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From Clay to Cup

Handmade

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Just Add Coffee

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Take Anywhere

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Start Your Day Right

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The First

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Ready to empower your team?

Request a Training Quote

Book Mike to Speak

​Training that accelerates deal flow and strengthens broker relationships for Canadian alternative mortgage lenders

​With over 20 years of experience working directly with alternative mortgage lenders, I understand your unique challenges—from broker interactions to underwriting and renewals. My customized training programs focus on improving deal flow, ensuring cleaner files, enhancing broker relationships, reducing escalations, and increasing renewal rates.

​Understanding the Alternative Mortgage Journey

Your teams work through a complex process: Business Development Managers (BDMs) engaging brokers Mortgage officers managing applications Underwriters assessing risk Credit teams closing files Renewal specialists securing future business Each stage requires tailored communication and sales skills to maintain broker mindshare and client satisfaction.

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Real outcomes for alt lenders

Customized Training That Works

My training is industry-specific and practical:

Real-world mortgage examples and jargon (LTV, AML, bps)
Interactive sessions focused on objection handling and relationship building
Pre-course planning and customized workbooks to ensure relevance
Tools to help your team reduce escalations and improve file cleanliness

​ Participants consistently tell me the training is fun, easy to apply, and immediately impacts their daily work.

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Why Choose Mike Aoki

• 20+ years’ hands-on contact centre and mortgage industry experience
  
• Repeat business with multiple top alternative lenders
  
• Recognized 11 times as ICMI’s Top 25 CX Thought Leader
  
• Proven ability to deliver measurable results and positive ROI
  

Want to learn more about how my training can fit your team’s needs?

Download Capability Statement (PDF)

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Popular training topics for your team

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• Handling irate brokers professionally and empathetically
  
• Collaborative questioning techniques for cleaner applications
  
• Coaching underwriters and officers to reduce friction
  
• Sales messaging for renewals and retention
  
• Cross-functional sessions for consistent messaging between sales, underwriting, and service
  

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Interested in customized, practical training for your mortgage team?

​f you are looking to equip your team with tools to serve brokers more effectively, reduce escalations, and drive business results, I invite you to reach out for a conversation.

Book Mike to Speak

Request a Training Quote