Mortgage Tech Talks

23: Numbers Don't Lie with Vetter Consulting's Craig Vetter

In this episode, we're joined by Craig Vetter. Craig is the Owner of Vetter Consulting from Delta, BC, which has been helping Mortgage Brokers build better businesses with 1-on-1 coaching since 2014. In 2023, Craig's clients funded over $650 million, while also improving their client service, systems, and processes.
 
In this episode we cover:→ Balancing tech with the human touch, having a service mindset, and "eating the frog" to get through difficult tasks.→ Improving systems and processes through tech, and the compound effect of standardizing and optimizing.→ Using data to make more money by tracking efficiency, protect your time, and to have business moving conversations.
 
Vetter Consulting Website: www.vetterconsulting.ca
Craig Vetter's Email: craig@vetterconsulting.ca
Craig Vetter's LinkedIn: @CraigVetter
***
 
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
***

22: 5 Tools to Help You Take Time Off

In this episode, Massimo and I discuss quick wins you can implement into your business to be able to take a proper vacation and not have to be attached to your phone.
 
In this episode we cover:→ Setting expectations for referral partners, clients, and co-workers for while you are away. → Email inbox management and the bigger push from brokerages to make deal dests.→ Tricks for iPhones, keeping your bottleneck from halting your business, and having your pipeline stay full while on vacation.
***
 
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
***

21: Browser Extensions - Pain Killers or Vitamins?

In this episode, Massimo and I discuss how browser extensions can impact your web browser experience, their practical benefits, and how they could become more essential moving forward.
 
In this episode we cover:→ Popular browser extensions we use that could benefit Brokers including screen shots and phone diallers.→ How a password managing extension can greatly enhance your security.→ Will there ever be a must-have browser extension that you couldn't work without.
***
 
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
***

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.
***
 
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
***

19: The Journey of Building the #1 Finance App on the App Store with Canadian Mortgage App Founder Ben Salami

In this episode, we're joined by our very first guest, Ben Salami! Ben is the Founder and CEO of Bendigi Technologies and the Canadian Mortgage App (CMA). The Canadian Mortgage App is a mobile app that helps home buyers, homeowners, real estate agents, and mortgage brokers easily navigate the complexity of mortgages, and has been downloaded over a million times.
 
In this episode we cover:→ The development and challenges of creating the Canadian Mortgage App and where it's going next. → Keys to making a successful app including providing value, monetizing and growth, developing app features, market feedback, and advice for anyone wanting to make their own app.→ The mental fortitude and vision belief to stay the course, balancing new projects, and the investing in your business mindset needed to grow.
 
Bendigi Technologies Website: www.bendigi.com
Canadian Mortgage App Website: www.canadianmortgageapp.com
Ben Salami's LinkedIn: @BenSalami
Ben Salami's Instagram: @bendigi
***
 
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
***

18: Should You Build Your Own Software Product?

In this episode, Massimo and I discuss building your own proprietary software, either on the brokerage, team, or individual level, and if it's something you should consider or if it's a shiny object.
 
In this episode we cover:→ Why brokerages build their own software products and if they're successful.→ Successful known software that started out build by individual teams.→ And the investment needed of both time, money, and skill that is required to do this.
***
 
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
***

17: How to Start Email Marketing to Your Database

In this episode, Tom & Massimo discuss the strategy of email marketing to a Mortgage Broker's database, and different types of tools that you can use for this concept.
 
What was discussed:→ The points of friction which deter Brokers from using this strategy.→ The importance of email deliverability.→ And the pros and cons of 4 different types of tools Mortgage Brokers can use.
***
 
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
***

16: How Deal Submission Platforms Make Money

In this episode, Tom & Massimo discuss how deal submission platforms make their money and how this affects Mortgage Brokers and their businesses.
 
What was discussed:→ The history of submission platforms and their economic model.→ The growing of exclusive partnerships with lenders and brokerages/networks.→ What they will do to keep Brokers using their platforms.
***
 
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
***

15: Don't Get Trapped! Own Your Own Domain

In this episode, Tom & Massimo discuss the importance of owning your own domain for both your website and email hosting for your business, and how setting it up is much easier than you think.
 
What was discussed:→ How owning your domain can make you appear more professional and give you freedom for your business.→ The do's and don't's for choosing a domain name.→ And the simple steps to setting up your domain for website and email hosting.
 
Learn how to set up your domain here: https://ca.godaddy.com/help/domains
***
 
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
***

14: Document Portals & Online Applications - Increase Your Security & Efficiency

In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience.
 
What was discussed:→ What document portals and online applications are and their best features and practices.→ They enter the debate of if they should require logins for clients to access.→ And touch on platform integrations and power dynamics in the Canadian mortgage industry.
 
Check if your email has been hacked here: www.haveibeenpwned.com
***
 
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
***