Mortgage Tech Talks
Tom Hall
Interviews with tech founders, brokerage owners and lenders about mortgage technology and software (CRM, POS, AI).
Status: inactive
Episodes
- 18 min
E100: Best of 2025!
This is a milestone episode of Mortgage Tech Talks. In this special 100th episode—and final episode of the year—I’m breaking down the best-performing Mortgage Tech Talks content of 2025 across podcasts, YouTube, Shorts, and Instagram. Instead of just replaying clips, this episode looks at what actually worked, why it worked, and what it says about where mortgage tech and AI are heading. We dig into the biggest themes from the year: AI as a tool (not a shortcut), platform-specific content performance, tech adoption, and the irreplaceable role of human trust. If you’re a mortgage broker, fintech
- 18 min
E99: The Secret Battle in AI: Programming vs. Consumers
In this episode, Tom Hall breaks down the hidden competition between major AI companies that most people don't see. Discover why programming has become the dominant use case for AI models—accounting for 50% of all API usage—and why Anthropic (Claude) is quietly dominating with 60% of this massive market. 📊 Key Insights: Token usage has grown 14x in the past year Programming went from 11% to 50% of all ChatGPT/Gemini usage in just 6 months Anthropic controls 30% of the entire AI market through programming dominance Google, OpenAI, and other competitors are playing catch-up 📌 Timestamps: 0:00
- 20 min
E98: How AI Could Stifle the Mortgage Industry
What if the biggest threat to mortgage brokers over the next decade isn’t AI replacing your job — but something far more subtle? In this episode of Mortgage Tech Talks, we break down a 4-step scenario that has already played out in other financial industries… and could reshape the mortgage landscape in the next 5–10 years if we’re not careful. This isn’t fear-mongering. It’s a realistic look at how technology adoption, lender expectations, and regulator pressure could quietly divide the industry into two branches — one that thrives, and one that slowly gets left behind. You’ll hear: The two “b
- 20 min
E97: Is it time to move on from ChatGPT?
Should mortgage brokers stick with ChatGPT — or is it time to explore the new AI tools that are suddenly outperforming it? In this episode of Mortgage Tech Talks, we break down whether brokers should consider switching to alternatives like Google Gemini 3, Grok 4.1, and Claude, all of which are now ranked above ChatGPT in real user preference tests. We cover what’s changed, why these new models matter, how the AI landscape is shifting, and what this means for your daily workflow as a mortgage professional. If you want to stay ahead of the curve and get the most out of AI in your business, this
- 16 min
E96: Tech is a Key Ingredient in the Biggest Acquisitions in Mortgages
In this episode, I break down a trend that caught me off guard at the Canadian Mortgage Conference — and honestly, I didn’t fully believe it until I dug into the numbers myself.Technology isn’t just supporting Canadian lenders… it’s becoming the core reason they’re getting acquired, merging, or expanding their reach. From the Neighborhood x Fisgard deal, to NSO acquiring CMS, to Alta West merging with Premier — the pattern is undeniable. And if you're a broker choosing lender partners or a lender trying to stay competitive, understanding this shift is critical.
