Friday Apr 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.
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