Mortgage Tech Talks

By Tom HallTechnology

Mortgage Tech Talks episodes

September 06, 2024 41: How to Solve the Mortgage Industry's Biggest Problems with Industry Leader Jason Henneberry
In this episode, we're joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible, and BrokerHQ, while also being the co-founder and COO of Tango Financial, which funds $4.5 billion annually in mortgages. His newest tech venture is Nrture, an all-in-one database marketing service to nurture your client list.

In this episode we cover:
→ How to transition from being a solo Broker to other projects, how to find and keep talented people, and your most valuable asset.
→ How LenderSpotlight was developed, marketed, and why it was given away for free, the difficulties of launching a product, and why you need to figure out who your customer is.
→ The end of tech euphoria in the real estate industry, and how Jason is building tools and services to address new industry gaps with Strategy Hub and The VIP Club, and the launch of the new database marketing service, Nrture.

Strategy Hub Website: www.strategyhub.ca
VIP Club Website: www.thevipclub.io
Nrture Website: www.nrture.io
Tango Website: www.tangofinancial.ca
Jason Henneberry's LinkedIn: @JasonHenneberry
Jason Henneberry's Instagram: @jasonhenneberry
Jason Henneberry's Facebook: @JasonHenneberry
***

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***

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***
39 min
August 30, 2024 40: Practical AI Tips, Build Your Brand, and Find Focus with Marketing Guru Nathan Yeung
In this episode, we're joined by Nathan Yeung. Nathan is the Vice President, CMO Services at Find Your Audience Marketing Partner from Vancouver, BC, a fractional marketing team for B2B SaaS businesses. Nathan leads teams of marketing managers, graphic designers, media buyers, coordinators, and freelancers to develop and implement marketing strategies for organizations across various industries. With experiences in finance, management consulting, and marketing, he's designed a marketing service that solves businesses most common marketing problems.

In this episode we cover:
→ Nathan's career and Find Your Audience, how to know when to switch priorities in your business, and the intersection of skill, success, and fulfilment in finding your path.
→ How he's using generative AI and how you should be thinking of it, how to distinguish which tech tools are useful for your business, and the Broker advantage with tech.
→ What Brokers should look to do with their marketing, focusing/niching down and targeted marketing, and the importance of building trust.

Find Your Audience Website: www.findyouraudience.online
Find Your Audience LinkedIn: @FindYourAudience
Nathan Yeung's LinkedIn: @NathanYeung
Nathan Yeung's Instagram: @fya.marketingbytes
***

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***

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***

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***
31 min
August 23, 2024 39: Market Update - Major Network Drops a Cool New Product | Finmo Feature Updates
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:
→ Centum's Mortgage Monitor, home auto-valuation models or AVMs, and the difference between Canada and the US when it comes to AVMs.
→ How networks are playing in technology in how they're using it, and the increase in value-add services to Agents that are agnostic to deal submission platforms.
→ A new update in Finmo, what it says about their possibly changing methodology, and the all-in-one tool vs. best in class.
***

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***

SAY THANKS
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***
14 min
August 16, 2024 38: Why Focus is So Important with Massimo (Where Did He Go?)
In this episode, Massimo and I discuss where he's been the past few weeks, what led to his shift in focus, and what's next for him and Cloven CRM.

In this episode we cover:
→ The benefits of a single focus, when you've hit the point to stop splitting your focus, and how you can narrow your focus.
→ What to think about in personal vs company branding, what works better, and how it can benefit you.
→ Massimo shifting his focus to solely be on the Cloven CRM for Financial Advisors, and the importance of having good team members.

Cloven CRM Website: www.cloven.ca
Massimo Ianniruberto's LinkedIn: @MassimoIanniruberto
Massimo Ianniruberto's Instagram: @masslovescrm
***

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CONNECT
▶️ Connect on YouTube (Tom)
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***

SAY THANKS
🙏 Leave a review on Apple Podcasts
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***
27 min
August 09, 2024 37: How the Broker Chanel Has a HUGE Tech Advantage with Compare My Offers' Jeff Ingram
In this episode, we're joined by Jeff Ingram. Jeff is a Co-Founder & Mortgage Broker at Ingram Mortgage Team from Surrey, BC, and has been in the mortgage industry for 15 years. Jeff is also a Co-Owner of Compare My Offers, the first tool of its kind where Brokers can educate clients on the differences between lenders and products and show them the value of using a Mortgage Broker. He is also a Co-Founder of both Co-Brokr Investments Ltd., and BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers.

