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4 minute read
Janna Dawdy
A Thriving Mortgage Broker and Entrepreneur with a Passion for Providing Exceptional Service
Janna Dawdy , the Owner and Mortgage Broker , started her journey in the financial industry 25 years ago. She is now a thriving entrepreneur, a devoted wife, and a proud mother of five. Having experienced the emotional challenges that come with unexpected new beginnings, she is committed to providing clients with an exceptional experience to alleviate stress and minimize the financial burden of change. Janna is passionate about delivering the best possible service to her clients.
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Janna’s passion for business was ignited several years ago, prompting her journey as a Mortgage Broker and Entrepreneur. From a young age, she had a penchant for entrepreneurship, even selling Avon at the tender age of 13. As she grew older, she continued to explore various business ventures, always striving to do more. It wasn't until she landed a high school co-op position at a bank that Janna discovered her love for mortgages. The process of working with numbers, problem-solving, and helping individuals improve their financial situations resonated deeply with her.
Now, as the sole Mortgage Broker of her company, JCMortgages.ca , Janna faces the challenge of maintaining a high standard of service while keeping up with the evolving industry. She is committed to providing the best possible experience to every client who crosses her path. As such, she has had to adapt and make significant operational changes to ensure that this goal is achieved.
Exceptional Service and Client Appreciation
JCMortgages.ca's mission and vision are founded on Janna's slogan, "Your Mortgage Agent for Life!" This simple yet powerful message is at the heart of everything they do, from the way they interact with clients to the level of service they provide. Their goal is not just to facilitate a transaction but to build a longterm relationship with each and every client.
To achieve this, Janna and her team go above and beyond to make sure their clients feel valued and appreciated. They understand that exceptional service is just the beginning and that creating a positive and memorable experience is what truly sets them apart. As such, JCMortgages.ca places a strong emphasis on client appreciation and events, creating opportunities to connect with clients and show them how much they are appreciated.
Ultimately, JCMortgages.ca’s focus on building lifelong relationships with its clients is a testament to its commitment to providing exceptional service and creating a positive impact in the lives of those they serve.
Unique Marketing Strategy
Janna's years of experience in the industry have taught her the value of word of mouth and client retention. This is where she excels, and it's her niche. While JCMortgages.ca uses traditional marketing strategies to build awareness and credibility among their target markets, the majority of their marketing budget is devoted to client appreciation. She believes that leaving clients feeling completely satisfied with their mortgage experience, and showing them that they are genuinely cared for, is the key to building lifelong relationships. This, in turn, leads to powerful word-of-mouth referrals that can be trusted to come naturally when clients are treated with openness and generosity.
In recent years, Janna has expanded her marketing efforts by committing herself fully to social media, specifically short-form video content. She uses a variety of approaches, from lip-syncing to funny trends to providing insightful and helpful information and even teaming up with other professionals. This approach has proven effective in reaching new audiences while staying top-of-mind for existing ones.
Fostering a Strong and Positive Workplace Culture
Janna firmly believes that workplace culture is deeply ingrained in a business when it is led by example. She has always kept her administrative team small, and through hard work, enjoyment, and making a difference, they have fostered a strong and positive culture within the company.
For Janna, it's not just about the work itself but also the relationships that are built along the way. When a team truly enjoys each other's company and what they do, great things naturally follow. As a result, Janna's team is not only highly effective and productive but also happy and fulfilled in their work.
From Physical to Virtual
Janna's business has evolved over the past fifteen years. She used to maintain her clients' files and information in physical form, but now they are securely stored in CRMs. In the early days of her business, Janna used to travel to meet clients for appointments, but now she can sign documents virtually from her office.
According to Janna, there are numerous technological tools available to businesses, but it is essential to invest in the ones that align with their specific needs and business model. These tools should make operations more efficient and life easier rather than adding complexity. It is crucial to periodically review what is working and what needs improvement and implement appropriate tools to manage the team and work the book of business effectively.
The Changing Landscape of Lead Generation
Janna has noticed a change in the way leads are generated and how they transition from cold to warm. Initially, she used social media marketing to stay relevant in the dynamic industry and keep existing clients engaged. However, Janna has observed a shift in the way referral partners are finding her business through social media channels and referring new customers. She intends to continue on this path and transform the way professionals in her industry network and collaborate. Janna believes that as clients increasingly rely on online platforms for education and discovery, there are infinite opportunities to reach out to new audiences and create engaging content.
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AI Trends on the Industry
Mortgage brokers, being service providers, have been slow to embrace social media marketing as they don't see the same immediate return on investment as product-based companies. However, Janna believes that as social media platforms improve their searchbased discovery features, more and more mortgage brokers will adopt SEO strategies while creating social media content. Janna predicts that in the future, the mortgage industry will also experience the impact of AI and automation trends, especially in areas such as document management and collection.
Aligning Processes with Vision and Mission
As Janna moves forward with JCMortgages.ca, her primary objective is to optimize processes and systems for maximum efficiency. In the upcoming year, she intends to create a sustainable model that aligns with the company's vision and mission while streamlining operations.
Trust Instincts and Embrace Opportunity
Janna's advice to aspiring entrepreneurs and new Mortgage Agents is to trust their instincts and take the plunge. Although their life and career may not follow the expected path, it is essential to stay optimistic and remember that they possess immense potential. In the mortgage industry, there are countless opportunities, and success is limitless. It is crucial to adapt to changes and remain open to new ideas. Ultimately, success will be found where their passion lies.
As Janna moves forward with JCMortgages.ca, her primary objective is to optimize processes and systems for maximum eciency.
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