- 42 min
E95: How Purelend Uses AI to Turbocharge Mortgage Apps w Lucas Scheer
AI in mortgages that actually saves time, not hype.On this episode of Mortgage Tech Talks I sit down with Lucas Scheer, co-founder of Purelend. We dig into what AI can do today for brokers, why trust still wins in real estate and lending, and how document collection, usable income, and down payment verification can be automated without losing the human touch. What you’ll learn The real advantage for brokers who use AI vs those stuck in manual review How Purelend structures down payment checks, stated income analysis, and doc organisation for lenders and brokers Where full automation fails and
- 17 min
E94: Recap from Conference
There’s no magic button for AI in the mortgage industry — and that’s exactly what I talk about in this episode. In this week’s Mortgage Tech Talks, I share my full recap of the National Mortgage Conference — what I saw, what I learned, and why so many brokers are still chasing shortcuts instead of building real systems that last. I also unpack the biggest question I kept hearing: “What’s the one AI tool I should be using?” The truth? There isn’t one. But there are ways to use AI that actually move the needle — and I walk through a few real examples of that in action. You’ll also hear my though
- 13 min
E93: What I'm Excited About for the National Mortgage Conference
In this episode of Mortgage Tech Talks, Tom Hall shares a special pre-conference breakdown of the Canadian National Mortgage Conference — including what to expect, which sessions to prioritize, and his own upcoming keynote, “If AI is Already Here, Why Does My Job Feel Exactly the Same?” Tom covers three major highlights — from economic forecasts by CIBC’s Benjamin Tal, to Doug Adams’ new book on scaling your brokerage, to his own deep dive into the real state of AI in the mortgage industry. Whether you’re attending the conference or following from afar, this episode gives you a quick, insightf
- 22 min
E92: Future-Proofing Mortgage Brokers with AI
In this episode, we break down a McKinsey report on how global organizations are adopting AI—and what it means for mortgage brokers right now. From marketing and sales to compliance and service operations, we explore where AI is already transforming financial services and how you can leverage it to futureproof your business. You’ll also hear about Rob Macalister’s take on “vibe coding” and why AI may soon make developing your own tools as common as using email. If you’ve ever wondered whether AI will replace jobs or actually create more opportunities, this episode gives you a clear look at bot
- 17 min
E91: AI Clones for Mortgage Brokers? How This Tech Could Change the Industry
AI Clones for Mortgage Brokers? How This Tech Could Change the Industry In this episode of Mortgage Tech Talks, we dive into a futuristic—but very real—idea: AI clones. Imagine a digital version of you that clients can interact with online, ask questions, and even hear your voice respond back. We’ll cover what AI clones are, how they work, and how mortgage brokers and financial advisors can use them today for lead generation, nurturing, and building client trust. This isn’t sci-fi. People in the Canadian financial space are already using this technology. ⏱ Timestamps 00:00 – Intro: What’s an A
- 19 min
E90: My Hot Take on AI Privacy
In this episode of Mortgage Tech Talks, I dive into one of the most common questions I hear at conferences and panels: “Should mortgage brokers be worried about client privacy when using AI tools like ChatGPT?” Instead of giving the usual surface-level answer, I take a contrarian approach and unpack why many of the fears around AI privacy are more about perception than legal reality. From comparing ChatGPT to Gmail, to breaking down Canadian compliance laws, this 15-minute rant is all about challenging the myths that keep brokers from adopting powerful technology. Whether you agree or disagree
- 20 min
E89: 3 New Mortgage Tech Startups
In this episode of Mortgage Tech Talks, we dive into three brand-new mortgage technology startups that recently hit the Canadian market. Each of these companies is tackling a different problem in the broker and consumer journey—from digital mortgage investing, to qualifying first-time homebuyers, to automating document management. If you’re a broker curious about how tech could change your business—or an entrepreneur looking to build something new in this space—you’ll want to tune in. ⏱️ Timestamps 00:00 – The ROI of tech for Canadian brokers00:33 – Welcome and episode intro01:19 – Startup #1:
- 20 min
E88: A real AI-powered mortgage check-in call
In this episode of Mortgage Tech Talks, we put AI to the test in a live phone call simulation. We set up an AI assistant to act as a mortgage broker’s team member, following up with a client, and then break down the results. How natural was the conversation? What can mortgage brokers actually use this technology for today? And what are the risks and future implications as AI-powered calls become more common? Tune in to hear the full call, my breakdown, and the opportunities—and challenges—AI phone calls present for the mortgage industry. Timestamps:00:00 – Intro: Setting up the AI phone call01
- 17 min
E87: AI Tools for Mortgage Brokers...Where Are They?
