Mortgage Tech Talks

By Tom HallTechnology

Mortgage Tech Talks episodes

June 28, 2024 31: Internet Phone - Do You Need One?
In this episode, Massimo and I discuss internet phones and why you should consider using one for your business.

In this episode we cover:
→ How internet phones work, what to look for in an internet phone, and if you should be using one.
→ The importance of integration with CRM systems, call quality, and ease of use.
→ Pricing models of various companies, reviews of RingCentral, GoToConnect, Croo, and Zoho Voice, and the auto-dialer app Phone Burner.
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***
27 min
June 21, 2024 30: How to Run Top-Notch Webinars
In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business.

In this episode we cover:
→ What to look for in a webinar application.
→ The differences between webinar applications like Zoom, Zoho Webinar, and other softwares.
→ The intersection of quality, integration, and cost.
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***

CONNECT
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***

SAY THANKS
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***
26 min
June 14, 2024 29: How Ryan Wiley "Burned the Boats" to Become a Top Provider in the Mortgage Industry
In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game" podcast, and for the past 2 years has been a coach who's goal is to help Mortgage Brokers grow their business and live their best life.

In this episode we cover:
→ How Ryan built his mortgage business, linking online webinars with value adds for referral partners, and why Ryan transitioned from being a Mortgage Broker,
→ Building SAAS, software as a service, companies, and partnering with Jason Henneberry for The VIP Club and Strategy Hub.
→ The difference between the mortgage tech markets in Canada and the US, the importance of data, and how Ryan was able to take so many professional risks over his career.

Strategy Hub Website: www.get.mystrategyhub.ca
The VIP Club Website: www.thevipclub.io
Ryan Wiley's Website: www.iamryanwiley.com
Ryan Wiley's Instagram: @iamryanwiley
Ryan Wiley's LinkedIn: @RyanWiley
The Mortgage Game Podcast: https://wavve.link/mortgagegame
***

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▶️ 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
***
43 min
June 07, 2024 28: How to Optimize Your Website For Your Mortgage Business
In this episode, Massimo and I discuss how you can optimize your website based on the type of business you run, and how they're very important for your business and credibility.

In this episode we cover:
→ Websites provided to Brokers from their brokerage, rate shop website optimization, and referral based website optimization.
→ The cost of building a custom site, the importance of the domain, and making sure it's mobile friendly.
→ Ad words for Google Ads, putting interest rates and awards on your site, and what to consider if you have a chat function.
***

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▶️ 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
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***
28 min
May 31, 2024 27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug Adlam
In this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing by 40x, it eventually lead to a merger with Axiom Mortgage Solutions which was re-branded nationally to Indi Mortgage - The Independent Mortgage Company in 2024.

In this episode we cover:
→ The research he does when looking at new tech, understanding contracts with brokerages and networks, and designing your business with an exit strategy.
→ What led to the founding of Finmo, how they stayed true to their company values, and why it was important to disrupt the Canadian mortgage tech industry.
→ The next tech disruption in mortgages, open banking, and the link between tech start-ups and regulations.

Indi Mortgage Website: www.indimortgageontario.ca
Doug Adlam's LinkedIn: @DougAdlam
***

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▶️ Watch this episode on Youtube
***

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

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
36 min
May 24, 2024 26: How a Top 25 Broker is Sharing His "Secret Sauce" with All Brokers with Origin Mortgage's Kyle Green
In this episode, we're joined by Kyle Green. Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, and has been a Top 25 Broker in Canada since 2017 (volume funded), and a Top 10 Broker in DLC. Kyle is also the Founder of Greenwealth Capital, which helps people grow their real estate portfolio, and his newest venture is developing an underwriting software, Mortgage Atlas, that would revolutionize mortgages as we know it.

In this episode we cover:
→ What led to the creation of a new underwriting software, Mortgage Atlas, how current underwriting does not serve the client's best interest, and how this can be a game changer for Mortgage Brokers and Agents.
→ Why he chose to focus on real estate investing as his niche, how niching can lead you to success, and how you can use niche tools to add value for your clients and referral partners.
→ How he found the best system for scaling his business, and why mistakes happen from systems, not people.

Mortgage Atlas Website: www.mortgageatlas.ca
Kyle Green's Mortgage Atlas Email: [email protected]
Origin Mortgage Website: www.originmortgages.ca
Kyle Green's Origin Mortgage Email: [email protected]
Greenwealth Capital Website: www.greenwealthcapital.ca
Kyle Green's LinkedIn: @KyleGreen
Kyle Green's Instagram: @kylegreen_14
***

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
🟢 Leave a rating on Spotify
***
40 min
May 17, 2024 25: How to Go From a Solopreneur to a $100M+ Broker with BrokerSquared's Christian Amurao
In this episode, we're joined by Christian Amurao. Christian is the Founder and Executive Director of the Open Doors Mortgage Team from Surrey, BC, and has been in the mortgage industry for over 15 years. Christian is also a Co-Founder of the brokerage BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers.

In this episode we cover:
→ Using systems and processes to successfully grow a team.
→ Working on and not in your business and integrating new systems.
→ And the pros and cons of all-in-one vs specialized programs.

Open Doors Mortgage Team Website: www.odmt.ca
Open Doors Mortgage Team Instagram: @opendoorsmortgage
Open Doors Mortgage Team YouTube: @Opendoorsmortgage
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)
***

SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
30 min
May 10, 2024 24: Most Under-Rated Social Media Hacks with BluMortgage's Maryah Diulia
In this episode, we're joined by Maryah Diulia. Maryah is a Sales and Marketing Lead at BluMortgage from Toronto, Ontario, who's done a little bit of everything at BluMortgage in her 2.5 years at the company.

In this episode we cover:
→ The new trend of social media sites as search engines and the benefits of narrowing down to a niche.
→ Improving your organic reach with Instagram's collaboration feature, and what to post for reels versus stories.
→ The newest feature being pushed on all social platforms, going "live", and tips to get started.

Maryah Diulia's Linkedin: @MaryahDiulia
Maryah Diulia's Instagram: @maryahfromblu/@maryahdiulia
***

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
***
26 min
May 03, 2024 23: Numbers Don't Lie with Vetter Consulting's Craig Vetter
In this episode, we're joined by Craig Vetter. Craig is the Owner of Vetter Consulting from Delta, BC, which has been helping Mortgage Brokers build better businesses with 1-on-1 coaching since 2014. In 2023, Craig's clients funded over $650 million, while also improving their client service, systems, and processes.

In this episode we cover:
→ Balancing tech with the human touch, having a service mindset, and "eating the frog" to get through difficult tasks.
→ Improving systems and processes through tech, and the compound effect of standardizing and optimizing.
→ Using data to make more money by tracking efficiency, protect your time, and to have business moving conversations.

Vetter Consulting Website: www.vetterconsulting.ca
Craig Vetter's Email: [email protected]
Craig Vetter's LinkedIn: @CraigVetter
***

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
***
35 min
April 26, 2024 22: 5 Tools to Help You Take Time Off
In this episode, Massimo and I discuss quick wins you can implement into your business to be able to take a proper vacation and not have to be attached to your phone.

In this episode we cover:
→ Setting expectations for referral partners, clients, and co-workers for while you are away.
→ Email inbox management and the bigger push from brokerages to make deal dests.
→ Tricks for iPhones, keeping your bottleneck from halting your business, and having your pipeline stay full while on vacation.
***

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
***
25 min