Mortgage Tech Talks

61: How to Build Your Social Media Empire

In this episode, I share how mortgage brokers can transform their social media presence with a powerful three-pillar strategy, breaking down the intimidating world of social media marketing into manageable, actionable steps.
 
In this episode I cover:→ Production: Over-coming camera shyness, how to come up with content, and outsourcing content creation.→ Distribution: How to consistently and effectively post to different platforms and leveraging tools.→ Conversion: How to find your audience, leveraging niche content, and utilizing stories and DMs.
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***

60: Market Update - Renewal Cliff, Stargate, Tariffs

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 upcoming "renewal cliff" in the Canadian mortgage market, where over 50% of mortgages will be up for renewal in the next two years, presenting both challenges and opportunities for mortgage professionals.→ The $500 billion investment initiative called Stargate, led by companies like OpenAI, NVIDIA, and Oracle, aimed at developing advanced artificial intelligence (AI) and achieving Artificial General Intelligence (AGI), and what you can do to be ready for this tech.→ The potential impact of a 25% tariff from the US and Canada's retaliation, which could force the Bank of Canada to raise the overnight rate by 300 basis points, or 3%.
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***
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***

59: How to Disrupt 20-Year Legacy Software with FundMore.AI's Chris Grimes

In this episode, we're joined by Chris Grimes. Chris is the Co-Founder & CEO of FundMore.ai, and has worked in the financial industry for 20 years. Gaining experience in wealth management, credit lending, and mortgage origination, he is passionate about advancing the mortgage industry through technology and forward-thinking initiatives. FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans. The mission? To make home-ownership more accessible.
 
In this episode we cover:→ Chris's journey in the industry and the transition from Broker to building lender software, the evolution of Fundmore.ai, and future features they hope to roll out.→ The challenges of the lender tech space, what keeps lender tech so stagnant and how to disrupt it, and societies "analysis paralysis" problem.→ The future of mortgage lending, how open banking, the blockchain, & AI could revolutionize the mortgage industry, and the need to address consumer trust and adoption concerns around emerging technologies.
 
Fundmore.ai Website: www.fundmore.ai
Fundmore.ai Instagram: @fundmore.ai
Fundmore.ai LinkedIn: @Fundmore.ai
Chris Grimes' LinkedIn: @ChrisGrimes
***
 
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***

58: What eSign Should I Use?

In this episode, I do a deep dive on the different electronic signature platforms, and what my recommendation is if someone is looking to use this tool.
 
In this episode I cover:→ Comparing and contrasting the top e-signing platforms.→ How deal submission platforms are integrated and who they're integrated with.→ What you need to consider when deciding on a platform to use.
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***

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.
***
 
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***

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.
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***

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
***
 
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***

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.
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***

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
***
 
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***

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.
***
 
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***
CONNECT
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***
SAY THANKS
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***