In this episode, James Dooley and Kasra Dash break down a practical, revenue-focused roadmap for mortgage brokers who want to generate more inquiries—whether you're a startup or an established firm seeking scale. Kasra Dash begins by outlining the essential foundations: selecting a strong niche, choosing the right domain, building a professional website, and securing your social media presence. He emphasizes early quick-win strategies such as daily LinkedIn posting and leveraging Facebook Marketplace to attract immediate attention without ad spend.

James Dooley shares a fractional CMO’s perspective on accelerating results through risk-free lead generation models like FatRank, where brokers pay only for closed conversions. The conversation explores multi-channel lead diversification, from exclusive inquiry suppliers to platforms like Bark, paired with the warnings of delayed follow-ups and shared leads.

Kasra Dash then explains why SEO remains one of the highest long-term ROI channels for mortgage brokers, stressing the need for dedicated service pages, strong link building, brand visibility, and online reputation management. The episode also covers KPI tracking, why ranking position one generates the highest-quality leads, and how poorly optimized websites make strong local companies look small online.

Finally, the duo highlight overlooked opportunities like CRM-driven renewal reminders and reactivating existing client lists—turning past borrowers into repeat business.