Mortgage Tech Talks

By Tom Hall

Join Tom Hall (@Mortgage_Tech_Tom) in discovering the latest in the world of mortgage technology.

Join us for interviews with tech founders, mortgage broker owners, lenders and everything in-between.... more

· Technology

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FAQs about Mortgage Tech Talks:

How many episodes does Mortgage Tech Talks have?

The podcast currently has 55 episodes available.

Mortgage Tech Talks episodes:

December 13, 2024 55: 100x Your Mortgage Business with Rocket's Bekim Merdita
In this episode, we're joined by Bekim Merdita. Bekim is the EVP and a Founding Team Member of Rocket Mortgage Canada from Windsor, Ontario, which originally launched as Edison Financial in 2020. Edison Financial rebranded to Rocket Mortgage Canada on August 8, 2022, doing business under the brand Rocket Mortgage™️ throughout the country. In 2023, Rocket Mortgage Canada also became a mortgage lender and created Rocket Pro Canada, a team dedicated to helping broker partners submit deals to the Rocket Mortgage Canada lending channel.

In this episode we cover:
→ Bekim's journey within Rocket Mortgage in both the US and Canada, his goal of going from a 4 to 400 person team, and the mindset needed to 100x your business.
→ What he's learned launching a mortgage lender and Rocket Pro, the importance of speed in mortgage approvals, and attempting to eliminate the emotional rollercoaster of home buying with client certainty.
→ Why Canada is behind the US in mortgage tech, why lenders aren't as flexible as brokers in their tech stack, and what's being done to address the gaps of the inefficient manual mortgage process.

Rocket Mortgage Canada Website: www.rocketmortgage.ca
Rocket Pro Canada Website: www.rocketpro.ca
Bekim Merdita's LinkedIn: @BekimMerdita
Bekim Merdita's Instagram: @bekim_merdita
Lending Thoughts Podcast: @lendingthoughts
Lending Thoughts YouTube: @LendingThoughtsPod
***

WATCH
▶️ Watch this episode on YouTube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
41min
December 06, 2024 54: My TOP Email Templates with 70%+ Open Rates
In this episode, I deep dive into my top 3 email templates that have the highest open rates, between 70-90%, what they look like, and how you can use them.

In this episode I cover:
→ Templates for a referral source.
→ Templates for meetings/in-person events.
→ Templates for new leads.
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
12min
November 29, 2024 53: Dong Lee's Secrets to Success in Mortgage and Tech
In this episode, we're joined by Dong Lee. Dong is the CEO of Axiom Innovations Inc. from Mississauga, Ontario, who has over 25 years of experience in the mortgage lending and brokering industry. His career extends from bank management with TD, being a BDM with Scotiabank & CMHC, VP of Mortgage Architechs, COO of DLC, and even the 26th Chair of the Board of MPC, leading to a wealth of experience and expertise in sales & operations.

Axiom Innovations supplies business automation and software solutions for various industries, including the Scarlett Network for mortgage lenders and professionals. With Scarlett, you can eliminate the need for costly monthly subscriptions to multiple systems and consolidate all your mortgage tools into one and that lets you manage your business from start to finish.

In this episode we cover:
→ How Dong created his industry reputation, if there's anything he would've done differently in his career, and transitioning from DLC to Axiom Innovations.
→ The importance of partnership in entrepreneurship, playing to your strengths and hiring skillsets for complementary partnerships, the value of in-office collaboration, and finding win-win solutions with competitors.
→ The secret sauce of building business momentum, why everyone should be making informed decisions, and where AI should be used in your business.

Axiom Innovations Website: www.axiominnovations.com
Axiom Innovations LinkedIn: @AxiomInnovationsInc
Dong Lee's Email: [email protected]
Dong Lee's LinkedIn: @DongLee
Dong Lee's Facebook: @DongLee
Scarlett Network Website: www.scarlettnetwork.com
Scarlett Network LinkedIn: @ScarlettNetwork
Scarlett Network Instagram: @scarlettnetwork
***

WATCH
▶️ Watch this episode on YouTube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
35min
November 22, 2024 52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop
In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada.

In this episode I cover:
→ How AML is shaking up the tech used by brokerages and agents alike.
→ Tech themes from recent mortgage conferences including AI, deepfakes & fraud, and password management.
→ Scarlett doubling down on client experience.
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
17min
November 15, 2024 51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier
In this episode, we're joined by Wendy Meier. Wendy is a Mortgage Agent at The Mortgage Centre Sky Financial and a National Sales Executive at NETTRAKK from Edmonton, Alberta. Taking inspiration from products in the US, Wendy combined her background as a Strategic Sales Executive selling tech and 15 years of experience in mortgages to create NETTRAKK, an automated lead generation marketing platform for Mortgage Agents, Realtors, and their clients. NETTRAKK is the only post-closing client portal, maximizing the potential of your client database.

