Tech Company: Drive sales and growth with a 'Free Challenge' for 100 brokers!

My Broker Pro aims to increase sales , expand market presence , and help mortgage brokers grow their own businesses through a strategic growth initiative: the "Free Challenge" program. This program will engage 100 mortgage brokers , equipping them with tools and strategies to increase their sales while showcasing the value of MBP’s services. The project’s goal is to create a compelling, hands-on experience that drives broker success and encourages adoption of the platform. Students will design and implement the challenge by developing clear objectives, activities, and metrics for success. This initiative not only boosts MBP’s sales and market reach but also empowers brokers to grow their businesses, while providing students with real-world experience in marketing, strategic planning, and CRM technology .

Affiliate Program Launch for My Broker Pro

The project aims to support the launch of a B2B affiliate partnership between My Broker Pro and Finmo by developing comprehensive educational, marketing, and onboarding systems. The primary goal is to attract and convert mortgage brokers already using Finmo by clearly demonstrating how My Broker Pro can enhance their business operations. Students will engage in creating compelling content, designing an intuitive onboarding experience, and developing performance measurement tools to ensure the success of this affiliate campaign. This initiative targets mortgage brokers across Canada and seeks to validate the potential for a broader affiliate program that could drive long-term growth for My Broker Pro. The project provides an opportunity for students to apply their classroom knowledge in marketing, communication, and project management to a real-world scenario, enhancing their practical skills and understanding of affiliate marketing strategies.

Interest Rate Widget Launch Strategy

The Interest Rate Widget is a strategic tool designed to enhance My Broker Pro's CRM offerings by increasing website conversion rates and improving client retention. The previous team established its potential impact, and now the focus shifts to preparing for its successful launch. This project aims to finalize the rollout strategy, develop a seamless onboarding experience, and create compelling marketing materials to drive adoption among Canadian mortgage brokers. The widget is intended to facilitate conversations, build trust, and convert website traffic into clients. By making the widget "plug-and-play," the project seeks to ensure that brokers can easily integrate and utilize the tool to its full potential.

AI for Brokers: Build the Funnel That Teaches, Converts, and Scale

Students will: Review a previous student group’s AI proposal and understand the strategic goals already in motion Define a clear learning path for mortgage brokers who are new to using AI in their business Build a course inside Go High Level (access provided) that teaches brokers: What AI tools are available to them (e.g., ChatGPT, automation, document-reading tools) How those tools work in a mortgage business context When and why to use them (lead gen, reminders, onboarding, follow-up) Write clear, conversational scripts for each course module that can be recorded or turned into an AI avatar instructor Work with our internal team to stitch together video tutorials, screen shares, and AI voiceovers Build the sales pipeline and automation flow that brings brokers into the course and follows up after they finish This is not a theory-based project—it’s about execution. You’ll walk away with experience building a real-world educational product that will be used by brokers in the industry. By the end of the project, students should demonstrate: A strong understanding of how AI can be used practically by Canadian mortgage brokers The ability to create and structure a real course and automation funnel Experience working with CRM and funnel tools like Go High Level Collaborative skills through working with a real business owner and team Bonus steps would include: Creating an intro video or sample AI avatar instructor demo Writing promotional email or ad content to drive brokers into the funnel Designing a downloadable AI cheat sheet or guide for brokers Suggesting a certification or quiz at the end of the course