Mortgage Tech Talks – Details, episodes &amp; analysis

***

CONNECT

***

SAY THANKS

***

40: Practical AI Tips, Build Your Brand, and Find Focus with Marketing Guru Nathan Yeung

Episode 40

vendredi 30 août 2024 • Duration 30:49

In this episode, we're joined by Nathan Yeung. Nathan is the Vice President, CMO Services at Find Your Audience Marketing Partner from Vancouver, BC, a fractional marketing team for B2B SaaS businesses. Nathan leads teams of marketing managers, graphic designers, media buyers, coordinators, and freelancers to develop and implement marketing strategies for organizations across various industries. With experiences in finance, management consulting, and marketing, he's designed a marketing service that solves businesses most common marketing problems.

In this episode we cover: → Nathan's career and Find Your Audience, how to know when to switch priorities in your business, and the intersection of skill, success, and fulfilment in finding your path. → How he's using generative AI and how you should be thinking of it, how to distinguish which tech tools are useful for your business, and the Broker advantage with tech. → What Brokers should look to do with their marketing, focusing/niching down and targeted marketing, and the importance of building trust.

Find Your Audience Website: www.findyouraudience.online

Find Your Audience LinkedIn: @FindYourAudience

Nathan Yeung's LinkedIn: @NathanYeung

Nathan Yeung's Instagram: @fya.marketingbytes

***

WATCH

***

CONNECT

***

SAY THANKS

***

31: Internet Phone - Do You Need One?

Episode 31

vendredi 28 juin 2024 • Duration 26:18

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.

***

WATCH

***

CONNECT

***

SAY THANKS

***

30: How to Run Top-Notch Webinars

Episode 30

vendredi 21 juin 2024 • Duration 25:11

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.

***

WATCH

***

CONNECT

***

SAY THANKS

***

29: How Ryan Wiley "Burned the Boats" to Become a Top Provider in the Mortgage Industry

Episode 29

vendredi 14 juin 2024 • Duration 42:28

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

***

WATCH

***

CONNECT

***

SAY THANKS

***

28: How to Optimize Your Website For Your Mortgage Business

Episode 28

vendredi 7 juin 2024 • Duration 27:04

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.

***

WATCH

***

CONNECT

***

SAY THANKS

***

27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug Adlam

Episode 27

vendredi 31 mai 2024 • Duration 35:40

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

***

WATCH

***

CONNECT

***

SAY THANKS

***

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

Episode 26

vendredi 24 mai 2024 • Duration 39:03

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

***

WATCH

***

CONNECT

***

SAY THANKS

***

25: How to Go From a Solopreneur to a $100M+ Broker with BrokerSquared's Christian Amurao

Episode 25

vendredi 17 mai 2024 • Duration 29:31

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

***

WATCH

***

CONNECT

***

SAY THANKS

***

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

Episode 24

vendredi 10 mai 2024 • Duration 25:49

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

***

WATCH

***

CONNECT