In this episode of Mortgage Tech Talks, we set out to uncover AI tools built specifically for mortgage brokers. But what started as a simple research mission turned into a much bigger realization: there aren’t really standalone AI tools just for brokers—and maybe that’s the point. Instead, we explore how brokers are actually using tools like ChatGPT, Fathom, and voice AI dialers, and why the future of AI in the mortgage industry might be less about new standalone apps and more about embedding AI capabilities into existing platforms like Velocity and BluMortgage. If you’ve ever wondered “What A
- 21 min
E86: Industry Update- New Accolades, New Positions, and Big Acquisitions
In this episode of Mortgage Tech Talks, we dive deep into the latest developments shaping Canada’s mortgage, real estate, and business landscape. From how top influencers are dominating both social media and deal volume, to surprising leadership moves at Quest Mortgage, to Brookfield’s $2.9B acquisition of First National — we go beyond the headlines to explore what these changes really mean for mortgage professionals. Whether you’re a broker, lender, or real estate pro, you’ll walk away with insights on market dynamics, influencer strategy, and the forces shaping Canada’s largest financial pla
- 18 min
E85: ChatGPT's Agent Mode- What Does it Mean for Brokers?
In this episode of Mortgage Tech Talks, we explore one of the most exciting new AI advancements — ChatGPT’s Agent Mode — and why it’s a potential game-changer for mortgage brokers, real estate professionals, and anyone in the housing industry. You’ll see a live demo where Agent Mode goes beyond just answering questions — it literally opens a virtual desktop, clicks through RBC’s affordability calculator, uses Ratehub, researches home prices, and even starts booking appointments with mortgage brokers and real estate agents… all on its own. We’ll break down: What Agent Mode actually is How it wo
- 22 min
E84: Mortgage Industry Update – Summer's Not So Slow After All
MORTGAGE TECH INDUSTRY UPDATE – Summer's Not So Slow After All 🚨In this episode of Mortgage Tech Talks, we’re diving into the latest movements shaking up the Canadian mortgage technology space. From Pineapple Financial’s dramatic stock rebound to M3 Tech’s broker-first narrative and Pine’s continued success with a borrower-first approach — this one is full of insights and analysis you don’t want to miss. We revisit past stories, assess how they’ve played out, and challenge some of the industry’s assumptions around whether building great tech is really enough to win in today’s market. 📌 Key T
- 42 min
E83: From Chaos to Clarity: How Entrepreneurs Can Finally Scale with Systems
In this episode of Mortgage Tech Talks, I sit down with Tyler Cameron, Founder & CEO of wrksourcing, to talk about the real path from chaos to clarity in entrepreneurship. We break down: Why being a visionary isn’t enough anymore The difference between a VA and a true integrator What brokers actually need to scale How to adopt tech (without getting lost in the noise) Why FOMO is hurting entrepreneurs more than helping Whether you're a solo mortgage broker or leading a growing team, this episode will help you understand when it’s time to stop doing everything yourself — and how to bring on
- 22 min
E82: Why Most AI Tools Are a Distraction (And What to Do Instead)
How Mortgage Brokers Should Use Summer to Get Ahead (And Avoid AI Overwhelm) In this solo episode of Mortgage Tech Talks, Tom Hall gets tactical on how mortgage brokers can use the slower summer months to reset, refocus, and retool. From confidently taking time off to building systems, cleaning up your business backend, and diving deep into AI (instead of chasing every new tool), this is the episode you didn’t know you needed. If you’re feeling the pressure to “keep up” with AI or wondering how to finally take a guilt-free vacation, listen up. 👇 FULL EPISODE TIMESTAMPS BELOW: ⏱️ TIMESTAMPS00:
- 23 min
E81: 3 ChatGPT Prompts to Use As a Mortgage Broker in 2025
In this episode of Mortgage Tech Talks, I’m not just talking about AI... I’m showing you exactly how to use it. I walk you through three powerful ChatGPT prompts (plus a bonus fourth) that you can copy and paste today to actually grow your mortgage business. Most people are still using AI the way they used Google — and that’s a huge mistake.I’ll show you how to get way better results by treating ChatGPT like a business partner, not just a search engine. You’ll learn: How to generate new business in a tough market using AI The single most effective way to write ChatGPT prompts How to use differ
