52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop

Mortgage Tech Talks

Player FM - Internet Radio Done Right

הוסף לפני one שנה

תוכן מסופק על ידי Tom Hall. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Tom Hall או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

All About Change

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Eli Beer & United Hatzalah: Saving Lives in 90 seconds or Less 30:20

לפני 9 ימים30:20

הפעל מאוחר יותר

רשימות

לייק

אהבתי

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

לפני שנה 16:19

MP3•בית הפרקים

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 Spotify

***

71 פרקים

#Tech #Canada #Tom Hall

52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop

Mortgage Tech Talks

published לפני שנה

שתפו

MP3•בית הפרקים

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.

***

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

***

71 פרקים

#Tech #Canada #Tom Hall

כל הפרקים

1
E71: How Scarlett's Joe Fakhri is living the "Entrepreneur's Dream" 47:42

לפני 5 ימים47:42

47:42

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 forget to subscribe for more insights on mortgage tech and industry innovation. ⏱️ Timestamps 00:00 – AI won’t replace you—but people who use AI will 00:38 – Intro to Mortgage Tech Talks & guest Joe Fakhri 01:00 – How Joe started Axiom & the origin of Scarlett 05:00 – Leaving a secure job to build Scarlett: the leap 10:00 – Living off savings for 4 years to build something great 12:00 – Building a "machine" of people and tech 14:00 – Why innovation needs to reduce friction—not add it 18:00 – The difference between machine learning & generative AI 21:00 – How Scarlett Genius uses data to recommend lenders 25:00 – Transitioning out of the CEO role: Joe’s leadership evolution 32:00 – Why trust and humility are crucial in fast-growing companies 34:00 – Joe’s take on the Internet revolution—and how AI compares 37:00 – The difference between machine learning vs ChatGPT-style AI 41:00 – What the next 24 months of real AI adoption will look like 46:00 – Final thoughts: picking trusted partners in a noisy AI market 💡 Want to connect with Joe? https://www.instagram.com/scarlettnetwork/ https://www.linkedin.com/company/scarlettnetwork/ https://www.facebook.com/ScarlettNetwork…

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E70: Market Update- Canadian Tech, US Loan Officers Hurting, Pinch-DLC Partnership 17:33

לפני 19 ימים17:33

17:33

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 with valuable takeaways about where the market is heading. Timestamps: 00:00 - U.S. Mortgage Broker Numbers Crash: 395,000 → 93,000 00:18 - Comparing U.S. vs. Canadian Mortgage Broker Markets 00:52 - Why U.S. Brokers Are Being Wiped Out (No Renewal Cycles) 01:26 - Welcome to Mortgage Tech Talks (Living Room Edition) 01:44 - Quick Overview of Today's Topics 02:06 - How Canadian Tech Companies Are Positioning Themselves 02:23 - The Pinch Financial Curiosity Story 02:27 - Story #1: Jeff Willis' Proudly Canadian Post 03:06 - Debating Canadian vs. U.S. Mortgage Tech Platforms 04:09 - Economic Libertarian View on Tariffs in Mortgage Tech 05:07 - Why "Made in Canada" Matters More in 2025 06:08 - How U.S. Funding Impacts Canadian Mortgage Startups 07:29 - Silver Linings and the Need for Canadian Funding Growth 08:05 - Story #2: Even Deeper Dive into U.S. Loan Officer Numbers 09:31 - The True Reason Behind the U.S. Mortgage Collapse 10:59 - No Refinancing, No Moving, No Business 11:39 - How Brokers Are Surviving Today (New Builds, 2nd Mortgages) 12:11 - The New Evolution: From "Rate Shopper" to "Trusted Advisor" 13:12 - Story #3: Pinch Financial Partners with DLC 13:54 - The Importance of Realtor.ca Integration for Pinch 14:30 - Is Pinch Really a "Game-Changer"? A Closer Look 15:07 - Unpacking the M3 Tech and Pinch Relationship 16:13 - Why M3 Might Be Refocusing on Core Competencies 17:15 - Are Brokers and Tech Companies Both Scaling Back? 17:30 - Final Thoughts + How the Mortgage Tech Landscape is Changing Subscribe to Mortgage Tech Talks for more weekly deep dives into mortgage industry trends, market updates, and how technology is shaping the future of Canadian lending. 👉 Comment below: What trend do you think will have the biggest impact in the next 12 months? #MortgageBrokers #MortgageTech #CanadianRealEstate #LendingTrends #MortgageIndustry…

