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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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) ? Connect on Instagram (Massimo) *** SAY THANKS ? Leave a r ..read more

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 ..read more

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 ..read more

It's only 1 month into 2024, and it's already been a crazy start to the year.   We are seeing a level of optimism and activity that hasn't been around for months. But is this translating to more business as a mortgage broker?   We discuss this in the episode, as well as marketing tips to A) convert leads in this environment and B) how to educate your clients and partners to make sure you're not left in an awkward position.   Follow our hosts https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/ https://www.linkedin.com/in/massimoianniruberto/ Subscri ..read more

More and more of our clients are in the process of switching brokerages. And it makes sense! As the market slows down, it creates the perfect opportunity to look around. So what does this mean for tech? Should You Switch Brokerages for Better Tech? Frequently the "pitch" for a new brokerage is being "tech-enabled", and allow you to double your productivity. In practice, we don't see this as completely true. Between all deal submission platforms, it's probably +/-25%. So it can help, but it's not a game-changer. Every now and then, a platform will release a new feature that gives them a tempora ..read more