- 39 min
E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech. Rich shares: His origin story launching Nexxa, the first web-based CRM for brokers The mindset and grind that helped scale to 7,000+ users How DLCG and Velocity are future-proofing the mortgage industry Why emotional intelligence is just as important as AI And how consumer expectations are forcing innovation faster than ever Whether you're a broker, lender, tech founder, or
- 41 min
E79: How Accountability is the Key to Mortgage Success with Karen Wilson
In this episode of Mortgage Tech Talks, Tom sits down with Karen Wilson — founder of Broker Complete and VP of Training & Operations at DLC Elite Team — to unpack what truly drives success in today’s mortgage industry: trust, accountability, community, and process efficiency. Karen shares her journey from running a successful fitness business to becoming a leader in the mortgage world, drawing powerful lessons about relationship-building, creating accountability structures, and optimizing your business for long-term growth. If you’re a broker looking to strengthen your client relationships
- 20 min
E78: How I Would Start a Mortgage Tech Business TODAY
In this episode of Mortgage Tech Talks, I’m pulling back the curtain on everything I’ve learned building BluMortgage—and what I’d do differently if I were starting from scratch today. I’m walking you through how I’d think about:→ Building a simple, addictive product→ Structuring a freemium model→ Leveraging referrals over paid ads→ Using AI (the right way)→ And why simplicity always wins Whether you’re in mortgage tech or any kind of SaaS, this episode will give you a fresh framework to think about how to build and scale your next product. 👇 Full timestamps below — enjoy the episode and leave
- 19 min
E77: Desjardins, New CMA Features, and M3 VIP Trip
In this episode of Mortgage Tech Talks, Tom breaks down the biggest shifts happening in Canada's mortgage technology landscape — from major lender-platform disconnections to what AI could mean for the future of mortgage app development. We cover: Why top lenders are cutting ties with major tech platforms Real examples of platform incentives (like free trips) and their long-term strategy A powerful update from Ben Salami (Canadian Mortgage App) and why his coding approach is a game-changer The potential of AI tools like ChatGPT to empower non-coders to build game-changing tools If you're a mort
- 18 min
E76: Market Update- Brokerage Receivership, Interesting Analytics and Big Winners
If your brokerage went under tomorrow—would your business survive? In this episode of Mortgage Tech Talks, Tom breaks down a powerful video from Ron Butler that’s making waves across the mortgage industry. From ownership of your domain and CRM to warning signs your brokerage might be in financial trouble, this episode is a wake-up call for brokers in Canada. Timestamps: 00:00 – Why every broker must own their domain, inbox, and CRM01:21 – Welcome to Mortgage Tech Talks01:42 – Ron Butler’s video breakdown: What happens if your brokerage collapses?03:08 – The danger of relying on your brokerage
- 20 min
E75: The Most Practical AI Tool in 2025: AI Note Takers
In this episode of Mortgage Tech Talks, Tom dives deep into one of the most practical AI tools available to mortgage brokers today: AI-powered note-taking bots. You’ll learn how tools like Fathom, Fireflies, and Otter are transforming how brokers run client meetings, track follow-ups, and stay compliant — all while saving time and improving client service. Tom breaks down the exact features that make these tools game-changers, how to integrate them with your CRM for max efficiency, and which platform fits your workflow best. If you're a mortgage broker, financial advisor, or service-based prof
- 23 min
E74: The Secret That Drives All of Canadian Mortgage Tech
In this episode of Mortgage Tech Talks, we pull back the curtain on a multi-million dollar secret most mortgage brokers never think about: your deal submission platform isn’t really free—and the reason why explains almost everything happening in the mortgage tech world today. You’ll learn how lenders fund the systems you use, how that affects your brokerage’s software decisions, and what the future might look like in an AI-driven world. Whether you're a broker, lender, or tech enthusiast—this is the episode that connects all the dots. ⏱️ TIMESTAMPS: 0:00 – Smaller brokerages building their own
- 20 min
E73: Pineapple+, Centum and RMA, New Government
