Mar 21 2025 17 mins 1
In this episode of Mortgage Tech Talks, we break down one of the most common questions mortgage brokers have: Should you be using workflow automation tools like Zapier, Make (Integromat), or N8n in your business?
Here’s the thing—automation tools can save time and boost efficiency, but most brokers either avoid them entirely or hire someone to build complex systems they can’t maintain. That’s a problem.
Tom dives into:
- What these tools really do
- Pros and cons of the top platforms
- Real-world examples from the mortgage industry
- A checklist to know if automation is right for you
⏱ Timestamps
00:00 – Why most brokers struggle with automation
01:09 – What are workflow automation tools?
02:32 – Real-world example: Calendly + Zapier + Twilio
05:44 – Automation for CRM integration (Mortgage use case)
06:42 – Should you do it yourself or hire someone?
07:13 – Zapier: Pros, cons, and pricing
10:06 – Challenger tools: N8n and Make
13:00 – Visual walkthrough of Make (Integromat)
14:13 – Summary of the three tools compared
14:35 – Do YOU actually need automation?
16:19 – The checklist: Is it worth it for YOUR business?
🔧 Whether you’re a tech-savvy broker or just getting started, this episode helps you decide if it’s time to roll up your sleeves—or save your money.
Got questions? Drop them in the comments!
#mortgagetech #workflowautomation #mortgagebroker #zapier #crmtips #mortgagemarketing #automationtools #mortgagebusiness