In this episode we cover:
→ Jeff's experience being a beta user for multiple tech tools, balancing the Broker and client experience with tech, and trusting client feedback on what he adapts permanently to his business.
→ The huge competitive advantage the Broker channel has over the banks when it comes to tech feedback loops and speed of implementation, how this has led to the growth of their company Compare My Offer, and the next steps for the business.
→ His in-person co-brokering space Co-Brokr, which has been a huge advantage to his team and fostered collaboration among Brokers from multiple brokerages, and the importance of having the right partners for all his teams and business ventures.

Ingram Mortgage Team Website: www.ingrammortgageteam.com
Ingram Mortgage Team Instagram: @ingram.mortgage.team
Ingram Mortgage Team Facebook: @Ingram.Mortgage.Team
Compare My Offers Website: www.comparemyoffers.ca
BrokerSquared Website: www.brokersquared.ca
BrokerSquared Instagram: @broker.squared
***

WATCH
▶️ Watch this episode on Youtube
***

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

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
33 min
August 02, 2024 36: Broker, Lender AND Technologist - How This Rising Star Does it All with Lendwire's Shawn-Marc Melo
In this episode, we're joined by Shawn-Marc Melo. Shawn-Marc is the Founder & Principal Broker at Lendwire Inc. from Ontario, a leader in Canada's new FinTech initiative in the mortgage space. Lendwire combines multiple branches of a brokerage, a lender, and they are also moving into the tech space. This model allows them to use capital from the brokerage and lending branches to fund their tech, as it's becoming increasingly difficult to get funding.

In this episode we cover:
→ How the Lendwire branches function together, why he felt it was necessary to have multiple branches, and why this is a unique model in Canada.
→ Predictions for the next decade and taking advantage of tech trends, differentiating from the competition, and what's gone into the Lendwire App.
→ His mindset about tech and why execution is the key to success.

Lendwire Website: www.lendwire.com
Lendwire Instagram: @lendwire
Lendwire LinkedIn: @lendwire
Shawn-Marc Melo's Email: [email protected]
Shawn-Marc Melo's LinkedIn: @smarcmelo
***

WATCH
▶️ Watch this episode on Youtube
***

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

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
39 min
July 26, 2024 35: Market Update - Exciting Innovation and Practical Tips
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:
→ MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this.
→ Finmo adding more integrations and what you can try out today.
→ How challenging market conditions can create new innovations, which is highlighted with OwnWell and BrokerBot creating new ways to engage with clients.
***

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***

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

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
14 min
July 19, 2024 34: Market Update - Rocket Mortgage/BRX, CMLS/Nesto, & Axess Law/Velocity
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 Rocket Mortgage & BRX partnership and what it could mean for Brokers.
→ Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud.
→ The Axess Law & Velocity partnership and what this could mean for mortgage regulation with solicitors.
***

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***

SAY THANKS
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***
14 min
July 12, 2024 33: Market Update - AML, Pine/WealthSimple, & Neo/DLC
In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada.

In this episode I cover:
→ The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year.
→ The Pine & Wealthsimple partnership.
→ The DLC & Neo Financial partnership.
***

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***

CONNECT
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***

SAY THANKS
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***
13 min
July 05, 2024 32: How a Two-Time Tech Founder Thinks About AI with Deeded's Reuven Gorsht
In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable, and transparent.

In this episode we cover:
→ The AI powered Mortgage Broker, comparing AI to the .com boom of the '90s, and the future of AI.
→ The cost of a closed mind, no 'red pill' solutions, and opportunities for innovation in the mortgage industry.
→ Focusing on solving customer problems, the tech advantage individual Brokers have over the banks, and the difference between working with individuals vs big companies.

Deeded Website: www.deeded.ca
Deeded Instagram: @deeded.ca
Reuven Gorsht's Email: [email protected]
Reuven Gorsht's LinkedIn: @ReuvenGorsht
Reuven Gorsht's TikTok: @reuvengorsht
Reuven Gorsht's Instagram: @rgorsht
***

WATCH
▶️ Watch this episode on Youtube
***

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

SAY THANKS
🙏 Leave a review on Apple Podcasts
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***
35 min