E81: 3 ChatGPT Prompts to Use As a Mortgage Broker in 2025
In this episode of Mortgage Tech Talks, I’m not just talking about AI... I’m showing you exactly how to use it. I walk you through three powerful ChatGPT prompts (plus a bonus fourth) that you can copy and paste today to actually grow your mortgage business.
Most people are still using AI the way they used Google — and that’s a huge mistake.
I’ll show you how to get way better results by treating ChatGPT like a business partner, not just a search engine.
You’ll learn:
How to generate new business in a tough market using AI
The single most effective way to write ChatGPT prompts
How to use different GPT models depending on your goals
5 time-saving ways to automate your workflow as a mortgage broker
And how ChatGPT can help you structure complex deals like a pro
If you’re in the mortgage industry and want to save time, close more deals, and finally get value out of these tools — this episode is for you.
📍 Timestamps:
00:00 – Intro: Why this is the most tactical episode yet
00:20 – Prompt 1: How to get new business fast using ChatGPT
02:00 – What makes a great AI prompt (tone, constraints, specificity)
06:00 – ChatGPT’s 6 strategies for mortgage brokers in a tough market
08:40 – Prompt 2: How to plan for long-term success using the GPT-4 "thinking model"
10:15 – What model you should actually be using in ChatGPT (and why it matters)
12:00 – Prompt 3: AI prompts to save hours in your mortgage workflow
14:00 – Deal structure brainstorm: ChatGPT as your second brain
16:00 – Why the same prompt can get you completely different (but valuable) results
17:00 – Final takeaways from the long-term planning prompt
18:00 – Niches to explore: Renewals, debt consolidation, equity release
19:00 – Recommended tools + skills to level up as a broker
21:00 – BONUS Prompt: Let ChatGPT help you structure a deal in real time
21:45 – Final recap + why the time to start using AI is right now
If this gave you some ideas, let me know in the comments — or just try one of the prompts I shared and see what happens.
Let’s stop talking about AI in theory… and actually start using it to grow our businesses.
– Tom
#MortgageBroker #MortgageTech #ChatGPT #AIforBusiness #GPT4 #MortgageMarketing #RealEstateTech
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E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.
Rich shares:
His origin story launching Nexxa, the first web-based CRM for brokers
The mindset and grind that helped scale to 7,000+ users
How DLCG and Velocity are future-proofing the mortgage industry
Why emotional intelligence is just as important as AI
And how consumer expectations are forcing innovation faster than ever
Whether you're a broker, lender, tech founder, or industry leader—this episode will challenge how you think about change, innovation, and what it really takes to stay relevant.
📍 Timestamps
00:00 – The future belongs to brokers who text
00:20 – The power of DLCG’s network and tech adoption
01:00 – Meet today’s guest: Rich Spence
02:00 – The untold origin story of Nexxa CRM
05:00 – How they scaled to 7,000 mortgage brokers
08:30 – Building software by hand—then hitting the phones
10:00 – What brokers can learn from DLCG's growth
14:00 – The evolution of Velocity and its rapid release cycle
18:00 – Why persistence and iteration drive tech success
21:00 – AI, cold calls, and the irreplaceable human touch
25:00 – How brokers need to adapt to Gen Z and tech trends
29:00 – What your clients expect (and how DLCG is building it)
34:00 – Why the right partnerships matter in 2025 and beyond
🔗 Connect with Rich Spence
Instagram: @richspence3
LinkedIn: @richspence3
✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.
💬 Leave a comment sharing your favourite insight or takeaway.
#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers
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E79: How Accountability is the Key to Mortgage Success with Karen Wilson
In this episode of Mortgage Tech Talks, Tom sits down with Karen Wilson — founder of Broker Complete and VP of Training & Operations at DLC Elite Team — to unpack what truly drives success in today’s mortgage industry: trust, accountability, community, and process efficiency.
Karen shares her journey from running a successful fitness business to becoming a leader in the mortgage world, drawing powerful lessons about relationship-building, creating accountability structures, and optimizing your business for long-term growth.
If you’re a broker looking to strengthen your client relationships, scale your business, and implement more effective systems — this conversation is packed with practical insights.
👉 Follow Karen on Instagram: https://www.instagram.com/brokercomplete/
Timestamps:
00:00 – Why trust is the most valuable currency in today’s mortgage industry
01:11 – Welcome and intro: Who is Karen Wilson?