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E69: How a $100M+ Broker Jumped into Commercial and Built His Own Tech with David Mayrand 40:17

לפני 26 ימים40:17

40:17

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 investors and brokers alike This episode is a must-watch if you’re: ✅ A residential broker curious about the commercial space ✅ Frustrated by the inefficiencies of spreadsheets and emails ✅ Interested in the future of AI + automation in mortgage workflows ✅ Looking to scale your investor business with better tools ⏱️ Timestamps: 00:00 – Why multifamily listings aren’t investor-friendly 00:20 – Building tools that simplify commercial analysis 00:47 – Giving access to tools most brokers don’t have 01:12 – Intro: Meet David Maé Rand, ex-residential broker turned tech founder 02:07 – The origin story: from 2-minute convo to this podcast 02:43 – Why David left residential for multifamily 04:24 – Phasing out residential and leaning into investor clients 06:21 – Why switching to commercial is scary for brokers 07:17 – What makes some brokers fail when switching 08:59 – Why commercial lending has so much paperwork 09:34 – How David's team built processes from scratch 10:09 – There was literally no tech in commercial 11:18 – How they organize massive amounts of documents 12:13 – Why residential tech has boomed—but not commercial 13:20 – Why most developers can’t build good mortgage tech 14:32 – Building tech internally that actually works 16:25 – When David realized he needed a dedicated tech stack 17:50 – The hidden value of structured data 19:17 – Why existing CRMs don’t support corporations as borrowers 20:20 – The complexity of org charts and ownership 21:24 – Why solving hard problems = massive opportunity 22:07 – Where AI fits into all this 23:31 – Using AI to build org charts, automate file handling 25:20 – The future: AI doing all the grunt work for brokers 26:55 – Why David isn’t competing with generic AI tools 27:19 – Launching a dedicated multifamily tech company (June 1!) 28:16 – How this tech can change the entire Canadian multifamily market 30:12 – Will this ever expand beyond multifamily? 31:24 – Why tech gives David’s brokerage a massive edge 32:23 – His vision: a portal for agents and investors to model cash flow 33:43 – Making commercial less intimidating 35:08 – Tech as a bridge for new brokers entering the space 36:23 – Why servicing sophisticated borrowers requires next-level systems 37:07 – How brokers can actually provide value to investors 39:19 – Want to try the portal? How to get early access 🔥 Enjoyed this episode? Like, comment, and subscribe for more conversations at the intersection of mortgage, tech, and real estate investing. #mortgagetech #multifamilyrealestate #commercialmortgage #canadianmortgage #mortgagebroker #fintech #realestatetech #aiinmortgage #mortgageautomation #mortgagetalkshow…

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EP 68: From Lending to Tech & Back Again: Lawrence Schwartz on Playing the Long Game 40:37