In this episode of Mortgage Tech Talks, Tom dives into the future of Canadian housing—and shares a bold theory: government-built homes might just become a new asset class. He also breaks down the latest in mortgage tech innovation, including a deep review of Pineapple Plus, the all-in-one platform making waves in the broker space. Plus, he covers big leadership moves in the mortgage industry and what they could mean for tech adoption across brokerages. Whether you're a mortgage broker, industry insider, or just want to stay ahead of what's next in real estate, this episode is packed with insig
- 40 min
E72: How to Build Game-Changing Mortgage Tech with Finmo's Carter Zimmerman
A bloated feature list doesn’t mean better tech.In this episode of Mortgage Tech Talks, Tom sits down with Carter Zimmerman, of Finmo, to unpack what actually makes mortgage software successful. Carter shares how Finmo went from idea to industry leader by focusing on user experience, simplicity, and doing fewer things better. They cover:– The myth of the all-in-one system– Why open platforms win long term– What AI tools brokers are already using– How competition fuels innovation in Canadian mortgage tech– And how Carter’s past in marketing shaped Finmo’s product vision If you’ve ever asked “wh
- 48 min
E71: How Scarlett's Joe Fakhri is living the "Entrepreneur's Dream"
In this episode of Mortgage Tech Talks, Tom Hall (BluMortgage) sits down with Joe Fakhri, founder of Axiom Innovations—the tech company behind Scarlett Mortgage, Scarlett Pay, and more. Joe shares his entrepreneurial journey, how he risked it all to build one of Canada’s most innovative mortgage tech platforms, and why machine learning—not just ChatGPT—is the real future of AI in our industry. From product innovation and automation to the evolving role of leadership in scaling tech companies, this is a must-watch for anyone serious about the future of mortgage and financial services. 🔔 Don’t
- 18 min
E70: Market Update- Canadian Tech, US Loan Officers Hurting, Pinch-DLC Partnership
In this episode of Mortgage Tech Talks, we break down some huge developments happening across the mortgage industry — both in Canada and the U.S. From the shocking downsizing of U.S. mortgage brokers, to how Canadian mortgage tech companies are adjusting their strategies, to a deep dive into the latest partnership news between Pinch Financial and DLC — this episode is packed with insights that every mortgage professional, lender, and tech entrepreneur needs to hear. Whether you're a mortgage broker, lender, or just someone following the evolving mortgage tech space, you're going to walk away w
- 40 min
E69: How a $100M+ Broker Jumped into Commercial and Built His Own Tech with David Mayrand
In this episode of Mortgage Tech Talks, I sit down with David Mayrand, a former residential broker who transitioned into the multifamily commercial space—and then took it a step further by building a tech solution designed to streamline complex multifamily deals. We talk about: Why residential brokers struggle to break into commercial The tech void in the multifamily space (and how David is solving it) What makes commercial underwriting so much more complex His decision to spin off a standalone multifamily tech platform launching June 1st How he’s democratizing commercial real estate for new i
- 41 min
EP 68: From Lending to Tech & Back Again: Lawrence Schwartz on Playing the Long Game
In this episode of Mortgage Tech Talks, Tom sits down with Lawrence Schwartz—Co-Founder of Mortgage Automator and now back in the lending game with Golden Bell Capital. They dive into: Why trade shows are massively undervalued The behind-the-scenes story of how Mortgage Automator was built (and sold) Balancing lending with tech startup life How great partners made all the difference Why Lawrence walked away from "early retirement" to get back into lending Whether you’re a broker, lender, or aspiring fintech founder, this episode is packed with wisdom, real talk, and some hard-earned lessons fr
- 16 min
E67: Canadian Mortgage Summit, Velocity 3.0, New Tech-Lender Partnership
In this episode of Mortgage Tech Talks, Tom recaps his recent panel at the Canadian Mortgage Summit in Vancouver and dives into three of the biggest themes shaping the mortgage tech space right now: The massive edge brokers have when adopting new tech like AI The rollout of Velocity 3.0 and why it matters Why B deals, reverse mortgages, and commercial lending are gaining momentum From real talk about overwhelmed brokers to the long-term promise of seamless AI adoption, this episode explores how the most adaptable brokers are winning — and how you can too. 👇 Timestamps: 00:00 – The unfair tech
- 17 min
E66: Is Zapier Worth It?
