Ep.156 | From Hockey Broadcaster to Top 5% Mortgage Broker

Ryan flies solo for Episode 156 and sits down with Jordan Ellis of TMG, The Mortgage Group out of Summerside, PEI, marking the first time the podcast has welcomed a broker from the Island. Jordan brings an unconventional background to the mortgage world, going from calling junior hockey play by play for the Summerside Western Capitals and working in radio sales to becoming one of CIBC’s top ranked mortgage advisors in the country before taking the leap into the independent broker side. Jordan walks Ryan through his wild early run at CIBC, where he closed 125 mortgages in his first eight months with zero banking background, then explains the thinking behind leaving a top ten national ranking to build his own business at TMG. He gets candid about the real differences between the bank and the broker world, why having access to alt and private lending has transformed his business, and the referral network and local relationships that fueled his rise. The two also dig into the PEI market and its massive post Covid price surge, how remote work changed the Island forever, and what Jordan is building next, including his plans to grow a team and expand into other Atlantic markets. If you are a bank mortgage advisor considering the broker side, or just curious how a small market broker becomes a national Rising Star, this one is loaded with real tactical insight. Show Notes 00:00 Ryan’s solo intro and setup for the Jordan Ellis interview 01:16 Meet Jordan Ellis of TMG in Summerside, PEI 01:32 Jordan’s hockey broadcasting career with the Summerside Western Capitals 02:12 How a broadcaster actually preps for a game 03:37 Why a numbers brain translated so well into mortgages 04:12 The random text from a friend that got Jordan into CIBC 05:54 Starting at CIBC in November 2019 and surviving Covid 06:36 Closing 125 mortgages in his first eight months 08:01 The decision to leave CIBC at number 13 in Canada 09:38 How quickly Jordan rebuilt his pipeline at TMG 11:04 Why so many ex bank advisors never explore the alt and private side 12:34 Does Jordan wish he had made the jump sooner? 14:03 Advice for a bank advisor thinking about going independent 15:34 Why TMG’s culture made the move an easy choice 17:26 The PEI market: how prices went from 185K to 310K 20:52 The unique Northwest Territories referral pipeline 23:00 How Jordan hit Summit Five two years in a row 24:39 The CIBC market share story and what it taught him 25:42 Being a solutions guy as the real differentiator 27:08 Why so many people are still moving to PEI 31:15 The Canadian Mortgage Professionals Rising Star award 31:42 What’s next: team building, Ellis Mortgage Group, and expansion 34:41 The hardest part of scaling: letting go of files 37:20 Bonus round: Blue Jays wild card hopes and the Avs season ahead Resources: Keystone Capital Group CPLP Instagram: @cplpodcast Keystone Instagram: @keycapgroup Find Neal On: Instagram: @neal.andreino LinkedIn: Neal Andreino Find Ryan on: LinkedIn: Ryan MacNeil E-mail: ryan@keycap.ca ENROL IN THE CPL NEWSLETTER: http://eepurl.com/FIKgpXhSbH