Florida-based broker Nancy Aguirre shares how tech, trust, and teamwork keep her business thriving
In an industry where change is constant and client expectations are rising; Nancy Aguirre has carved out a formula for staying relevant. With more than 16 years of experience – from her start as an assistant at Regions Bank in South Florida to launching her own mortgage brokerage – Aguirre offers clear-eyed advice for brokers who want to thrive.
Her message is grounded in a blend of personal connection, operational efficiency, and an unflinching commitment to trust.
Technology is not optional – it’s essential
Speed, Aguirre said, is the currency of modern mortgage advice. “Being the first to reach out to a client and making them feel prioritized is crucial,” she said. “That’s what separates us from online platforms.”
To deliver that immediacy without sacrificing service, Aguirre uses a combination of CRM tools and automation. “Having templates and automated follow-up emails helps maintain efficiency,” she said. “You want a system where no client ever falls through the cracks.”
But tools alone aren’t the answer. It’s how they’re used that matters. By building structured workflows into her process, Aguirre ensures that every client interaction feels seamless and considered – even when it’s automated behind the scenes.
Trust is the foundation of growth
While speed may win the initial conversation, long-term success depends on deeper values.
“Honesty has definitely been the best policy,” said Aguirre. “People can tell when you’re being upfront, and that builds trust.”
That trust translates directly into referrals, which are the backbone of her business. It also fuels her relationships with real estate agents, where transparency and shared goals are key.
“It’s about creating a team that works together for the client’s best interest,” she said. “If your partners know they can count on you, you all win.”
This partnership model has allowed Aguirre to expand her reach while maintaining a boutique, service-driven feel – something she believes clients appreciate more than ever.
Staying ahead means staying flexible
The mortgage market isn’t just evolving – it’s accelerating. Aguirre likens the shift to what consumers now expect at the checkout counter.
“Think about self-checkout lanes,” she said. “People are used to doing things fast and on their own terms. They expect that level of convenience everywhere – including in mortgages.”
To keep pace, she’s integrated tools like electronic verification and is exploring AI solutions to streamline processes. “Leveraging technology like electronic verification and AI can set you apart,” Aguirre said.
She’s also clear-eyed about the risks of standing still. “Consumers are looking for speed and convenience, much like the success of Amazon and InstaCart. If you can’t offer that, they’ll go somewhere else.”
Mastering complexity through continuous learning
But technological savvy isn’t the only requirement for success. Aguirre points to the challenges of regulatory compliance as a growing concern – especially for newer brokers.
“Staying updated with regulations is crucial to avoid pitfalls,” she said. “The landscape changes fast, and if you’re not current, it can hurt your business.”
That’s why she prioritizes professional development, staying informed through industry associations, compliance updates, and peer networks. “Continuous learning and adaptation are key to staying relevant,” she said.
Whether it's brushing up on federal guidelines or exploring new financing products, Aguirre sees ongoing education as part of the job – not an extra.
A model for the modern broker
Nancy Aguirre’s success story is about more than technology or tools. It’s about the mindset behind them – one rooted in responsiveness, reliability, and respect for the client experience.
For mortgage professionals navigating today’s competitive environment, her advice is clear: embrace change, act with integrity, and always put systems in place that support both.
“As brokers, we can’t afford to get comfortable,” she said. “But if you’re willing to adapt and stay honest, there’s a lot of opportunity out there.”
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