How Anish Patel Scaled His Mortgage Business with Coaching
Case Study: How Anish Patel Scaled His Mortgage Business to New Heights Through Coaching
In this case study, we explore how Anish Patel, founder of A Niche Mortgages, transformed his career from a one-man operation into a thriving six-figure mortgage business through structured mortgage broker coaching with Ash Borland, one of the UK’s leading mortgage business coaches.
Over the past five years, Anish has built strong marketing systems, established a confident personal brand, and scaled from self-employed advisor to mortgage firm owner. His business now runs efficiently with a dedicated team, consistent inbound leads, and income levels that have exceeded even his own expectations.
From Solo Broker to Structured Success
When Anish first began working with Ash, he was operating as a self-employed mortgage broker, managing everything himself from client calls and paperwork to social media and lead generation. Like many advisors, he had the skillset to advise but not the systems or structure to scale.
He knew that to grow sustainably, he needed a proven framework and consistent guidance.
“I’ve worked with Ash for over five years now, and where I am in terms of my business and marketing, it’s all down to everything he’s helped me with. Everything that we’ve achieved together.”
Ash recalls those early sessions clearly:
“When Anish started, he was ambitious and driven, but his business relied entirely on him. Our focus was on building the systems, automation, and marketing structure that would allow him to grow sustainably.”
By implementing Ash’s Mortgage Business Mastery Framework, Anish began transforming his operations from reactive and manual to proactive and automated.
Coaching Through the Ups and Downs
Business growth rarely follows a straight path. Over five years, Anish and Ash tested countless strategies, refining social media content, experimenting with different mortgage broker marketing strategies, and adjusting processes to suit the changing landscape of the financial services industry.
“We’ve been through ups and downs, things that have worked and things that haven’t. But one thing I can guarantee is this: stick with it, because not everything will work. You have to be prepared for things not to work and be ready to put the effort in.”
This mindset, learning through iteration rather than expecting instant success, became one of the biggest differentiators in Anish’s journey.
Ash adds:
“The brokers who grow are the ones who show up consistently, even when it’s not glamorous. Anish took that seriously. He implemented everything we discussed, and over time, it compounded into real, lasting success.”
Building the Foundations for Scale
Anish’s coaching focused on five key pillars, the same principles Ash teaches across all mortgage broker coaching programmes:
Marketing Clarity – Defining the target audience and building a clear brand message.
Sales and Conversion Systems – Implementing a structured discovery and submission call framework.
Automation for Efficiency – Reducing admin through streamlined workflows and online scheduling tools.
Team Structure for Growth – Hiring and training business managers to support client delivery.
Client Retention Strategies – Building a process that keeps clients engaged long after completion.
“Ash will tell you what to do, but if you don’t do it, you can’t expect results. I’ve done what he’s told me for the last five years, and my business is at a place today that I couldn’t have imagined back then.”
Scaling the Team, Income, and Lifestyle
Five years ago, A Niche Mortgages was just Anish. Today, he leads a growing team of three, including two dedicated business managers who handle much of the client care and backend process management.
“When I started, it was just me. Now I have two people working underneath me, and we’re only getting stronger.”
This evolution didn’t just free up Anish’s time; it completely transformed his earning potential. His income has reached levels he once thought impossible, and his business now generates more inbound leads than he can personally manage.
By combining lead generation for mortgage brokers with strong internal systems, he has achieved both sustainable business growth and work-life balance.
Ash reflects:
“When we talk about building a lifestyle business as a mortgage broker, this is exactly what we mean. Anish built a company that gives him time freedom, consistent income, and long-term stability. He’s running a business that supports his life, not one that consumes it.”
Over the years, Anish has also achieved key personal milestones, from hitting his financial goals to spending more time with family, proving that with the right systems, structure, and mindset, it’s possible to thrive both professionally and personally.
Lessons in Consistency and Commitment
While his results are impressive, Anish is quick to credit hard work and persistence as the real drivers of his transformation.
“Ash can only guide you. If you don’t put the work in, don’t expect results. But he’s the man to get you there.”
Ash adds:
“Coaching gives you clarity and accountability, but execution is what creates results. Anish didn’t just listen; he acted, adjusted, and improved every single year. That’s why he’s now leading one of the most efficiently run small brokerages I’ve seen.”
The Result
After five years of structured, ongoing coaching, Anish Patel has built a six-figure mortgage business with a strong team, consistent inbound leads, and a process-driven approach that allows him to scale confidently.
He’s achieved the ultimate goal for many mortgage firm owners: a business that combines profitability with personal freedom.
“I couldn’t imagine my business being where it is today. The systems, the team, the marketing, everything has completely changed. We’ve built something sustainable and scalable.”
Discover Mortgage Broker Coaching
If you’re ready to grow your brand, attract better clients, and build a lifestyle business you love, explore how Ash Borland’s mortgage business coaching can help you achieve the same results.
Learn more: ashborland.com