לפני 5 weeks40:37

40:37

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 from one of the industry’s best. Connect with Lawrence: https://www.linkedin.com/in/lawrence-schwartz-13611529/ 🎙 Hosted by Tom Hall | Powered by BluMortgage #mortgagebrokers #mortgagetechnology #realestateinvesting #fintech #entrepreneurship #MortgageAutomator ⏱️ Timestamps: 00:00 – Why Trade Shows Are Basically Free 01:11 – Meet Lawrence Schwartz: Co-Founder of Mortgage Automator 02:37 – What Mortgage Automator Was Built For 04:11 – Funny Sales Funnel Story (Oops!) 06:58 – No Perfect Software Exists (Here’s Why That’s Okay) 07:17 – The “Secret Sauce” Behind Mortgage Automator’s Success 08:46 – Real-Time Product Feedback from Lenders 10:08 – Learning from Client Rejections 11:18 – Growing Trade Show Presence Over Time 13:16 – Why You Always Go to Trade Shows 15:28 – Early Signs That Mortgage Automator Was Taking Off 16:35 – Building a Sales Team That Could Sell Without You 18:47 – Balancing Lending and Tech in the Early Days 20:48 – COVID and the Pivot to Full-Time Software 22:07 – The Power of the Right Business Partners 25:06 – Returning to Lending After the Exit 27:08 – Realizations After “Retirement” 29:02 – Why Lawrence Didn’t Spend a Dime After Selling 31:14 – The Lending Philosophy at Golden Bell Capital 33:23 – What Types of Deals Golden Bell Does 36:40 – Why Simplicity & Speed Still Win 38:36 – The Reason They Only Lend in the GTA 39:53 – Final Thoughts: Send Us One Good Deal 40:28 – Where to Find Lawrence…

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E67: Canadian Mortgage Summit, Velocity 3.0, New Tech-Lender Partnership 15:58

לפני 6 weeks15:58

15:58

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 advantage mortgage brokers have over banks 00:17 – Why you should start with the client journey , not the tool 00:33 – Don’t get overwhelmed: solve one pain point at a time 00:55 – Energetic intro & why today’s update matters 01:14 – Takeaways from the Canadian Mortgage Summit 02:13 – Who was on the tech panel & what they discussed 02:50 – Why AI needs to be reverse-engineered from your client journey 03:37 – Pain points first, tech second: the key to adoption 04:11 – Create memorable client moments (and stories) 05:13 – Why brokers can adopt tools faster than banks 05:47 – 70/30 split: who’s getting ahead, and who’s overwhelmed 06:57 – The real job of tech companies right now 07:13 – Why early adopters win in the short term 07:54 – Just like Gmail: AI adoption will get easier 08:44 – What’s coming with Velocity 3.0 (and why it matters) 09:47 – Improved UI, security, speed & data handling 10:28 – Could this enable smarter AI tools in the future? 11:16 – New lender tech announcement: why it’s bigger than it seems 12:18 – Why B deals are everywhere right now 13:02 – Brokers pivoting to B and commercial deals 14:04 – The rise of reverse mortgages & agile broker strategies 14:46 – Why being nimble is brokers' superpower 15:24 – Final thoughts: opportunity in the chaos 🎧 Whether you're a tech-forward broker or just trying to keep up, this episode will give you fresh insights on where the industry is heading and how to stay ahead of the curve. 👇 Drop your thoughts in the comments and don’t forget to subscribe for more weekly insights from Mortgage Tech Talks. #mortgagebroker #mortgagetechnology #AI #velocity #mortgagetips #canadianrealestate #mortgageadvice #fintech #MortgageTechTalks…

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E66: Is Zapier Worth It? 17:18

לפני 7 weeks17:18

17:18

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 ⏱ Timestamps 00:00 – Why most brokers struggle with automation 01:09 – What are workflow automation tools? 02:32 – Real-world example: Calendly + Zapier + Twilio 05:44 – Automation for CRM integration (Mortgage use case) 06:42 – Should you do it yourself or hire someone? 07:13 – Zapier: Pros, cons, and pricing 10:06 – Challenger tools: N8n and Make 13:00 – Visual walkthrough of Make (Integromat) 14:13 – Summary of the three tools compared 14:35 – Do YOU actually need automation? 16:19 – The checklist: Is it worth it for YOUR business? 🔧 Whether you’re a tech-savvy broker or just getting started, this episode helps you decide if it’s time to roll up your sleeves—or save your money. Got questions? Drop them in the comments! #mortgagetech #workflowautomation #mortgagebroker #zapier #crmtips #mortgagemarketing #automationtools #mortgagebusiness…

