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 ow...
E62: How to actually make tech work for your business with WBS' Sara Hynes
Why do so many mortgage brokers struggle with tech adoption, while others thrive? In this episode of Mortgage Tech Talks, I sit down with
Sara Hynes from Western Brokers Services to break down the tech dilemma in the mortgage industry.
We discuss:
✅ The biggest barriers brokers face when adopting CRM and automation (00:00:59)
✅ How delegation (or "support") can transform a broker’s business (00:03:20)
✅ Why many brokers resist switching platforms—even when they know they should (00:23:32)
✅ The power of referrals in building a thriving mortgage business (00:06:38)
✅ The unexpected return on investment from sending physical mail (00:16:35)
✅ How brokers can simplify tech adoption without getting overwhelmed (00:27:31)
Sara Hynes shares insights from 16+ years in the industry, working closely with brokers across Canada. If you've ever felt stuck when it comes to implementing tech in your business, this episode is a must-watch!
📌 Follow Sara Hynes & Western Brokers Services:
🌐 Website: westernbrokerservices.ca
📱 Instagram: @westernbrokerservices
🎧 Subscribe for more episodes of Mortgage Tech Talks!
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61: How to Build Your Social Media Empire
In this episode, I share how mortgage brokers can transform their social media presence with a powerful three-pillar strategy, breaking down the intimidating world of social media marketing into manageable, actionable steps.
In this episode I cover:
→ Production: Over-coming camera shyness, how to come up with content, and outsourcing content creation.
→ Distribution: How to consistently and effectively post to different platforms and leveraging tools.
→ Conversion: How to find your audience, leveraging niche content, and utilizing stories and DMs.
***
WATCH
▶️ Watch this episode on Youtube
***
CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
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 upcoming "renewal cliff" in the Canadian mortgage market, where over 50% of mortgages will be up for renewal in the next two years, presenting both challenges and opportunities for mortgage professionals.
→ The $500 billion investment initiative called Stargate, led by companies like OpenAI, NVIDIA, and Oracle, aimed at developing advanced artificial intelligence (AI) and achieving Artificial General Intelligence (AGI), and what you can do to be ready for this tech.
→ The potential impact of a 25% tariff from the US and Canada's retaliation, which could force the Bank of Canada to raise the overnight rate by 300 basis points, or 3%.
***
WATCH
▶️ Watch this episode on YouTube
***
CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
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15:26
59: How to Disrupt 20-Year Legacy Software with FundMore.AI's Chris Grimes
In this episode, we're joined by Chris Grimes. Chris is the Co-Founder & CEO of FundMore.ai, and has worked in the financial industry for 20 years. Gaining experience in wealth management, credit lending, and mortgage origination, he is passionate about advancing the mortgage industry through technology and forward-thinking initiatives. FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans. The mission? To make home-ownership more accessible.
In this episode we cover:
→ Chris's journey in the industry and the transition from Broker to building lender software, the evolution of Fundmore.ai, and future features they hope to roll out.
→ The challenges of the lender tech space, what keeps lender tech so stagnant and how to disrupt it, and societies "analysis paralysis" problem.
→ The future of mortgage lending, how open banking, the blockchain, & AI could revolutionize the mortgage industry, and the need to address consumer trust and adoption concerns around emerging technologies.
Fundmore.ai Website: www.fundmore.ai
Fundmore.ai Instagram: @fundmore.ai
Fundmore.ai LinkedIn: @Fundmore.ai
Chris Grimes' LinkedIn: @ChrisGrimes
***
WATCH
▶️ Watch this episode on YouTube
***
CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
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30:16
58: What eSign Should I Use?
In this episode, I do a deep dive on the different electronic signature platforms, and what my recommendation is if someone is looking to use this tool.
In this episode I cover:
→ Comparing and contrasting the top e-signing platforms.
→ How deal submission platforms are integrated and who they're integrated with.
→ What you need to consider when deciding on a platform to use.
***
WATCH
▶️ Watch this episode on Youtube
***
CONNECT
▶️ Connect on YouTube (Tom)
📸 Connect on Instagram (Tom)
📇 Connect on LinkedIn (Tom)
***
SAY THANKS
🙏 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
***
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.
Canada - english