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PODCAST

Mortgage Tech Talks

Join Tom Hall (@Mortgage_Tech_Tom) in discovering the latest in the world of mortgage technology. Join us for interviews with tech founders, mortgage broker owners, lenders and everything in-between. If you’re in the mortgage industry, and believe technology will continue to play an integral role, this is the podcast for you.

technology

All Episodes

38:36

41: How to Solve the Mortgage Industry's Biggest...

Mortgage Tech Talks ·

2024/09/06

In this episode, we're joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible, and BrokerHQ, while also being the co-founder and COO of Tango Financial, which funds $4.5 billion annually in mortgages. His newest tech venture is Nrture,

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30:49

40: Practical AI Tips, Build Your Brand, and Find...

Mortgage Tech Talks ·

2024/08/30

In this episode, we're joined by Nathan Yeung. Nathan is the Vice President, CMO Services at Find Your Audience Marketing Partner from Vancouver, BC, a fractional marketing team for B2B SaaS businesses. Nathan leads teams of marketing managers, graphic designers, media buyers, coordinators, and freelancers to develop and implement marketing strategies for organizations across various industries. With experiences in finance, management consulting, and marketing, he's designed a marketing service that

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13:31

39: Market Update - Major Network Drops a Cool New...

Mortgage Tech Talks ·

2024/08/23

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: → Centum's Mortgage Monitor, home auto-valuation models or AVMs, and the difference between Canada and the US when it comes to AVMs. → How networks are playing in technology in how they're using it, and the increase in value-add services to Agents that are agnostic to deal submission platforms. → A new update in Finmo, what it says about

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26:26

38: Why Focus is So Important with Massimo (Where Did...

Mortgage Tech Talks ·

2024/08/16

In this episode, Massimo and I discuss where he's been the past few weeks, what led to his shift in focus, and what's next for him and Cloven CRM.In this episode we cover: → The benefits of a single focus, when you've hit the point to stop splitting your focus, and how you can narrow your focus. → What to think about in personal vs company branding, what works better, and how it can benefit you. → Massimo shifting his focus to solely be on the Cloven CRM for Financial Advisors, and the importance

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32:01

37: How the Broker Chanel Has a HUGE Tech Advantage...

Mortgage Tech Talks ·

2024/08/09

In this episode, we're joined by Jeff Ingram. Jeff is a Co-Founder & Mortgage Broker at Ingram Mortgage Team from Surrey, BC, and has been in the mortgage industry for 15 years. Jeff is also a Co-Owner of Compare My Offers, the first tool of its kind where Brokers can educate clients on the differences between lenders and products and show them the value of using a Mortgage Broker. He is also a Co-Founder of both Co-Brokr Investments Ltd., and BrokerSquared, a collaborative brokerage that

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38:24

36: Broker, Lender AND Technologist - How This Rising...

Mortgage Tech Talks ·

2024/08/02

In this episode, we're joined by Shawn-Marc Melo. Shawn-Marc is the Founder & Principal Broker at Lendwire Inc. from Ontario, a leader in Canada's new FinTech initiative in the mortgage space. Lendwire combines multiple branches of a brokerage, a lender, and they are also moving into the tech space. This model allows them to use capital from the brokerage and lending branches to fund their tech, as it's becoming increasingly difficult to get funding.In this episode we cover: → How the

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13:25

35: Market Update - Exciting Innovation and Practical...

Mortgage Tech Talks ·

2024/07/26

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: → MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this. → Finmo adding more integrations and what you can try out today. → How challenging market conditions can create new innovations, which is highlighted with OwnWell and BrokerBot creating new ways to engage with clients. *** WATCH ▶️

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13:46

34: Market Update - Rocket Mortgage/BRX, CMLS/Nesto,...

Mortgage Tech Talks ·

2024/07/19

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 Rocket Mortgage & BRX partnership and what it could mean for Brokers. → Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud. → The Axess Law & Velocity partnership and what this could mean for mortgage regulation with solicitors. *** WATCH ▶️ Watch this episode on

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12:58

33: Market Update - AML, Pine/WealthSimple, & Neo/DLC

Mortgage Tech Talks ·

2024/07/12

In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada.In this episode I cover: → The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year. → The Pine and Wealthsimple partnership. → The DLC & Neo Financial partnership. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on

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34:04

32: How a Two-Time Tech Founder Thinks About AI with...

