Mortgage Tech Talks

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


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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:

  1. The massive edge brokers have when adopting new tech like AI

  2. The rollout of Velocity 3.0 and why it matters

  3. 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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    Mortgage Tech TalksBy Tom Hall


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