Our Mortgage Broker of the Year Candidates – along with our Top 75 – stand atop the mortgage brokering world in Canada. Read more for details on how some of them do ‘it’
TRACY VALKO of Dominion Lending Centres Platinum Group
Tracy Valko may have started on the “other side” in 1999 when she joined MCAP
in the mortgage retention department and underwriting for ING Direct, but in 2003 she joined the brokerage side to become an independent broker in the Kitchener-Waterloo area.
In 2009 she joined Dominion Lending Centres before opening her own franchise, DLC
Platinum Group, in 2012. And she brought with her a family approach to mortgage brokering.
“My approach for generating referral business is very simple. My clients are not just ‘a client,’ they are extended family to me,” Valko tells CMP Magazine. “During the year, I host annual client appreciation events where all my clients and their families can attend.”
An avid hockey fan, Valko takes advantage of Canada’s favourite game – as well as other events -- to better connect with her clients.
“I support our local hockey association and I have season tickets to OHL games and concerts that come to the local arena. I invite clients and referral partners to enjoy various events during the year,” Valko says. “Showing my appreciation to all my clients and business partners for trusting me to assist them with their personal finances, and together with my business partners trusting me with their clients, establishes a stronger connection with each and every one of them.”
Valko values her clients and shows that appreciation by always being no more than a phone call away.
“Honesty, integrity and sincerity are the best approach in dealing with all my clients and referral partners that work with me,” she says. “Being straightforward with any questions my clients may have, is my approach to establishing the trust between both parties.”
For the complete report, please check out the CMP's Top 75 Brokers issue