Mortgage Tech Talks ·

2024/07/05

In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable, and transparent. In this episode we cover: → The AI powered Mortgage Broker, comparing AI to the .com boom of the '90s, and the future of AI. → The

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26:18

31: Internet Phone - Do You Need One?

Mortgage Tech Talks ·

2024/06/28

In this episode, Massimo and I discuss internet phones and why you should consider using one for your business.In this episode we cover: → How internet phones work, what to look for in an internet phone, and if you should be using one. → The importance of integration with CRM systems, call quality, and ease of use. → Pricing models of various companies, reviews of RingCentral, GoToConnect, Croo, and Zoho Voice, and the auto-dialer app Phone Burner. *** WATCH ▶️ Watch this episode on

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25:11

30: How to Run Top-Notch Webinars

Mortgage Tech Talks ·

2024/06/21

In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business.In this episode we cover: → What to look for in a webinar application. → The differences between webinar applications like Zoom, Zoho Webinar, and other softwares. → The intersection of quality, integration, and cost. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on

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42:28

29: How Ryan Wiley "Burned the Boats" to Become a Top...

Mortgage Tech Talks ·

2024/06/14

In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game" podcast, and for the past 2 years has been a coach who's goal is to help Mortgage Brokers grow their business and live their best life.In this episode

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27:04

28: How to Optimize Your Website For Your Mortgage...

Mortgage Tech Talks ·

2024/06/07

In this episode, Massimo and I discuss how you can optimize your website based on the type of business you run, and how they're very important for your business and credibility.In this episode we cover: → Websites provided to Brokers from their brokerage, rate shop website optimization, and referral based website optimization. → The cost of building a custom site, the importance of the domain, and making sure it's mobile friendly. → Ad words for Google Ads, putting interest rates and awards on

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35:40

27: How an Award-Winning Broker Disrupted a Mortgage...

Mortgage Tech Talks ·

2024/05/31

In this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing by 40x, it eventually lead to a merger with Axiom Mortgage Solutions which was re-branded nationally to Indi Mortgage - The Independent Mortgage Company in

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39:03

26: Revolutionary Underwriting Software That Will...

Mortgage Tech Talks ·

2024/05/24

In this episode, we're joined by Kyle Green. Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, and has been a Top 25 Broker in Canada since 2017 (volume funded), and a Top 10 Broker in DLC. Kyle is also the Founder of Greenwealth Capital, which helps people grow their real estate portfolio, and his newest venture is developing an underwriting software, Mortgage Atlas, that would revolutionize mortgages as we know it.In this episode we cover: → What

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29:31

25: Using Tech to Build Your Team with...

Mortgage Tech Talks ·

2024/05/17

In this episode, we're joined by Christian Amurao. Christian is the Founder and Executive Director of the Open Doors Mortgage Team from Surrey, BC, and has been in the mortgage industry for over 15 years. Christian is also a Co-Founder of the brokerage BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers. In this episode we cover: → Using systems and processes to successfully grow a team. → Working on and not in your business and integrating new

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25:49

24: Most Under-Rated Social Media Hacks with...

Mortgage Tech Talks ·

2024/05/10

In this episode, we're joined by Maryah Diulia. Maryah is a Sales and Marketing Lead at BluMortgage from Toronto, Ontario, who's done a little bit of everything at BluMortgage in her 2.5 years at the company. In this episode we cover: → The new trend of social media sites as search engines and the benefits of narrowing down to a niche. → Improving your organic reach with Instagram's collaboration feature, and what to post for reels versus stories. → The newest feature being pushed on all social

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34:47

23: Numbers Don't Lie with Vetter Consulting's Craig...

Mortgage Tech Talks ·

2024/05/03

In this episode, we're joined by Craig Vetter. Craig is the Owner of Vetter Consulting from Delta, BC, which has been helping Mortgage Brokers build better businesses with 1-on-1 coaching since 2014. In 2023, Craig's clients funded over $650 million, while also improving their client service, systems, and processes.In this episode we cover: → Balancing tech with the human touch, having a service mindset, and "eating the frog" to get through difficult tasks. → Improving systems and processes

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24:27

22: 5 Tools to Help You Take Time Off

Mortgage Tech Talks ·

2024/04/26

In this episode, Massimo and I discuss quick wins you can implement into your business to be able to take a proper vacation and not have to be attached to your phone. In this episode we cover: → Setting expectations for referral partners, clients, and co-workers for while you are away. → Email inbox management and the bigger push from brokerages to make deal dests. → Tricks for iPhones, keeping your bottleneck from halting your business, and having your pipeline stay full while on

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101 results

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