Mortgage Brokers - Home Office vs Real Office?

As a self employed recruiter I’ve always been able to relate to brokers and see my business structure somewhat aligned. I too am a one man band, I work from home or from cafes and meet clients and candidates either at their office or in a coffee shop.

From a candidate perspective I prefer it that way because it’s a more neutral environment, I find candidates relax quicker than in an office, they are more comfortable and I can better assess them.

When meeting clients it’s important for me to see the office, to see the environment so I can clearly communicate the opportunity to any candidates I’m meeting that are suitable for that role. I can talk about parking and facilities how big it is and tidy etc. I can talk about whether  or not clients come into the office describe meeting rooms etc, who works in the office and who’s on the road.

As I write this blog I’m sat in a slick new office surrounded by brokers, people are on the phone's, processing deals and there are even a couple of bank BDMs around work shopping deals with brokers.

RateOne Home loans and Financial Planning have long been a client of mine, as sub aggregator their offer is market leading. Having recently outgrown their office as a result of brokers joining they recently invited me to have a look around and spend some time working from their brand new offices.

The environment is great, having not worked in an office for a while, it was great to be surrounded by the buzz and there seems to be a real sense of urgency about getting things done. It’s clearly evident that being surrounded by brokers on the phone and people work shopping deals creates an atmosphere of productivity that is undoubtedly encouraging.


The new set up includes an office for the three directors and enough hot desks for around 40 brokers. Two separate offices for the Financial planning team and the admin team, ideal for brokers who are referring business or utilising the admin team for processing.

There is also a tall, long table currently being used by myself and a couple of bank BDMs who are work shopping deals with brokers. Something that is mutually beneficial, the BDMs get to hit a KPI of broker meetings whilst picking up business and the brokers get the chance to ask questions and lean on them a little.

Through the back is a kitchen and breakout room with a fridge full of beers, an office essential.

I think the set ups great, and again attractive for brokers that are not only wanting to take their business to the next level but to also get a boost in motivation. Working from home and having the flexibility is great but a hot desk in a professional and newly fitted out office like this one is certainly something I could take advantage of time to time.

If it sounds like something you’d benefit from take a look at this -