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Mortgage Tech Talks

Tom Hall

Mortgage Tech Talks

A weekly Technology podcast
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Mortgage Tech Talks

Tom Hall

Mortgage Tech Talks

Episodes
Mortgage Tech Talks

Tom Hall

Mortgage Tech Talks

A weekly Technology podcast
Good podcast? Give it some love!
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Episodes of Mortgage Tech Talks

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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 ent
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 a
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 b
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 n
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 mi
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, cli
In this episode, Massimo and I discuss how browser extensions can impact your web browser experience, their practical benefits, and how they could become more essential moving forward.In this episode we cover:→ Popular browser extensions we
In this episode, we're joined by Stephen Green. Stephen is the Owner of Stephen Green Mortgages and the Leader of The Financial Collective from Kitchener, Ontario, who spent 25 years at the bank before become a Broker in January of 2023. Stephe
In this episode, we're joined by our very first guest, Ben Salami! Ben is the Founder and CEO of Bendigi Technologies and the Canadian Mortgage App (CMA). The Canadian Mortgage App is a mobile app that helps home buyers, homeowners, real estate
In this episode, Massimo and I discuss building your own proprietary software, either on the brokerage, team, or individual level, and if it's something you should consider or if it's a shiny object.In this episode we cover:→ Why brokerages
In this episode, Tom & Massimo discuss the strategy of email marketing to a Mortgage Broker's database, and different types of tools that you can use for this concept.What was discussed:→ The points of friction which deter Brokers from usin
In this episode, Tom & Massimo discuss how deal submission platforms make their money and how this affects Mortgage Brokers and their businesses.What was discussed:→ The history of submission platforms and their economic model.→ The growin
In this episode, Tom & Massimo discuss the importance of owning your own domain for both your website and email hosting for your business, and how setting it up is much easier than you think.What was discussed:→ How owning your domain can m
In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience.What was discussed:→ What docum
In this episode, Tom & Massimo explain the differences between automation and AI, artificial intelligence, and why it's important to understand the nuances to make the most of them in your business.What was discussed:→ What automation and A
It's only 1 month into 2024, and it's already been a crazy start to the year.We are seeing a level of optimism and activity that hasn't been around for months. But is this translating to more business as a mortgage broker?We discuss this
More and more of our clients are in the process of switching brokerages. And it makes sense! As the market slows down, it creates the perfect opportunity to look around. So what does this mean for tech?Should You Switch Brokerages for Better
Calendar booking tools streamline the meeting scheduling process by replacing back-and-forth emails with a single link for clients or colleagues to book a time directly in your calendar.Every Calendar booking tool should be able to integrate
Want to take full advantage of the holiday break to optimize your mortgage business for 2024?Check out our top tips of how to best us your time off.Follow our hostshttps://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgag
The surprising answer? Flexibility!The emphasis on flexibility comes from the rapid evolution of the tech landscape. We don't know where tech is going, and you need to stay in a position to fully take advantage of new innovation.Flexibility
Hey! Remember when video conferencing was a mystery? Now, it's part of daily life. But, seriously, when did you last think about the tool you're using?Quality Matters: Video feeds differ, and it's not just about internet speed. The tool matte
Technical debt is the proficiency gap between your current technological capabilities and the most tech-advanced mortgage professional in Canada (who we called Sally).Interest amount in technical debt are the additional time spent on a task c
Amidst COVID-19, the mortgage industry swiftly shifted online. Now, post-pandemic, a return to in-person interactions is deemed crucial. Video bridges the gap.Top Examples Used by High-Producing BrokersIntroduction: Start with a personalize
We hear it all the time- brokers want to focus on brokering, not tech. And we get it. Brokering is essential to your business, whereas some tech tools are not.These brokers end up outsourcing a lot of their tech, which is great in the short r
An "All-in-One System" sounds like a dream come true for brokers. And we get it, on first glance there is so much to like about this concept. However, on a deeper dive, it might not be the best choice for their business. Here's why:Doing Too
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