Mortgage Tech Talks

57: Top Mortgage Tech Tools I'm Paying Attention To

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.→ The battle of the various home-valuation tools attempting to break into the Canadian market and the challenge of adoption from agents.
***
 
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
***

56: 2025 Mortgage Tech Predictions

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 lending and how software could follow them.→ AI: Where it's been since 2023, trends that are forming, and where there are opportunities with it moving forward.
***
 
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
***

55: 100x Your Mortgage Business with Rocket's Bekim Merdita

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 became a mortgage lender and created Rocket Pro Canada, a team dedicated to helping broker partners submit deals to the Rocket Mortgage Canada lending channel.
 
In this episode we cover:→ Bekim's journey within Rocket Mortgage in both the US and Canada, his goal of going from a 4 to 400 person team, and the mindset needed to 100x your business.→ What he's learned launching a mortgage lender and Rocket Pro, the importance of speed in mortgage approvals, and attempting to eliminate the emotional rollercoaster of home buying with client certainty.→ Why Canada is behind the US in mortgage tech, why lenders aren't as flexible as brokers in their tech stack, and what's being done to address the gaps of the inefficient manual mortgage process.
 
Rocket Mortgage Canada Website: www.rocketmortgage.ca
Rocket Pro Canada Website: www.rocketpro.ca
Bekim Merdita's LinkedIn: @BekimMerdita
Bekim Merdita's Instagram: @bekim_merdita
Lending Thoughts Podcast: @lendingthoughts
Lending Thoughts YouTube: @LendingThoughtsPod
***
 
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
***

54: My TOP Email Templates with 70%+ Open Rates

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)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***

53: Dong Lee's Secrets to Success in Mortgage and Tech

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 wealth of experience and expertise in sales & operations.
 
Axiom Innovations supplies business automation and software solutions for various industries, including the Scarlett Network for mortgage lenders and professionals. With Scarlett, you can eliminate the need for costly monthly subscriptions to multiple systems and consolidate all your mortgage tools into one and that lets you manage your business from start to finish.
 
In this episode we cover:→ How Dong created his industry reputation, if there's anything he would've done differently in his career, and transitioning from DLC to Axiom Innovations.→ The importance of partnership in entrepreneurship, playing to your strengths and hiring skillsets for complementary partnerships, the value of in-office collaboration, and finding win-win solutions with competitors.→ The secret sauce of building business momentum, why everyone should be making informed decisions, and where AI should be used in your business.
 
Axiom Innovations Website: www.axiominnovations.com
Axiom Innovations LinkedIn: @AxiomInnovationsInc
Dong Lee's Email: dong.lee@axiominnovations.com
Dong Lee's LinkedIn: @DongLee
Dong Lee's Facebook: @DongLee
Scarlett Network Website: www.scarlettnetwork.com
Scarlett Network LinkedIn: @ScarlettNetwork
Scarlett Network Instagram: @scarlettnetwork
***
 
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
***

52: AML Fallout, Deepfakes + Fraud, Major Platform Feature Drop

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 experience.
***
 
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
***

51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier

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 marketing platform for Mortgage Agents, Realtors, and their clients. NETTRAKK is the only post-closing client portal, maximizing the potential of your client database.
 
In this episode we cover:→ Wendy's journey in mortgages and founding NETTRAKK, how NETTRAKK stands out among competitors, and how NETTRAKK also benefits Realtors.→ The challenges for Brokers in implementing new tech, juggling priorities and knowing what is "mission critical", and how to know when you've found the right partner or team.→ The asset of first hand industry knowledge, keeping on track with a 30,000ft view of your project, and tech trends Brokers should be watching for.
 
NETTRAKK Website: www.nettrakk.ca
NETTRAKK Facebook: @nettrakk
Wendy Meier's Website: www.wendymeier.ca
Wendy Meier's LinkedIn: @WendyMeier
***
 
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
***

50: Top DLC Team in Canada to Broker Owner with ABW Mortgages' Dean Lawton

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 aligning with 2 of Canada's largest networks: Dominion Lending Centres or Mortgage Architects. Dean is also a Partner at Thrive Mortgage Co., which specializes in business-owner relationships and investment portfolios.
 
In this episode we cover:→ Dean's journey in the mortgage industry, the change in mindset in going from Broker to Partner, and how to support individual agents at an agnostic brokerage.→ If mortgage conferences are worth the ROI, implementing process changes in your business, and the human touch in building client relationships.→ AI & becoming advanced with mortgage tech, the Canada/US tech divide, and the increase in industry regulations & AML.
 
ABW Mortgages Website: www.joinabw.ca
ABW Mortgages Instagram: @abetterwaymortgages
ABW Mortgages LinkedIn: @ABetterWayMortgages
Dean Lawton's Instagram: @thedeanlawton
Dean Lawton's LinkedIn: @DeanLawton
The Mortgage Broker Podcast: @MortgageBrokerPodcastNetwork
***
 
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
***

49: Journey from Broker to Dominant Tech Player with Newton's Geoff Willis

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, including popular products like Velocity, Discovery, and Link.
 
In this episode we cover:→ Geoff's journey from Broker to fintech platforms, how necessity driving change, the notion of independence in the mortgage industry, and playing to your strengths.→ The next big thing in mortgage tech, it's optimization, and how it will become industry standard in the next few years.→ Velocity's "TSN Turning Point" in 2020, how it became an all-in-one tool, if it's a stand-alone tech company or DLC service provider, and drawing a line with your product options.
 
Newton's Website: www.newton.ca
Newton's Instagram: @velocity.newton
Newton's LinkedIn: @NewtonConnectivitySystems
Geoff Willis's LinkedIn: @GeoffWillis
***
 
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
***

48: Inflation is Dropping, Amortization Simulator, National Mortgage Conference

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 moving forward, and building back consumer trust with variable rates.→ The upcoming National Mortgage Conference in Montreal, how keep from getting overwhelmed with information, and what you should be focused on.
***
 
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
***