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