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E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.
Rich shares:
His origin story launching Nexxa, the first web-based CRM for brokers
The mindset and grind that helped scale to 7,000+ users
How DLCG and Velocity are future-proofing the mortgage industry
Why emotional intelligence is just as important as AI
And how consumer expectations are forcing innovation faster than ever
Whether you're a broker, lender, tech founder, or industry leader—this episode will challenge how you think about change, innovation, and what it really takes to stay relevant.
📍 Timestamps
00:00 – The future belongs to brokers who text
00:20 – The power of DLCG’s network and tech adoption
01:00 – Meet today’s guest: Rich Spence
02:00 – The untold origin story of Nexxa CRM
05:00 – How they scaled to 7,000 mortgage brokers
08:30 – Building software by hand—then hitting the phones
10:00 – What brokers can learn from DLCG's growth
14:00 – The evolution of Velocity and its rapid release cycle
18:00 – Why persistence and iteration drive tech success
21:00 – AI, cold calls, and the irreplaceable human touch
25:00 – How brokers need to adapt to Gen Z and tech trends
29:00 – What your clients expect (and how DLCG is building it)
34:00 – Why the right partnerships matter in 2025 and beyond
🔗 Connect with Rich Spence
Instagram: @richspence3
LinkedIn: @richspence3
✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.
💬 Leave a comment sharing your favourite insight or takeaway.
#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers
View all episodes
By Tom HallIn this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.
Rich shares:
His origin story launching Nexxa, the first web-based CRM for brokers
The mindset and grind that helped scale to 7,000+ users
How DLCG and Velocity are future-proofing the mortgage industry
Why emotional intelligence is just as important as AI
And how consumer expectations are forcing innovation faster than ever
Whether you're a broker, lender, tech founder, or industry leader—this episode will challenge how you think about change, innovation, and what it really takes to stay relevant.
📍 Timestamps
00:00 – The future belongs to brokers who text
00:20 – The power of DLCG’s network and tech adoption
01:00 – Meet today’s guest: Rich Spence
02:00 – The untold origin story of Nexxa CRM
05:00 – How they scaled to 7,000 mortgage brokers
08:30 – Building software by hand—then hitting the phones
10:00 – What brokers can learn from DLCG's growth
14:00 – The evolution of Velocity and its rapid release cycle
18:00 – Why persistence and iteration drive tech success
21:00 – AI, cold calls, and the irreplaceable human touch
25:00 – How brokers need to adapt to Gen Z and tech trends
29:00 – What your clients expect (and how DLCG is building it)
34:00 – Why the right partnerships matter in 2025 and beyond
🔗 Connect with Rich Spence
Instagram: @richspence3
LinkedIn: @richspence3
✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.
💬 Leave a comment sharing your favourite insight or takeaway.
#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers
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