02:45 – Karen’s background in the fitness industry and transferable skills
05:19 – Rebranding from fitness to finance: The learning curve
08:06 – How accountability groups helped Karen scale her mortgage business
09:13 – Building an accountability call that delivers real industry value
11:30 – The "give, give, give, ask" principle for long-term relationship-building
14:36 – Why trust-building matters more than rates or speed
15:29 – Leveraging tech to scale personal connections
16:40 – Types of social media content that actually build trust
19:14 – Human, imperfect content vs polished posts
20:14 – Coaching agents to recognise when to seek help and training
22:00 – Mapping your client process from lead gen to post-close
25:28 – Customising your mortgage process to match your strengths
27:44 – Process first — then pick the right tech or team
29:18 – The wrong way to implement new tools — and how to avoid it
32:14 – Why free services often have low follow-through — and how accountability changes that
34:12 – Building a brokerage culture of high standards and high expectations
35:18 – The value of surrounding yourself with high achievers
37:05 – Recognising opportunities and relationships that move your business forward
39:22 – How to connect with Karen and learn more about Broker Complete and DLC Elite Team
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E78: How I Would Start a Mortgage Tech Business TODAY
In this episode of Mortgage Tech Talks, I’m pulling back the curtain on everything I’ve learned building BluMortgage—and what I’d do differently if I were starting from scratch today.
I’m walking you through how I’d think about:
→ Building a simple, addictive product
→ Structuring a freemium model
→ Leveraging referrals over paid ads
→ Using AI (the right way)
→ And why simplicity always wins
Whether you’re in mortgage tech or any kind of SaaS, this episode will give you a fresh framework to think about how to build and scale your next product.
👇 Full timestamps below — enjoy the episode and leave a comment if you’d take a different approach!
Timestamps:
00:00 — Why AI should not be forced into your product
01:00 — If I launched a new mortgage tech company today
02:10 — The 3 key lessons from building BluMortgage
04:00 — What should your product actually offer?
06:00 — How to make your product simple and addictive
09:00 — Why onboarding should feel as seamless as Facebook or TikTok
11:00 — How to improve your product without feature bloat
12:30 — Why simplicity is harder than complexity
14:00 — How I’d market the product (freemium + referrals)
15:45 — How to drive viral referrals inside your app
16:50 — Why trade shows and in-person events still matter
17:45 — The right way to use AI inside your company
19:20 — Final thoughts + a challenge for you
👍 If you enjoyed this episode, hit Subscribe for more weekly insights from the world of mortgage tech and SaaS.
#MortgageTech #SaaSBusiness #FinTech #BluMortgage #AIInBusiness
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E77: Desjardins, New CMA Features, and M3 VIP Trip
In this episode of Mortgage Tech Talks, Tom breaks down the biggest shifts happening in Canada's mortgage technology landscape — from major lender-platform disconnections to what AI could mean for the future of mortgage app development.
We cover:
Why top lenders are cutting ties with major tech platforms
Real examples of platform incentives (like free trips) and their long-term strategy
A powerful update from Ben Salami (Canadian Mortgage App) and why his coding approach is a game-changer
The potential of AI tools like ChatGPT to empower non-coders to build game-changing tools
If you're a mortgage professional, lender, tech builder, or just love staying ahead of the curve in this space—this one’s for you.
👇 Timestamps
00:00 – Can ChatGPT turn mortgage pros into coders?
00:44 – Welcome to the episode + key themes
04:25 – Platform economics: Why lenders are switching highways
05:34 – Exclusive partnerships: Not new, but more aggressive
06:12 – Could this fracture the marketplace model?
07:27 – Will brokers be forced into multiple portals?
08:04 – Industry-wide implications: are platforms losing value?
08:37 – M3 VIP trip strategy breakdown
09:26 – Platform incentives: the “free dry cleaning” analogy
10:47 – Boss, Uber, and network effects
12:01 – More users = more leverage with lenders
13:04 – Ben Salami’s new CMA feature release
13:58 – Scenario planning tools for mortgage brokers
14:40 – Comparing fixed vs. variable + lender options
15:34 – Why Ben's speed in building is his superpower
16:46 – Iteration cycles: 1 week vs 10 minutes
17:25 – How AI might democratize fast iterations
18:26 – Final thoughts + call to share
🔔 Don’t forget to like, comment, and subscribe for more weekly insights on mortgage tech, tools, and trends.
#mortgagetechnology #mortgagebroker #canadianmortgage #mortgageplatforms
Join Tom Hall (@Mortgage_Tech_Tom) in discovering the latest in the world of mortgage technology.
Join us for interviews with tech founders, mortgage broker owners, lenders and everything in-between.
If you’re in the mortgage industry, and believe technology will continue to play an integral role, this is the podcast for you.
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