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

In this episode of Mortgage Tech Talks, Tom breaks down the biggest shifts happening in Canada's mortgage technology landscape — from major lender-platform disconnections to what AI could mean for the future of mortgage app development.

We cover:

Why top lenders are cutting ties with major tech platforms

Real examples of platform incentives (like free trips) and their long-term strategy

A powerful update from Ben Salami (Canadian Mortgage App) and why his coding approach is a game-changer

The potential of AI tools like ChatGPT to empower non-coders to build game-changing tools

If you're a mortgage professional, lender, tech builder, or just love staying ahead of the curve in this space—this one’s for you.

👇 Timestamps

🔔 Don’t forget to like, comment, and subscribe for more weekly insights on mortgage tech, tools, and trends.

#mortgagetechnology #mortgagebroker #canadianmortgage #mortgageplatforms

If your brokerage went under tomorrow—would your business survive?

In this episode of Mortgage Tech Talks, Tom breaks down a powerful video from Ron Butler that’s making waves across the mortgage industry. From ownership of your domain and CRM to warning signs your brokerage might be in financial trouble, this episode is a wake-up call for brokers in Canada.

Timestamps:

00:00 – Why every broker must own their domain, inbox, and CRM

Whether you’re a new broker or a seasoned pro, this episode gives you practical advice to bulletproof your business—and insights on how the industry is evolving in real time.

#mortgagebroker #mortgagetech #canadianmortgages #realestatecanada #mortgageadvice

Let me know if you'd like a shorter version for Spotify or LinkedIn as well.

In this episode of Mortgage Tech Talks, Tom dives deep into one of the most practical AI tools available to mortgage brokers today: AI-powered note-taking bots.

You’ll learn how tools like Fathom, Fireflies, and Otter are transforming how brokers run client meetings, track follow-ups, and stay compliant — all while saving time and improving client service. Tom breaks down the exact features that make these tools game-changers, how to integrate them with your CRM for max efficiency, and which platform fits your workflow best.

If you're a mortgage broker, financial advisor, or service-based professional running multiple meetings per week — this tech is a no-brainer.

🔧 Want to automate your notes, track commitments, and improve compliance? Start here.

📍 TIMESTAMPS

00:00 – Why handwritten notes still matter — and how AI note-takers complement them

✅ Keywords: mortgage broker technology, AI note taker, Fathom vs Otter vs Fireflies, best note-taking app for mortgage brokers, CRM integration, meeting productivity tools, compliance tools for brokers, AI meeting summaries, automate meeting notes

🔔 Like what you heard?

#mortgagebroker #aitechnology #productivitytools #fintech #mortgagetech

In this episode of Mortgage Tech Talks, we pull back the curtain on a multi-million dollar secret most mortgage brokers never think about: your deal submission platform isn’t really free—and the reason why explains almost everything happening in the mortgage tech world today.

You’ll learn how lenders fund the systems you use, how that affects your brokerage’s software decisions, and what the future might look like in an AI-driven world.

Whether you're a broker, lender, or tech enthusiast—this is the episode that connects all the dots.

0:00 – Smaller brokerages building their own tech “pipes”

#mortgagetech #mortgagebroker #fintech #mortgageindustry #mortgageautomation

In this episode of Mortgage Tech Talks, Tom dives into the future of Canadian housing—and shares a bold theory: government-built homes might just become a new asset class.

He also breaks down the latest in mortgage tech innovation, including a deep review of Pineapple Plus, the all-in-one platform making waves in the broker space. Plus, he covers big leadership moves in the mortgage industry and what they could mean for tech adoption across brokerages.

Whether you're a mortgage broker, industry insider, or just want to stay ahead of what's next in real estate, this episode is packed with insight.

📌 Timestamps:

00:00 – Will government-built homes become a new asset class?

💡 Like this episode? Subscribe and comment your thoughts on government-built housing or all-in-one tech platforms for brokers. Your feedback helps shape future discussions!

#mortgagebroker #realestatecanada #mortgagetech #canadianhousing #mortgagepodcast #realestateinvesting #brokerlife

A bloated feature list doesn’t mean better tech.

Carter shares how Finmo went from idea to industry leader by focusing on user experience, simplicity, and doing fewer things better.

They cover:

If you’ve ever asked “why can’t my tech just work?”, this episode is for you.

TIMESTAMPS:

Connet with Carter Zimmerman

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