In this episode of Mortgage Tech Talks, we break down one of the most common questions mortgage brokers have: Should you be using workflow automation tools like Zapier, Make (Integromat), or N8n in your business? Here’s the thing—automation tools can save time and boost efficiency, but most brokers either avoid them entirely or hire someone to build complex systems they can’t maintain. That’s a problem. Tom dives into: What these tools really do Pros and cons of the top platforms Real-world examples from the mortgage industry A checklist to know if automation is right for you ⏱ Timestamps00:00
- 17 min
Industry Update: Rocket, Bond Yields, Canadian Mortgage Awards
🚨 Rocket Mortgage Canada is out! What does this mean for brokers, lenders, and mortgage tech? 🚨 In episode 65 of Mortgage Tech Talks, we dive into the latest industry updates, including:✅ The exit of Rocket Mortgage Canada and its impact on the mortgage landscape.✅ The downward trend of bond yields and how it affects mortgage rates.✅ The Canadian Mortgage Awards—who made the list and what it says about industry trends. 🔍 Timestamps:00:00 – Bond yields are dropping—what it means for the market00:19 – How uncertainty affects mortgage brokers and their clients00:39 – Why this turbulence could
- 44 min
E64: How a 20-Year Veteran Uses Tech to Have AMAZING Conversions w Russ Morrison
In this episode of Mortgage Tech Talks, we're joined by 20-year mortgage industry veteran Russ Morrison, who shares game-changing insights on how brokers can shift from transactional selling to strategic advising. 🔍 Russ breaks down why brokers must move beyond rate-focused discussions, how to optimize lead conversion ratios, and the power of surrounding yourself with the right people in business. Plus, we dive into how his TMS (Tactical Mortgage Solutions) platform is transforming mortgage strategy conversations. 🔗 Timestamps:00:00:00 - The five reasons consumers come to brokers00:00:14 - S
- 19 min
E63: How to Beat AI at Marketing
🚀 As AI takes over more marketing tasks, where does that leave mortgage brokers? In this episode of Mortgage Tech Talks, Tom Hall breaks down the hidden gaps AI leaves in the market and how mortgage brokers can stand out in an increasingly noisy digital world. 🔍 AI is revolutionizing marketing—big banks and Fortune 500 companies are doubling down on automated content. But there are three key areas where AI falls short, creating a massive opportunity for brokers who know how to leverage their personality, industry expertise, and communication skills effectively. 💡 Key Takeaways from This Epi
- 38 min
E62: How to actually make tech work for your business with WBS' Sara Hynes
Why do so many mortgage brokers struggle with tech adoption, while others thrive? In this episode of Mortgage Tech Talks, I sit down with Sara Hynes from Western Brokers Services to break down the tech dilemma in the mortgage industry. We discuss:✅ The biggest barriers brokers face when adopting CRM and automation (00:00:59)✅ How delegation (or "support") can transform a broker’s business (00:03:20)✅ Why many brokers resist switching platforms—even when they know they should (00:23:32)✅ The power of referrals in building a thriving mortgage business (00:06:38)✅ The unexpected return on investm
- 21 min
61: How to Build Your Social Media Empire
In this episode, I share how mortgage brokers can transform their social media presence with a powerful three-pillar strategy, breaking down the intimidating world of social media marketing into manageable, actionable steps. In this episode I cover:→ Production: Over-coming camera shyness, how to come up with content, and outsourcing content creation.→ Distribution: How to consistently and effectively post to different platforms and leveraging tools.→ Conversion: How to find your audience, leveraging niche content, and utilizing stories and DMs. *** WATCH ▶️ Watch this episode on Youtube *** C
- 15 min
60: Market Update - Renewal Cliff, Stargate, Tariffs
In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover:→ The upcoming "renewal cliff" in the Canadian mortgage market, where over 50% of mortgages will be up for renewal in the next two years, presenting both challenges and opportunities for mortgage professionals.→ The $500 billion investment initiative called Stargate, led by companies like OpenAI, NVIDIA, and Oracle, aimed at developing advanced artificial intelligence (AI) and achieving Artificial General Intelligence (AGI), and what you
- 30 min
59: How to Disrupt 20-Year Legacy Software with FundMore.AI's Chris Grimes
In this episode, we're joined by Chris Grimes. Chris is the Co-Founder & CEO of FundMore.ai, and has worked in the financial industry for 20 years. Gaining experience in wealth management, credit lending, and mortgage origination, he is passionate about advancing the mortgage industry through technology and forward-thinking initiatives. FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans. The mission? To make home-ownership more accessible. In this episode we cover:→ Chris's journey in the industry and the transition fr
- 21 min
58: What eSign Should I Use?
