Mortgage Tech Talks

By Tom HallTechnology

Mortgage Tech Talks episodes

April 19, 2024 21: Browser Extensions - Pain Killers or Vitamins?
In this episode, Massimo and I discuss how browser extensions can impact your web browser experience, their practical benefits, and how they could become more essential moving forward.

In this episode we cover:
→ Popular browser extensions we use that could benefit Brokers including screen shots and phone diallers.
→ How a password managing extension can greatly enhance your security.
→ Will there ever be a must-have browser extension that you couldn't work without.
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SAY THANKS
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***
18 min
April 12, 2024 20: Pushing the Limits of Broker Tech with BluMortgage Power User Stephen Green
In this episode, we're joined by Stephen Green. Stephen is the Owner of Stephen Green Mortgages and the Leader of The Financial Collective from Kitchener, Ontario, who spent 25 years at the bank before become a Broker in January of 2023. Stephen has also hosted "The Green Effect" podcast since 2018, and is a power user of BluMortgage, integrating tech as much as possible in his process.

In this episode we cover:
→ Why he left the bank and the advantages that have come with being a Broker.
→ How he has integrated BluMortgage, his tech stack, and his mindset when it comes to implementing tech into his business.
→ AI and what it can and can't do (yet), and advice to those starting out in the industry.

Stephen Green's Website: www.lendmemoney.ca
Stephen Green's LinkedIn: @SGMortgageAdvice
Stephen Green's Instagram: @sgmortgageadvice
Stephen Green's YouTube: @sgmortgageadvice
Listen to "The Green Effect" here.
***

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
***
28 min
April 05, 2024 19: The Journey of Building the #1 Finance App on the App Store with Canadian Mortgage App Founder Ben Salami
In this episode, we're joined by our very first guest, Ben Salami! Ben is the Founder and CEO of Bendigi Technologies and the Canadian Mortgage App (CMA). The Canadian Mortgage App is a mobile app that helps home buyers, homeowners, real estate agents, and mortgage brokers easily navigate the complexity of mortgages, and has been downloaded over a million times.

In this episode we cover:
→ The development and challenges of creating the Canadian Mortgage App and where it's going next.
→ Keys to making a successful app including providing value, monetizing and growth, developing app features, market feedback, and advice for anyone wanting to make their own app.
→ The mental fortitude and vision belief to stay the course, balancing new projects, and the investing in your business mindset needed to grow.

Bendigi Technologies Website: www.bendigi.com
Canadian Mortgage App Website: www.canadianmortgageapp.com
Ben Salami's LinkedIn: @BenSalami
Ben Salami's Instagram: @bendigi
***

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
***
32 min
March 29, 2024 18: Should You Build Your Own Software Product?
In this episode, Massimo and I discuss building your own proprietary software, either on the brokerage, team, or individual level, and if it's something you should consider or if it's a shiny object.

In this episode we cover:
→ Why brokerages build their own software products and if they're successful.
→ Successful known software that started out build by individual teams.
→ And the investment needed of both time, money, and skill that is required to do this.
***

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
***
23 min
March 22, 2024 17: How to Start Email Marketing to Your Database
In this episode, Tom & Massimo discuss the strategy of email marketing to a Mortgage Broker's database, and different types of tools that you can use for this concept.

What was discussed:
→ The points of friction which deter Brokers from using this strategy.
→ The importance of email deliverability.
→ And the pros and cons of 4 different types of tools Mortgage Brokers can use.
***

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
***
28 min
March 15, 2024 16: How Deal Submission Platforms Make Money
In this episode, Tom & Massimo discuss how deal submission platforms make their money and how this affects Mortgage Brokers and their businesses.

What was discussed:
→ The history of submission platforms and their economic model.
→ The growing of exclusive partnerships with lenders and brokerages/networks.
→ What they will do to keep Brokers using their platforms.
***

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
March 08, 2024 15: Don't Get Trapped! Own Your Own Domain
In this episode, Tom & Massimo discuss the importance of owning your own domain for both your website and email hosting for your business, and how setting it up is much easier than you think.

What was discussed:
→ How owning your domain can make you appear more professional and give you freedom for your business.
→ The do's and don't's for choosing a domain name.
→ And the simple steps to setting up your domain for website and email hosting.

Learn how to set up your domain here: https://ca.godaddy.com/help/domains
***

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
***
22 min
March 01, 2024 14: Document Portals & Online Applications - Increase Your Security & Efficiency
In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience.

What was discussed:
→ What document portals and online applications are and their best features and practices.
→ They enter the debate of if they should require logins for clients to access.
→ And touch on platform integrations and power dynamics in the Canadian mortgage industry.

Check if your email has been hacked here: www.haveibeenpwned.com
***

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
February 23, 2024 13: Automation vs AI...What's the Difference?
In this episode, Tom & Massimo explain the differences between automation and AI, artificial intelligence, and why it's important to understand the nuances to make the most of them in your business.

What was discussed:
→ What automation and AI are and how they work.
→ Generative AI and when it makes sense to use it.
→ And what could be the future for automation and AI.
***

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
***
23 min
February 08, 2024 E12: Mortgage Marketing for Spring 2024
It's only 1 month into 2024, and it's already been a crazy start to the year.

We are seeing a level of optimism and activity that hasn't been around for months. But is this translating to more business as a mortgage broker?

We discuss this in the episode, as well as marketing tips to A) convert leads in this environment and B) how to educate your clients and partners to make sure you're not left in an awkward position.

Follow our hosts
https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/
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26 min