Mortgage Tech Talks

In this episode, I share 3 specific tech tools I have my eye on for 2025, and why you should also be considering them for your business. In this episode I cover:→ Smart scheduling with AI-powered calendar, Reclaim.ai.→ Document scanning tools, if they should be done by third party companies or deal submission platforms, and who should be paying for it, lenders or agents.→ T

In this episode, I try to forecast 3 big trends that we will see in Canadian mortgage tech in 2025, and what that says about the state of the industry and where it's headed. In this episode I cover:→ How the pendulum has swung with how people think of software in the mortgage industry and is moving towards consolidation.→ Brokers & Agents shifting to different types of le

In this episode, we're joined by Bekim Merdita. Bekim is the EVP and a Founding Team Member of Rocket Mortgage Canada from Windsor, Ontario, which originally launched as Edison Financial in 2020. Edison Financial rebranded to Rocket Mortgage Canada on August 8, 2022, doing business under the brand Rocket Mortgage™️ throughout the country. In 2023, Rocket Mortgage Canada also be

In this episode, I deep dive into my top 3 email templates that have the highest open rates, between 70-90%, what they look like, and how you can use them. In this episode I cover:→ Templates for a referral source.→ Templates for meetings/in-person events.→ Templates for new leads. *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom)

In this episode, we're joined by Dong Lee. Dong is the CEO of Axiom Innovations Inc. from Mississauga, Ontario, who has over 25 years of experience in the mortgage lending and brokering industry. His career extends from bank management with TD, being a BDM with Scotiabank & CMHC, VP of Mortgage Architechs, COO of DLC, and even the 26th Chair of the Board of MPC, leading to a we

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:→ How AML is shaking up the tech used by brokerages and agents alike.→ Tech themes from recent mortgage conferences including AI, deepfakes & fraud, and password management.→ Scarlett doubling down on client exper

In this episode, we're joined by Wendy Meier. Wendy is a Mortgage Agent at The Mortgage Centre Sky Financial and a National Sales Executive at NETTRAKK from Edmonton, Alberta. Taking inspiration from products in the US, Wendy combined her background as a Strategic Sales Executive selling tech and 15 years of experience in mortgages to create NETTRAKK, an automated lead generation m

In this episode, we're joined by Dean Lawton. Dean is a Partner at A Better Way Mortgage Group within the DLCG Network from Vancouver, BC, and has been in the industry since 2013. A Better Way Mortgages is one of the largest brokerages in Western Canada, producing over $3 billion in mortgage volume annually, and is also the only brokerage in Canada giving brokers the choice of alig

In this episode, we're joined by Geoff Willis. Geoff is the President & CEO at Newton Connectivity Systems from Vancouver, BC, who's been in the mortgage business for 35 years, with the past 10 focused on Fintech. Newton Connectivity Systems delivers flexible and innovative mortgage technology solutions to some of Canada’s most successful lenders and Mortgage Brokers, includi

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 new tool from Mortgage Logic News, an amortization simulator and term calculator, if it's worth the ROI, and if I think it will become mass adopted among Brokers.→ The drop in inflation, what this means for rates