In this episode, I do a deep dive on the different electronic signature platforms, and what my recommendation is if someone is looking to use this tool. In this episode I cover:→ Comparing and contrasting the top e-signing platforms.→ How deal submission platforms are integrated and who they're integrated with.→ What you need to consider when deciding on a platform to use. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify **
- 14 min
57: Top Mortgage Tech Tools I'm Paying Attention To
In this episode, I share 3 specific tech tools I have my eye on for 2025, and why you should also be considering them for your business. In this episode I cover:→ Smart scheduling with AI-powered calendar, Reclaim.ai.→ Document scanning tools, if they should be done by third party companies or deal submission platforms, and who should be paying for it, lenders or agents.→ The battle of the various home-valuation tools attempting to break into the Canadian market and the challenge of adoption from agents. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Conn
- 16 min
56: 2025 Mortgage Tech Predictions
In this episode, I try to forecast 3 big trends that we will see in Canadian mortgage tech in 2025, and what that says about the state of the industry and where it's headed. In this episode I cover:→ How the pendulum has swung with how people think of software in the mortgage industry and is moving towards consolidation.→ Brokers & Agents shifting to different types of lending and how software could follow them.→ AI: Where it's been since 2023, trends that are forming, and where there are opportunities with it moving forward. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connec
- 41 min
55: 100x Your Mortgage Business with Rocket's Bekim Merdita
In this episode, we're joined by Bekim Merdita. Bekim is the EVP and a Founding Team Member of Rocket Mortgage Canada from Windsor, Ontario, which originally launched as Edison Financial in 2020. Edison Financial rebranded to Rocket Mortgage Canada on August 8, 2022, doing business under the brand Rocket Mortgage™️ throughout the country. In 2023, Rocket Mortgage Canada also became a mortgage lender and created Rocket Pro Canada, a team dedicated to helping broker partners submit deals to the Rocket Mortgage Canada lending channel. In this episode we cover:→ Bekim's journey within Rocket Mortg
- 11 min
54: My TOP Email Templates with 70%+ Open Rates
In this episode, I deep dive into my top 3 email templates that have the highest open rates, between 70-90%, what they look like, and how you can use them. In this episode I cover:→ Templates for a referral source.→ Templates for meetings/in-person events.→ Templates for new leads. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***
- 35 min
53: Dong Lee's Secrets to Success in Mortgage and Tech
In this episode, we're joined by Dong Lee. Dong is the CEO of Axiom Innovations Inc. from Mississauga, Ontario, who has over 25 years of experience in the mortgage lending and brokering industry. His career extends from bank management with TD, being a BDM with Scotiabank & CMHC, VP of Mortgage Architechs, COO of DLC, and even the 26th Chair of the Board of MPC, leading to a wealth of experience and expertise in sales & operations. Axiom Innovations supplies business automation and software solutions for various industries, including the Scarlett Network for mortgage lenders and profes
- 16 min
52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop
In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover:→ How AML is shaking up the tech used by brokerages and agents alike.→ Tech themes from recent mortgage conferences including AI, deepfakes & fraud, and password management.→ Scarlett doubling down on client experience. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spo
- 34 min
51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier
In this episode, we're joined by Wendy Meier. Wendy is a Mortgage Agent at The Mortgage Centre Sky Financial and a National Sales Executive at NETTRAKK from Edmonton, Alberta. Taking inspiration from products in the US, Wendy combined her background as a Strategic Sales Executive selling tech and 15 years of experience in mortgages to create NETTRAKK, an automated lead generation marketing platform for Mortgage Agents, Realtors, and their clients. NETTRAKK is the only post-closing client portal, maximizing the potential of your client database. In this episode we cover:→ Wendy's journey in mor
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