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Industry Update: Rocket, Bond Yields, Canadian Mortgage Awards 16:34

לפני 8 weeks16:34

16:34

🚨 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 market 00:19 – How uncertainty affects mortgage brokers and their clients 00:39 – Why this turbulence could be good news for brokers 00:59 – Rocket Mortgage Canada exits—breaking it down 02:17 – How the news broke and what led to the decision 03:04 – Is this a response to tariffs? 03:41 – The impact on mortgage tech and Finmo 04:18 – Rocket Mortgage’s connection to Lendesk and what’s next 05:20 – What does this mean for competition in Canada? 07:05 – Canada’s lack of mortgage market competition—good or bad? 08:15 – The effect of U.S. policies on Canadian mortgage rates 09:36 – What falling bond yields mean for mortgage rates 10:37 – How brokers can use this uncertainty to help clients 12:57 – The Canadian Mortgage Awards—who made the list? 13:37 – Service Provider of the Year category—who’s missing? 14:02 – Digital innovation in brokerages—what’s changing? 14:43 – New category: Innovator Champion of the Year 15:53 – Who’s really leading innovation in the industry? 16:08 – Is tech taking a backseat to broker and lender-led innovation? 16:25 – Final thoughts—where is the mortgage industry headed? 📢 Like & Subscribe for more insights on mortgage technology and industry trends! #MortgageNews #RocketMortgage #MortgageTech #CanadaRealEstate #MortgageRates…

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E64: How a 20-Year Veteran Uses Tech to Have AMAZING Conversions w Russ Morrison 44:01

לפני 9 weeks44:01

44:01

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 brokers 00:00:14 - Selling solutions vs. solving problems 00:00:30 - The importance of having the right people around you 00:01:09 - Introducing Russ Morrison & his mortgage journey 00:01:56 - How Russ has optimized his strategy sessions 00:03:17 - The power of a strong network in the mortgage industry 00:05:47 - Virtual vs. in-person collaboration: What works better? 00:07:57 - How to survive market cycles & inflation challenges 00:10:05 - Facing industry struggles head-on & improving conversion rates 00:12:25 - Why a CRM is crucial for broker success 00:14:00 - Understanding lead-to-funding ratios & where business actually comes from 00:17:11 - Surprising data on conversion rates from different lead sources 00:21:26 - The two biggest factors for improving conversions 00:22:23 - The importance of structured upfront conversations 00:25:09 - The power of process: How to win over the right clients 00:28:56 - Knowing when to say NO to bad-fit clients 00:30:45 - Why brokers must shift from transactional to trust-based advising 00:33:15 - TMS: The tool designed to streamline mortgage strategy conversations 00:38:55 - The future of mortgage advising: Show, don’t tell 00:42:41 - The tech side of mortgage brokering & growing a scalable business 📢 Enjoying the show? Don’t forget to like, subscribe, and drop a comment below with your thoughts! What’s your biggest challenge as a mortgage broker? #MortgageTech #RealEstateFinance #MortgageBroker #FinancialStrategy #BusinessGrowth…

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E63: How to Beat AI at Marketing 19:26

