Sign up to save your podcasts
Or
Share EP 68: From Lending to Tech & Back Again: Lawrence Schwartz on Playing the Long Game
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
EP 68: From Lending to Tech & Back Again: Lawrence Schwartz on Playing the Long Game
In this episode of Mortgage Tech Talks, Tom sits down with Lawrence Schwartz—Co-Founder of Mortgage Automator and now back in the lending game with Golden Bell Capital.
They dive into:
Why trade shows are massively undervalued
The behind-the-scenes story of how Mortgage Automator was built (and sold)
Balancing lending with tech startup life
How great partners made all the difference
Why Lawrence walked away from "early retirement" to get back into lending
Whether you’re a broker, lender, or aspiring fintech founder, this episode is packed with wisdom, real talk, and some hard-earned lessons from one of the industry’s best.
Connect with Lawrence: https://www.linkedin.com/in/lawrence-schwartz-13611529/
🎙 Hosted by Tom Hall | Powered by BluMortgage
#mortgagebrokers #mortgagetechnology #realestateinvesting #fintech #entrepreneurship #MortgageAutomator
⏱️ Timestamps:
00:00 – Why Trade Shows Are Basically Free
01:11 – Meet Lawrence Schwartz: Co-Founder of Mortgage Automator
02:37 – What Mortgage Automator Was Built For
04:11 – Funny Sales Funnel Story (Oops!)
06:58 – No Perfect Software Exists (Here’s Why That’s Okay)
07:17 – The “Secret Sauce” Behind Mortgage Automator’s Success
08:46 – Real-Time Product Feedback from Lenders
10:08 – Learning from Client Rejections
11:18 – Growing Trade Show Presence Over Time
13:16 – Why You Always Go to Trade Shows
15:28 – Early Signs That Mortgage Automator Was Taking Off
16:35 – Building a Sales Team That Could Sell Without You
18:47 – Balancing Lending and Tech in the Early Days
20:48 – COVID and the Pivot to Full-Time Software
22:07 – The Power of the Right Business Partners
25:06 – Returning to Lending After the Exit
27:08 – Realizations After “Retirement”
29:02 – Why Lawrence Didn’t Spend a Dime After Selling
31:14 – The Lending Philosophy at Golden Bell Capital
33:23 – What Types of Deals Golden Bell Does
36:40 – Why Simplicity & Speed Still Win
38:36 – The Reason They Only Lend in the GTA
39:53 – Final Thoughts: Send Us One Good Deal
40:28 – Where to Find Lawrence
View all episodes
By Tom HallIn this episode of Mortgage Tech Talks, Tom sits down with Lawrence Schwartz—Co-Founder of Mortgage Automator and now back in the lending game with Golden Bell Capital.
They dive into:
Why trade shows are massively undervalued
The behind-the-scenes story of how Mortgage Automator was built (and sold)
Balancing lending with tech startup life
How great partners made all the difference
Why Lawrence walked away from "early retirement" to get back into lending
Whether you’re a broker, lender, or aspiring fintech founder, this episode is packed with wisdom, real talk, and some hard-earned lessons from one of the industry’s best.
Connect with Lawrence: https://www.linkedin.com/in/lawrence-schwartz-13611529/
🎙 Hosted by Tom Hall | Powered by BluMortgage
#mortgagebrokers #mortgagetechnology #realestateinvesting #fintech #entrepreneurship #MortgageAutomator
⏱️ Timestamps:
00:00 – Why Trade Shows Are Basically Free
01:11 – Meet Lawrence Schwartz: Co-Founder of Mortgage Automator
02:37 – What Mortgage Automator Was Built For
04:11 – Funny Sales Funnel Story (Oops!)
06:58 – No Perfect Software Exists (Here’s Why That’s Okay)
07:17 – The “Secret Sauce” Behind Mortgage Automator’s Success
08:46 – Real-Time Product Feedback from Lenders
10:08 – Learning from Client Rejections
11:18 – Growing Trade Show Presence Over Time
13:16 – Why You Always Go to Trade Shows
15:28 – Early Signs That Mortgage Automator Was Taking Off
16:35 – Building a Sales Team That Could Sell Without You
18:47 – Balancing Lending and Tech in the Early Days
20:48 – COVID and the Pivot to Full-Time Software
22:07 – The Power of the Right Business Partners
25:06 – Returning to Lending After the Exit
27:08 – Realizations After “Retirement”
29:02 – Why Lawrence Didn’t Spend a Dime After Selling
31:14 – The Lending Philosophy at Golden Bell Capital
33:23 – What Types of Deals Golden Bell Does
36:40 – Why Simplicity & Speed Still Win
38:36 – The Reason They Only Lend in the GTA
39:53 – Final Thoughts: Send Us One Good Deal
40:28 – Where to Find Lawrence
More shows like Mortgage Tech Talks
View all
The School of Greatness
21,112 Listeners
I Love Mortgage Brokering
16 Listeners
Build Wealth Canada Podcast
17 Listeners
The Game with Alex Hormozi
4,272 Listeners
The Rational Reminder Podcast
422 Listeners
Front Burner
456 Listeners
My First Million
2,599 Listeners
The Mortgage Game
4 Listeners
The Canadian Investor
83 Listeners
Be The Better Broker
3 Listeners
The Canadian Real Estate Investor
7 Listeners
Angry Mortgage
4 Listeners
Commission Breath | For Mortgage Brokers & Loan Officers
1 Listeners
TLDR
30 Listeners
The Mortgage Broker Podcast
0 Listeners