Mortgage Tech Talks

28: How to Optimize Your Website For Your Mortgage Business

In this episode, Massimo and I discuss how you can optimize your website based on the type of business you run, and how they're very important for your business and credibility.
 
In this episode we cover:→ Websites provided to Brokers from their brokerage, rate shop website optimization, and referral based website optimization.→ The cost of building a custom site, the importance of the domain, and making sure it's mobile friendly.→ Ad words for Google Ads, putting interest rates and awards on your site, and what to consider if you have a chat function.
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27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug Adlam

In this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing by 40x, it eventually lead to a merger with Axiom Mortgage Solutions which was re-branded nationally to Indi Mortgage - The Independent Mortgage Company in 2024.
 
In this episode we cover:→ The research he does when looking at new tech, understanding contracts with brokerages and networks, and designing your business with an exit strategy.→ What led to the founding of Finmo, how they stayed true to their company values, and why it was important to disrupt the Canadian mortgage tech industry.→ The next tech disruption in mortgages, open banking, and the link between tech start-ups and regulations.
 
Indi Mortgage Website: www.indimortgageontario.ca
Doug Adlam's LinkedIn: @DougAdlam
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***

26: How a Top 25 Broker is Sharing His "Secret Sauce" with All Brokers with Origin Mortgage's Kyle Green

In this episode, we're joined by Kyle Green. Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, and has been a Top 25 Broker in Canada since 2017 (volume funded), and a Top 10 Broker in DLC. Kyle is also the Founder of Greenwealth Capital, which helps people grow their real estate portfolio, and his newest venture is developing an underwriting software, Mortgage Atlas, that would revolutionize mortgages as we know it.
 
In this episode we cover:→ What led to the creation of a new underwriting software, Mortgage Atlas, how current underwriting does not serve the client's best interest, and how this can be a game changer for Mortgage Brokers and Agents.→ Why he chose to focus on real estate investing as his niche, how niching can lead you to success, and how you can use niche tools to add value for your clients and referral partners.→ How he found the best system for scaling his business, and why mistakes happen from systems, not people.
 
Mortgage Atlas Website: www.mortgageatlas.ca
Kyle Green's Mortgage Atlas Email: kyle@mortgageatlas.ca
Origin Mortgage Website: www.originmortgages.ca
Kyle Green's Origin Mortgage Email: kyle@originmortgages.ca
Greenwealth Capital Website: www.greenwealthcapital.ca
Kyle Green's LinkedIn: @KyleGreen
Kyle Green's Instagram: @kylegreen_14
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25: How to Go From a Solopreneur to a $100M+ Broker with BrokerSquared's Christian Amurao

In this episode, we're joined by Christian Amurao. Christian is the Founder and Executive Director of the Open Doors Mortgage Team from Surrey, BC, and has been in the mortgage industry for over 15 years. Christian is also a Co-Founder of the brokerage BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers.
 
In this episode we cover:→ Using systems and processes to successfully grow a team.→ Working on and not in your business and integrating new systems.→ And the pros and cons of all-in-one vs specialized programs.
 
Open Doors Mortgage Team Website: www.odmt.ca
Open Doors Mortgage Team Instagram: @opendoorsmortgage
Open Doors Mortgage Team YouTube: @Opendoorsmortgage
BrokerSquared Website: www.brokersquared.ca
BrokerSquared Instagram: @broker.squared
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***

24: Most Under-Rated Social Media Hacks with BluMortgage's Maryah Diulia

In this episode, we're joined by Maryah Diulia. Maryah is a Sales and Marketing Lead at BluMortgage from Toronto, Ontario, who's done a little bit of everything at BluMortgage in her 2.5 years at the company.
 
In this episode we cover:→ The new trend of social media sites as search engines and the benefits of narrowing down to a niche.→ Improving your organic reach with Instagram's collaboration feature, and what to post for reels versus stories.→ The newest feature being pushed on all social platforms, going "live", and tips to get started.
 
Maryah Diulia's Linkedin: @MaryahDiulia
Maryah Diulia's Instagram: @maryahfromblu/@maryahdiulia
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***

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
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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.
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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.
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***

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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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
***
 
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***