win Mortgage Clients? 18:04 Why Should a Mortgage Advisor Annoy Friends Online to Get Mortgage Clients? 18:43 Why Must a Mortgage Advisor Go Public Online to Grow a Mortgage Business? 19:24 What Trust Signals Help a Mortgage Advisor Win Mortgage Clients? 20:32 Do Mortgage Advisors Experience Imposter Syndrome in Their First Year? 21:16 How Should a Mortgage Advisor Lead the Mortgage Client Call? 22:40 How Long Does It Take for a Mortgage Advisor to Build Confidence? 24:03 Why Should Mortgage Advisors Avoid Facebook Group Advice When Learning Mortgages? 25:32 How Much Can a Mortgage Advisor Earn in the First Year? 27:56 How Do Mortgage Advisor Fees and Mortgage Cashflow Work in the First Year? 28:58 Why Should a Mortgage Advisor Avoid Buying Their Way Ahead in the Mortgage Industry? 30:47 What Mindset Helps a Mortgage Advisor Survive the First Year in the Mortgage Industry?