In this episode of Mortgage Tech Talks, we set out to uncover AI tools built specifically for mortgage brokers. But what started as a simple research mission turned into a much bigger realization: there aren’t really standalone AI tools just for brokers—and maybe that’s the point.

Instead, we explore how brokers are actually using tools like ChatGPT, Fathom, and voice AI dialers, and why the future of AI in the mortgage industry might be less about new standalone apps and more about embedding AI capabilities into existing platforms like Velocity and BluMortgage.

If you’ve ever wondered “What AI tools should I actually be paying attention to as a mortgage broker?”—this is the episode for you.

0:00 – Why AI still needs context (it’s not end-to-end, it’s “middle-to-middle”)

👉 If you found this discussion valuable, don’t forget to like, subscribe, and drop a comment with your thoughts on AI in the mortgage space. Do you think we’ll see broker-specific AI tools, or will ChatGPT and existing platforms be enough?

In this episode of Mortgage Tech Talks, we dive deep into the latest developments shaping Canada’s mortgage, real estate, and business landscape. From how top influencers are dominating both social media and deal volume, to surprising leadership moves at Quest Mortgage, to Brookfield’s $2.9B acquisition of First National — we go beyond the headlines to explore what these changes really mean for mortgage professionals.

Whether you’re a broker, lender, or real estate pro, you’ll walk away with insights on market dynamics, influencer strategy, and the forces shaping Canada’s largest financial players.

Timestamps:

If you found this valuable, please share it with your colleagues and peers in the industry. It helps us grow the Mortgage Tech Talks community and continue delivering relevant, no-fluff insights.

#MortgageIndustry #CanadianRealEstate #MortgageBroker #RealEstateCanada #IndustryUpdate

In this episode of Mortgage Tech Talks, we explore one of the most exciting new AI advancements — ChatGPT’s Agent Mode — and why it’s a potential game-changer for mortgage brokers, real estate professionals, and anyone in the housing industry.

You’ll see a live demo where Agent Mode goes beyond just answering questions — it literally opens a virtual desktop, clicks through RBC’s affordability calculator, uses Ratehub, researches home prices, and even starts booking appointments with mortgage brokers and real estate agents… all on its own.

We’ll break down:

What Agent Mode actually is

How it works (live example)

The opportunities and risks for mortgage brokers

Why human trust will always be irreplaceable

How to position yourself so AI chooses you in the future

Whether you’re tech-curious or already deep in AI tools, this is a must-watch to see where the industry is headed.

Timestamps:

MORTGAGE TECH INDUSTRY UPDATE – Summer's Not So Slow After All 🚨

We revisit past stories, assess how they’ve played out, and challenge some of the industry’s assumptions around whether building great tech is really enough to win in today’s market.

📌 Key Themes Covered:

Is "great tech" enough for brokerages?

M3’s broker-first claims – marketing or mission?

Pineapple’s stock surge – real growth or financial maneuvering?

Pine’s Properly tool vs. HouseSigma – feature-by-feature breakdown

Strategic bets: should platforms serve brokers, broker-owners, or borrowers?

⏱ Timestamps

📣 If you’re in mortgage tech, you need to watch this.

#mortgagetech #brokeragegrowth #canadianmortgage #fintechnews #mortgagebroker

In this episode of Mortgage Tech Talks, I sit down with Tyler Cameron, Founder & CEO of wrksourcing, to talk about the real path from chaos to clarity in entrepreneurship.

We break down:

Why being a visionary isn’t enough anymore

The difference between a VA and a true integrator

What brokers actually need to scale

How to adopt tech (without getting lost in the noise)

Why FOMO is hurting entrepreneurs more than helping

Whether you're a solo mortgage broker or leading a growing team, this episode will help you understand when it’s time to stop doing everything yourself — and how to bring on the right kind of help to grow without burnout.

👇 Skip to the parts that matter most:

Timestamps:

00:00 – Why Visionaries Need Integrators

📌 Like this episode?

📞 Connect with Tyler:

How Mortgage Brokers Should Use Summer to Get Ahead (And Avoid AI Overwhelm)

In this solo episode of Mortgage Tech Talks, Tom Hall gets tactical on how mortgage brokers can use the slower summer months to reset, refocus, and retool. From confidently taking time off to building systems, cleaning up your business backend, and diving deep into AI (instead of chasing every new tool), this is the episode you didn’t know you needed.

If you’re feeling the pressure to “keep up” with AI or wondering how to finally take a guilt-free vacation, listen up.

👇 FULL EPISODE TIMESTAMPS BELOW:

⏱️ TIMESTAMPS

In this episode of Mortgage Tech Talks, I’m not just talking about AI... I’m showing you exactly how to use it. I walk you through three powerful ChatGPT prompts (plus a bonus fourth) that you can copy and paste today to actually grow your mortgage business.

Most people are still using AI the way they used Google — and that’s a huge mistake.

You’ll learn:

How to generate new business in a tough market using AI

The single most effective way to write ChatGPT prompts

How to use different GPT models depending on your goals

5 time-saving ways to automate your workflow as a mortgage broker

And how ChatGPT can help you structure complex deals like a pro

If you’re in the mortgage industry and want to save time, close more deals, and finally get value out of these tools — this episode is for you.

📍 Timestamps:

00:00 – Intro: Why this is the most tactical episode yet

If this gave you some ideas, let me know in the comments — or just try one of the prompts I shared and see what happens.

Let’s stop talking about AI in theory… and actually start using it to grow our businesses.

– Tom

#MortgageBroker #MortgageTech #ChatGPT #AIforBusiness #GPT4 #MortgageMarketing #RealEstateTech

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

🔗 Connect with Rich Spence

LinkedIn: @richspence3

✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.

#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers

In this episode of Mortgage Tech Talks, Tom sits down with Karen Wilson — founder of Broker Complete and VP of Training & Operations at DLC Elite Team — to unpack what truly drives success in today’s mortgage industry: trust, accountability, community, and process efficiency.

Karen shares her journey from running a successful fitness business to becoming a leader in the mortgage world, drawing powerful lessons about relationship-building, creating accountability structures, and optimizing your business for long-term growth.

If you’re a broker looking to strengthen your client relationships, scale your business, and implement more effective systems — this conversation is packed with practical insights.

👉 Follow Karen on Instagram: https://www.instagram.com/brokercomplete/

Timestamps:

00:00 – Why trust is the most valuable currency in today’s mortgage industry

In this episode of Mortgage Tech Talks, I’m pulling back the curtain on everything I’ve learned building BluMortgage—and what I’d do differently if I were starting from scratch today.

I’m walking you through how I’d think about:

Whether you’re in mortgage tech or any kind of SaaS, this episode will give you a fresh framework to think about how to build and scale your next product.

👇 Full timestamps below — enjoy the episode and leave a comment if you’d take a different approach!

Timestamps:

👍 If you enjoyed this episode, hit Subscribe for more weekly insights from the world of mortgage tech and SaaS.

#MortgageTech #SaaSBusiness #FinTech #BluMortgage #AIInBusiness