Lead to Close: The Mortgage Professionals Podcast

By Lendesk

What's Lead to Close: The Mortgage Professionals Podcast about?

Lead to Close: The Mortgage Professionals Podcast featuring authentic and real conversations amongst Canadian mortgage pros. Hosted by industry leaders James Loewen and Greg Williamson, with unfiltered opinions and no topic off limits, these are the conversations you wished the industry was having.

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Lead to Close: The Mortgage Professionals Podcast episodes:

06.28.2024
Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 2
In part two of our episode with Tango Ontario, we continue our conversation with Tom and Brandon. What’s unique about their business is the human element they bring to their client interactions, and going about it in a way that...
06.25.2024
Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 1
Today we’re joined by Tom and Brandon from Tango Ontario. While so many brokers have a love-hate relationship working with realtors, Tom and Brandon see it as a goldmine. Of course, it’s not just about targeting all realtors—it’s really about...
05.31.2024
How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 2
We’re continuing our conversation with Denise Laframboise, the Chief Operating Officer at BRX Mortgage, in this episode. BRX is unique in many ways, including their emphasis on collaboration as well as training and supporting new brokers. So many brokers will...
05.27.2024
How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 1
Today our guest is Denise Laframboise, the Chief Operating Officer at BRX Mortgage. BRX is a growth-focused brokerage aimed at elevating new brokers with the resources, technology, and training they need to be successful. Starting out as a broker isn’t...
04.26.2024
Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 2
In this episode we’re continuing our conversation with Cheryl Buhs, the VP of National Sales at RFA Mortgage Corporation. In part 1, Cheryl shared her tips for being a favored lender, building relationships between lenders and brokers, and how RFA...
04.19.2024
Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 1
Today is the first of two episodes where we welcome Cheryl Buhs. She is the VP of National Sales at RFA Mortgage Corporation. Cheryl started out as a real estate agent for a few years, but eventually decided to pivot...
04.04.2024
How to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 2
This episode is a continuation of our conversation with experienced mortgage broker Chris Kolinski from iSask Mortgage Brokers Saskatoon. In this second part, Chris shares even more tips for streamlining your processes. Chris has created certain non-negotiable boundaries in his...
03.28.2024
How to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 1
Today we’ve got Chris Kolinski for the first of a two-part episode. Chris is a seasoned mortgage broker with iSask Mortgage Brokers Saskatoon, and he has over a decade of experience in the industry. As a mortgage broker, Chris emphasizes...
03.14.2024
Reuven Gorsht Explains The Need to Implement Systems
We’re joined by Reuven Gorsht, the CEO of Deeded, in this episode. Deeded is a technology platform that brings ease to clients looking for a qualified real estate lawyer. Reuven emphasizes not waiting until you’re busy to implement tech that...
02.26.2024
Greg takes Questions
Today’s special episode has Greg taking on questions from the audience and giving his insights. These questions have been sourced in various places across the mortgage brokering space. From these questions, we’ll get into things such as tips for building...
02.12.2024
How Fraction Innovates in the Mortgage Industry, Part 2
We’re continuing our conversation with Fraction, a startup lender in the Canadian mortgage space. Fraction has introduced a fresh, modern approach to mortgages, and this has allowed them to fill gaps within the space and serve even more users. This...
01.29.2024
How Fraction Innovates in the Mortgage Industry, Part 1
In today’s episode we’re joined by team members from Fraction, a startup lender in the Canadian mortgage space who are using new ideas to tackle problems in the industry. Their modern approach to mortgages has filled an obvious gap, opening...
12.04.2023
Getting More Business During Slower Times with Scott Rogers
How can mortgage brokers generate more activity during slower periods? That’s what Scott Rogers of Greybrook Land Development is talking about during this episode. Scott is the Vice President in Greybrook’s Private Capital Markets group. After briefly dipping his toe...
11.27.2023
Sarah Mathieu Talks Mortgage Marketing Trends and the Best Tools to Use
On this episode we’re joined by broker Sarah Mathieu. She is the Operational Partner and Team Lead at BRX Mortgage, focusing heavily on business development. Perhaps as a result of this, Sarah is also the brains behind her own marketing...
11.10.2023
Megan McDonald's Formula for Success
On this episode of Lead to Close we’re joined by Megan McDonald, the Senior Vice President of Single Family Sales at MCAP. MCAP offers easy mortgage solutions for Canadian homeowners, investors, brokers, and more. Megan believes everything happens by design,...
11.02.2023
Mike Forshee Breaks Down Why the Canadian Real Estate Market is Unique
Today we’re joined by Mike Forshee, the President of Glasslake Funding ULC. Mike has been in the mortgage industry for decades, and through relationships he’s formed in the industry, he decided to bring Glasslake into Canada in 2022. What he’s...
10.26.2023
How Lennie Rampone and Aaron Marsh Thrive Through Collaboration
On this episode of Lead to Close we’re joined by Kelowna-based mortgage brokers Lennie Rampone and Aaron Marsh of Rampone-Marsh Mortgages. The longevity of their business highlights just how well the team approach to real estate is working for them....
09.20.2023
Strive (Marty Frenette, Steve Kissuk, Brian Mason)
Today on Lead to Close we’re joined by the team from Strive: Marty Frenette, Steve Kissuk, and Brian Mason. Strive is an award-winning mortgage finance company offering lending solutions to brokers and home buyers across Canada. What started as...
09.06.2023
Selling Part of Your Brokerage with Nick L'Ecuyer
This time we’re joined by Nick L'Ecuyer. Over the years, Nick grew from a single producer to a massive brokerage owner at The Mortgage Wellness Group, and then he made a surprising move in selling part of his business. When...
08.23.2023
The Power in Creating the Right Working Relationships with Ron Swift
On this episode of Lead to Close we’re joined by Ron Swift, the Chief Executive Officer of Radius Financial. Ron is a respected member of the Canadian mortgage industry with over 20 years of experience. During the episode, Ron shares...
07.20.2023
Hiring the Right People with Scott Brown
On this episode of Lead to Close, we’re joined by Scott Brown from Ultimate Mortgage Group based out of Toronto. Scott created Ultimate Mortgage Group in 2006 with his partners, and last year was their biggest and most successful year...
11.03.2022
Things We Are Surprised People Don't Know
Jason Henneberry joins us on this episode of Lead to Close. He is the Director of Technology & Strategic Initiatives at Tango Financial, a BC Mortgage Broker offering advanced mortgage planning strategies to help homeowners achieve greater financial success. The...
09.19.2022
Special Guest Chris Johnstone
On this episode of Lead to Close we’re joined by guest Chris Johnstone, a seasoned expert in the mortgage space. He’s a man with proven longevity who has helped a lot of people. His job entails working within mortgage businesses...
06.17.2022
Sales Strategies for Inflationary Times
During this episode of Lead to Close, James and Greg discuss the best ways to navigate the sales process, especially during times of inflation. These tactics can also encourage your clients to choose you over the competition. There are strategies...
10.27.2021
The Art of Client Retention Strategies with Matt Parker
James and Greg are sitting down with Matt Parker, team leader and mortgage broker at The Mortgage Group (TMG). Matt is well-versed in client retention and nurturing existing clients to promote further business growth. Matt dives into what client retention...
09.14.2021
Deep Tech Dive with Jackson Middleton
James and Greg sit down for a deep tech dive with Jackson Middleton in this episode. Jackson runs Deploy, a company that’s doing fantastic work in the mortgage space. He’s on the podcast to discuss tech needs in the mortgage...
08.26.2021
Choosing your Brokerage or Network
Greg and James are sitting down with Frances Hinojosa, President, Co-Founder, and Mortgage Broker at Tribe Financial. She is also a Lendesk ambassador. They’re getting into what you need to consider when choosing a brokerage as well as a network....
07.29.2021
Growthing Pains
Continuing the last episode’s discussion about team building, today Greg and James will talk about hiring people and making sure they don’t quit. It’s something that every realtor trying to grow their own business has to deal with. Additionally, the...
07.15.2021
Tackling Team Structures while Scaling a Team, featuring Zach Silverman
In this episode, Greg and James sit down with Zach Silverman from Silverman Mortgage Group in Langley, BC. They all know one another from a mastermind group and have been acquainted for years, so Greg and James know Zach’s business...
07.08.2021
Do you have a job or a business?
Welcome to Lead to Close. Between Greg and James, there’s been a lot of learning, growing, and laughing. Now, there’s a desire to share their experiences with mortgage brokers in a way that’s very transparent. This podcast will cover pragmatic...