In this episode we cover:
→ Wendy's journey in mortgages and founding NETTRAKK, how NETTRAKK stands out among competitors, and how NETTRAKK also benefits Realtors.
→ The challenges for Brokers in implementing new tech, juggling priorities and knowing what is "mission critical", and how to know when you've found the right partner or team.
→ The asset of first hand industry knowledge, keeping on track with a 30,000ft view of your project, and tech trends Brokers should be watching for.

NETTRAKK Website: www.nettrakk.ca
NETTRAKK Facebook: @nettrakk
Wendy Meier's Website: www.wendymeier.ca
Wendy Meier's LinkedIn: @WendyMeier
***

WATCH
▶️ Watch this episode on YouTube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
34min
November 08, 2024 50: Top DLC Team in Canada to Broker Owner with ABW Mortgages' Dean Lawton
In this episode, we're joined by Dean Lawton. Dean is a Partner at A Better Way Mortgage Group within the DLCG Network from Vancouver, BC, and has been in the industry since 2013. A Better Way Mortgages is one of the largest brokerages in Western Canada, producing over $3 billion in mortgage volume annually, and is also the only brokerage in Canada giving brokers the choice of aligning with 2 of Canada's largest networks: Dominion Lending Centres or Mortgage Architects. Dean is also a Partner at Thrive Mortgage Co., which specializes in business-owner relationships and investment portfolios.

In this episode we cover:
→ Dean's journey in the mortgage industry, the change in mindset in going from Broker to Partner, and how to support individual agents at an agnostic brokerage.
→ If mortgage conferences are worth the ROI, implementing process changes in your business, and the human touch in building client relationships.
→ AI & becoming advanced with mortgage tech, the Canada/US tech divide, and the increase in industry regulations & AML.

ABW Mortgages Website: www.joinabw.ca
ABW Mortgages Instagram: @abetterwaymortgages
ABW Mortgages LinkedIn: @ABetterWayMortgages
Dean Lawton's Instagram: @thedeanlawton
Dean Lawton's LinkedIn: @DeanLawton
The Mortgage Broker Podcast: @MortgageBrokerPodcastNetwork
***

WATCH
▶️ Watch this episode on YouTube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
32min
November 01, 2024 49: Journey from Broker to Dominant Tech Player with Newton's Geoff Willis
In this episode, we're joined by Geoff Willis. Geoff is the President & CEO at Newton Connectivity Systems from Vancouver, BC, who's been in the mortgage business for 35 years, with the past 10 focused on Fintech. Newton Connectivity Systems delivers flexible and innovative mortgage technology solutions to some of Canada’s most successful lenders and Mortgage Brokers, including popular products like Velocity, Discovery, and Link.

In this episode we cover:
→ Geoff's journey from Broker to fintech platforms, how necessity driving change, the notion of independence in the mortgage industry, and playing to your strengths.
→ The next big thing in mortgage tech, it's optimization, and how it will become industry standard in the next few years.
→ Velocity's "TSN Turning Point" in 2020, how it became an all-in-one tool, if it's a stand-alone tech company or DLC service provider, and drawing a line with your product options.

Newton's Website: www.newton.ca
Newton's Instagram: @velocity.newton
Newton's LinkedIn: @NewtonConnectivitySystems
Geoff Willis's LinkedIn: @GeoffWillis
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
38min
October 25, 2024 48: Inflation is Dropping, Amortization Simulator, National Mortgage Conference
In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada.

In this episode I cover:
→ The new tool from Mortgage Logic News, an amortization simulator and term calculator, if it's worth the ROI, and if I think it will become mass adopted among Brokers.
→ The drop in inflation, what this means for rates moving forward, and building back consumer trust with variable rates.
→ The upcoming National Mortgage Conference in Montreal, how keep from getting overwhelmed with information, and what you should be focused on.
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
15min
October 18, 2024 47: Deep Dive on AML Solutions
In this episode, I deep dive into 3 different deal submission platforms, Scarlett, Finmo, and Velocity, and how they stack up against each other in regards to tools for the new AML (anti-money laundering) regulations.

In this episode I cover:
→ What platforms are being featured and why.
→ 3 criteria of assessment for each platform - risk assessment, know your client, and PEP, politically exposed persons.
→ What more regulations mean for the industry in the long run.
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
20min
October 11, 2024 46: New Stress Test Rules, AI Panel at CMS, Top Growing Companies, & Executive Moves at Tech Companies
In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada.

In this episode I cover:
→ Being a part of a technology & AI panel at the recent Canadian Mortgage Summit (CMS), and how the shine of AI is coming off.
→ BluRoot being on the recent Globe & Mail list of the top growing companies in Canada, and what those in the mortgage space on that list have in common.
→ More shake up at the executive level of top mortgage tech companies in Canada, this time at Lendesk, what I think think this means, and new stress test rules.
***

WATCH
▶️ Watch this episode on Youtube
***

CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
...more
14min

FAQs about Mortgage Tech Talks:

How many episodes does Mortgage Tech Talks have?

The podcast currently has 55 episodes available.

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