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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 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!
View all episodes
By Tom HallWhy 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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