What's Lead to Close: The Mortgage Professionals Podcast about?

Download our free app to listen on your phone

Lead to Close: The Mortgage Professionals Podcast episodes:

Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 2

Building Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 1

How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 2

How to Succeed as a New Mortgage Broker with Denise Laframboise, Part 1

Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 2

Why You Should Give New Lenders a Chance with Cheryl Buhs, Part 1

How to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 2

How to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 1

Reuven Gorsht Explains The Need to Implement Systems

Greg takes Questions

How Fraction Innovates in the Mortgage Industry, Part 2

How Fraction Innovates in the Mortgage Industry, Part 1

Getting More Business During Slower Times with Scott Rogers

Sarah Mathieu Talks Mortgage Marketing Trends and the Best Tools to Use

Megan McDonald's Formula for Success

Mike Forshee Breaks Down Why the Canadian Real Estate Market is Unique

How Lennie Rampone and Aaron Marsh Thrive Through Collaboration

Strive (Marty Frenette, Steve Kissuk, Brian Mason)

Selling Part of Your Brokerage with Nick L'Ecuyer

The Power in Creating the Right Working Relationships with Ron Swift

Hiring the Right People with Scott Brown

Things We Are Surprised People Don't Know

Special Guest Chris Johnstone

Sales Strategies for Inflationary Times

The Art of Client Retention Strategies with Matt Parker

Deep Tech Dive with Jackson Middleton

Choosing your Brokerage or Network

Growthing Pains

Tackling Team Structures while Scaling a Team, featuring Zach Silverman

Do you have a job or a business?