Mortgage Tech Talks podcast

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

9 days ago38:04

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

23 days ago20:48

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 ***…

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

30 days ago15:26

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

5 weeks ago30:16

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 ***…

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58: What eSign Should I Use? 21:21

6 weeks ago21:21

21:21

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 ***…

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57: Top Mortgage Tech Tools I'm Paying Attention To 14:11

7 weeks ago14:11

14:11

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) 📸 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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56: 2025 Mortgage Tech Predictions 15:30

8 weeks ago15:30

15:30

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 ▶️ 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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55: 100x Your Mortgage Business with Rocket's Bekim Merdita 40:37

11 weeks ago40:37

40:37

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 Mortgage in both the US and Canada, his goal of going from a 4 to 400 person team, and the mindset needed to 100x your business. → What he's learned launching a mortgage lender and Rocket Pro, the importance of speed in mortgage approvals, and attempting to eliminate the emotional rollercoaster of home buying with client certainty. → Why Canada is behind the US in mortgage tech, why lenders aren't as flexible as brokers in their tech stack, and what's being done to address the gaps of the inefficient manual mortgage process. Rocket Mortgage Canada Website: www.rocketmortgage.ca Rocket Pro Canada Website: www.rocketpro.ca Bekim Merdita's LinkedIn: @BekimMerdita Bekim Merdita's Instagram: @bekim_merdita Lending Thoughts Podcast: @lendingthoughts Lending Thoughts YouTube: @LendingThoughtsPod *** 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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54: My TOP Email Templates with 70%+ Open Rates 11:15

12 weeks ago11:15

11:15

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 ***…

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53: Dong Lee's Secrets to Success in Mortgage and Tech 34:53

13 weeks ago34:53

34:53

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 professionals. With Scarlett, you can eliminate the need for costly monthly subscriptions to multiple systems and consolidate all your mortgage tools into one and that lets you manage your business from start to finish. In this episode we cover: → How Dong created his industry reputation, if there's anything he would've done differently in his career, and transitioning from DLC to Axiom Innovations. → The importance of partnership in entrepreneurship, playing to your strengths and hiring skillsets for complementary partnerships, the value of in-office collaboration, and finding win-win solutions with competitors. → The secret sauce of building business momentum, why everyone should be making informed decisions, and where AI should be used in your business. Axiom Innovations Website: www.axiominnovations.com Axiom Innovations LinkedIn: @AxiomInnovationsInc Dong Lee's Email: dong.lee@axiominnovations.com Dong Lee's LinkedIn: @DongLee Dong Lee's Facebook: @DongLee Scarlett Network Website: www.scarlettnetwork.com Scarlett Network LinkedIn: @ScarlettNetwork Scarlett Network Instagram: @scarlettnetwork *** 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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52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop 16:19

14 weeks ago16:19

16:19

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: → 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 ***…

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51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier 33:49

15 weeks ago33:49

33:49

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 mortgages and founding NETTRAKK, how NETTRAKK stands out among competitors, and how NETTRAKK also benefits Realtors. → The challenges for Brokers in implementing new tech, juggling priorities and knowing what is "mission critical", and how to know when you've found the right partner or team. → The asset of first hand industry knowledge, keeping on track with a 30,000ft view of your project, and tech trends Brokers should be watching for. NETTRAKK Website: www.nettrakk.ca NETTRAKK Facebook: @nettrakk Wendy Meier's Website: www.wendymeier.ca Wendy Meier's LinkedIn: @WendyMeier *** 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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50: Top DLC Team in Canada to Broker Owner with ABW Mortgages' Dean Lawton 31:45

16 weeks ago31:45

31:45

In this episode, we're joined by Dean Lawton. Dean is a Partner at A Better Way Mortgage Group within the DLCG Network from Vancouver, BC, and has been in the industry since 2013. A Better Way Mortgages is one of the largest brokerages in Western Canada, producing over $3 billion in mortgage volume annually, and is also the only brokerage in Canada giving brokers the choice of aligning with 2 of Canada's largest networks: Dominion Lending Centres or Mortgage Architects. Dean is also a Partner at Thrive Mortgage Co., which specializes in business-owner relationships and investment portfolios. In this episode we cover: → Dean's journey in the mortgage industry, the change in mindset in going from Broker to Partner, and how to support individual agents at an agnostic brokerage. → If mortgage conferences are worth the ROI, implementing process changes in your business, and the human touch in building client relationships. → AI & becoming advanced with mortgage tech, the Canada/US tech divide, and the increase in industry regulations & AML. ABW Mortgages Website: www.joinabw.ca ABW Mortgages Instagram: @abetterwaymortgages ABW Mortgages LinkedIn: @ABetterWayMortgages Dean Lawton's Instagram: @thedeanlawton Dean Lawton's LinkedIn: @DeanLawton The Mortgage Broker Podcast: @MortgageBrokerPodcastNetwork *** 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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49: Journey from Broker to Dominant Tech Player with Newton's Geoff Willis 37:19

17 weeks ago37:19