Mortgage Tech Talks

38: Why Focus is So Important with Massimo (Where Did He Go?)

In this episode, Massimo and I discuss where he's been the past few weeks, what led to his shift in focus, and what's next for him and Cloven CRM.
 
In this episode we cover:→ The benefits of a single focus, when you've hit the point to stop splitting your focus, and how you can narrow your focus.→ What to think about in personal vs company branding, what works better, and how it can benefit you.→ Massimo shifting his focus to solely be on the Cloven CRM for Financial Advisors, and the importance of having good team members.
 
Cloven CRM Website: www.cloven.ca
Massimo Ianniruberto's LinkedIn: @MassimoIanniruberto
Massimo Ianniruberto's Instagram: @masslovescrm
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37: How the Broker Chanel Has a HUGE Tech Advantage with Compare My Offers' Jeff Ingram

In this episode, we're joined by Jeff Ingram. Jeff is a Co-Founder & Mortgage Broker at Ingram Mortgage Team from Surrey, BC, and has been in the mortgage industry for 15 years. Jeff is also a Co-Owner of Compare My Offers, the first tool of its kind where Brokers can educate clients on the differences between lenders and products and show them the value of using a Mortgage Broker. He is also a Co-Founder of both Co-Brokr Investments Ltd., and BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers. 
 
In this episode we cover:→ Jeff's experience being a beta user for multiple tech tools, balancing the Broker and client experience with tech, and trusting client feedback on what he adapts permanently to his business.→ The huge competitive advantage the Broker channel has over the banks when it comes to tech feedback loops and speed of implementation, how this has led to the growth of their company Compare My Offer, and the next steps for the business.→ His in-person co-brokering space Co-Brokr, which has been a huge advantage to his team and fostered collaboration among Brokers from multiple brokerages, and the importance of having the right partners for all his teams and business ventures.
 
Ingram Mortgage Team Website: www.ingrammortgageteam.com
Ingram Mortgage Team Instagram: @ingram.mortgage.team
Ingram Mortgage Team Facebook: @Ingram.Mortgage.Team
Compare My Offers Website: www.comparemyoffers.ca
BrokerSquared Website: www.brokersquared.ca
BrokerSquared Instagram: @broker.squared
***
 
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***

36: Broker, Lender AND Technologist - How This Rising Star Does it All with Lendwire's Shawn-Marc Melo

In this episode, we're joined by Shawn-Marc Melo. Shawn-Marc is the Founder & Principal Broker at Lendwire Inc. from Ontario, a leader in Canada's new FinTech initiative in the mortgage space. Lendwire combines multiple branches of a brokerage, a lender, and they are also moving into the tech space. This model allows them to use capital from the brokerage and lending branches to fund their tech, as it's becoming increasingly difficult to get funding.
 
In this episode we cover:→ How the Lendwire branches function together, why he felt it was necessary to have multiple branches, and why this is a unique model in Canada.→ Predictions for the next decade and taking advantage of tech trends, differentiating from the competition, and what's gone into the Lendwire App.→ His mindset about tech and why execution is the key to success.
 
Lendwire Website: www.lendwire.com
Lendwire Instagram: @lendwire
Lendwire LinkedIn: @lendwire
Shawn-Marc Melo's Email: shawn@lendwire.com
Shawn-Marc Melo's LinkedIn: @smarcmelo
***
 
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35: Market Update - Exciting Innovation and Practical Tips

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:→ MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this.→ Finmo adding more integrations and what you can try out today.→ How challenging market conditions can create new innovations, which is highlighted with OwnWell and BrokerBot creating new ways to engage with clients.
***
 
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***
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***

34: Market Update - Rocket Mortgage/BRX, CMLS/Nesto, & Axess Law/Velocity

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 Rocket Mortgage & BRX partnership and what it could mean for Brokers.→ Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud.→ The Axess Law & Velocity partnership and what this could mean for mortgage regulation with solicitors.
***
 
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33: Market Update - AML, Pine/WealthSimple, & Neo/DLC

In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada.
 
In this episode I cover:→ The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year.→ The Pine & Wealthsimple partnership.→ The DLC & Neo Financial partnership.
***
 
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32: How a Two-Time Tech Founder Thinks About AI with Deeded's Reuven Gorsht

In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable, and transparent. 
 
In this episode we cover:→ The AI powered Mortgage Broker, comparing AI to the .com boom of the '90s, and the future of AI.→ The cost of a closed mind, no 'red pill' solutions, and opportunities for innovation in the mortgage industry.→ Focusing on solving customer problems, the tech advantage individual Brokers have over the banks, and the difference between working with individuals vs big companies.
 
Deeded Website: www.deeded.ca
Deeded Instagram: @deeded.ca
Reuven Gorsht's Email: reuven@deeded.ca
Reuven Gorsht's LinkedIn: @ReuvenGorsht
Reuven Gorsht's TikTok: @reuvengorsht
Reuven Gorsht's Instagram: @rgorsht
***
 
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31: Internet Phone - Do You Need One?

In this episode, Massimo and I discuss internet phones and why you should consider using one for your business.
 
In this episode we cover:→ How internet phones work, what to look for in an internet phone, and if you should be using one.→ The importance of integration with CRM systems, call quality, and ease of use.→ Pricing models of various companies, reviews of RingCentral, GoToConnect, Croo, and Zoho Voice, and the auto-dialer app Phone Burner.
***
 
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***

30: How to Run Top-Notch Webinars

In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business.
 
In this episode we cover:→ What to look for in a webinar application.→ The differences between webinar applications like Zoom, Zoho Webinar, and other softwares.→ The intersection of quality, integration, and cost.
***
 
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29: How Ryan Wiley "Burned the Boats" to Become a Top Provider in the Mortgage Industry

In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game" podcast, and for the past 2 years has been a coach who's goal is to help Mortgage Brokers grow their business and live their best life.
 
In this episode we cover:→ How Ryan built his mortgage business, linking online webinars with value adds for referral partners, and why Ryan transitioned from being a Mortgage Broker, → Building SAAS, software as a service, companies, and partnering with Jason Henneberry for The VIP Club and Strategy Hub.→ The difference between the mortgage tech markets in Canada and the US, the importance of data, and how Ryan was able to take so many professional risks over his career.
 
Strategy Hub Website: www.get.mystrategyhub.ca
The VIP Club Website: www.thevipclub.io
Ryan Wiley's Website: www.iamryanwiley.com
Ryan Wiley's Instagram: @iamryanwiley
Ryan Wiley's LinkedIn: @RyanWiley
The Mortgage Game Podcast: https://wavve.link/mortgagegame
***
 
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***