לפני 10 weeks19:26

19:26

🚀 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 Episode: The biggest weaknesses of AI-driven marketing and how to exploit them to your advantage Why authentic personality is more valuable than ever in a sea of AI-generated content How to use context to cut through the noise and build deeper client relationships The power of concise communication—why short, natural messaging beats AI-generated fluff How to tailor social media, email marketing, and SMS messaging to win in 2025 📌 Episode Chapters: ⏳ 00:00 - Intro: The AI revolution in marketing ⏳ 01:14 - AI’s growing influence in mortgage marketing ⏳ 03:32 - How Fortune 500 companies are using AI for content ⏳ 05:57 - The rise of AI-generated blogs—what it means for brokers ⏳ 07:51 - What AI is good at (and why you should still use it) ⏳ 08:32 - The 3 major weaknesses of AI in marketing ⏳ 09:02 - #1: AI lacks personality—why human connection matters more than ever ⏳ 10:50 - #2: AI struggles with context—how to make your messaging more relevant ⏳ 11:10 - #3: AI-generated content is too long—why concise messaging wins ⏳ 12:06 - How to leverage social media to showcase personality ⏳ 13:04 - Why email marketing with personalization beats AI-generated content ⏳ 14:20 - How text messaging can be your secret weapon ⏳ 16:14 - The importance of short, natural communication ⏳ 17:53 - Final thoughts: How brokers can stay ahead in an AI-dominated world 🔥 If you're a mortgage broker looking to cut through the noise and dominate your market in 2025, this episode is a must-listen. 🎧 Tune in now and start winning in an AI-driven world!…

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E62: How to actually make tech work for your business with WBS' Sara Hynes 38:04

לפני 11 weeks38:04

38:04

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 investment from sending physical mail (00:16:35) ✅ How brokers can simplify tech adoption without getting overwhelmed (00:27:31) Sara Hynes shares insights from 16+ years in the industry, working closely with brokers across Canada. If you've ever felt stuck when it comes to implementing tech in your business, this episode is a must-watch! 📌 Follow Sara Hynes & Western Brokers Services: 🌐 Website: westernbrokerservices.ca 📱 Instagram: @westernbrokerservices 🎧 Subscribe for more episodes of Mortgage Tech Talks!…

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61: How to Build Your Social Media Empire 20:48

לפני 13 weeks20:48

20:48

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 *** 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 ***…

1
60: Market Update - Renewal Cliff, Stargate, Tariffs 15:26

לפני 14 weeks15:26

15:26

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: → 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 can do to be ready for this tech. → The potential impact of a 25% tariff from the US and Canada's retaliation, which could force the Bank of Canada to raise the overnight rate by 300 basis points, or 3%. *** 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 ***…

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59: How to Disrupt 20-Year Legacy Software with FundMore.AI's Chris Grimes 30:16

לפני 15 weeks30:16

30:16

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 from Broker to building lender software, the evolution of Fundmore.ai, and future features they hope to roll out. → The challenges of the lender tech space, what keeps lender tech so stagnant and how to disrupt it, and societies "analysis paralysis" problem. → The future of mortgage lending, how open banking, the blockchain, & AI could revolutionize the mortgage industry, and the need to address consumer trust and adoption concerns around emerging technologies. Fundmore.ai Website: www.fundmore.ai Fundmore.ai Instagram: @fundmore.ai Fundmore.ai LinkedIn: @Fundmore.ai Chris Grimes' LinkedIn: @ChrisGrimes *** 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 ***…

לפני 34 weeks32:53

32:53

In this episode, we're joined by Dan MacDonald. Dan is the Co-Founder and CEO of Ownwell from Vancouver, BC, who formerly worked his way up at Lendesk through product management to be the CPO. Ownwell drives repeat and referral business for Canadian mortgage pros by helping their clients build wealth through homeownership. Using data, Ownwell sends highly relevant personalized content to your clients every month which allows you to increase engagement and stay top of mind. In this episode we cover: → Dan's background and what led him to develop Ownwell, what Ownwell is, and the problem's that Ownwell solves. → The importance of having the right data, making sure you add context to that data, and putting products in the correct frame for clients to accept them. → Integrating Ownwell with CRMs, the Canada & US differences with mortgage tech, and how Canada can become more competitive with the US. Ownwell Website: www.ownwell.ca Dan MacDonald's LinkedIn: @DanMacDonald *** 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 ***…

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Mortgage Tech Talks « » 52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop

52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Mom, I Want to Hear Your Story: A Mother’s Guided Journal To Share Her Life & Her Love (Hear Your Story Books)

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop