Mortgage Tech Talks

• E92: Future-Proofing Mortgage Brokers with AI

  In this episode, we break down a McKinsey report on how global organizations are adopting AI—and what it means for mortgage brokers right now. From marketing and sales to compliance and service operations, we explore where AI is already transforming financial services and how you can leverage it to futureproof your business. You’ll also hear about Rob Macalister’s take on “vibe coding” and why AI may soon make developing your own tools as common as using email. If you’ve ever wondered whether AI will replace jobs or actually create more opportunities, this episode gives you a clear look at both the risks and the upside. Timestamps 00:00 – Why mortgage brokers need to develop new skills 00:40 – Introduction and overview of the McKinsey AI report 01:26 – Who McKinsey is and why their data matters 02:36 – Breaking down the first chart: AI use in financial services 05:11 – What brokers actually do (sales, service, legal, marketing, IT) 07:06 – How to start using AI in day-to-day broker activities 08:38 – Report data: hiring challenges in AI-related roles 11:17 – Why this matters for mortgage brokers (Rob Macalister’s article) 13:52 – How AI unlocks opportunities for brokers to build tech 15:35 – The job loss question: what the survey really shows 18:28 – Which roles and functions will actually grow with AI 20:27 – Where brokers should focus to futureproof their careers 21:17 – Final thoughts and call to action Listen if you’re a mortgage broker who wants to: Understand how AI is reshaping the industry Learn which skills will be critical in the next 3 years See how to apply big-picture trends directly to your business 👉 Don’t forget to like, comment, and subscribe for more insights on mortgage technology and the future of the industry. #MortgageBroker #AI #MortgageTech #RealEstate #FutureOfWork

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• E91: AI Clones for Mortgage Brokers? How This Tech Could Change the Industry

  AI Clones for Mortgage Brokers? How This Tech Could Change the Industry In this episode of Mortgage Tech Talks, we dive into a futuristic—but very real—idea: AI clones. Imagine a digital version of you that clients can interact with online, ask questions, and even hear your voice respond back. We’ll cover what AI clones are, how they work, and how mortgage brokers and financial advisors can use them today for lead generation, nurturing, and building client trust. This isn’t sci-fi. People in the Canadian financial space are already using this technology. ⏱ Timestamps 00:00 – Intro: What’s an AI clone? 00:23 – Why mortgage brokers should care 01:04 – How the idea came about 01:22 – What an AI clone actually is 01:58 – Example: Delphi AI and how it works 03:11 – Real-world example with Balaji (ex-CTO of Coinbase) 04:12 – How suggested questions work for clients 05:11 – Exploring blockchain Q&A with an AI clone 06:20 – Voice cloning: live phone calls with AI 07:22 – Using an AI clone for lead generation 08:29 – Training your AI clone with content 08:48 – Business applications for mortgage brokers 09:57 – AI clones as nurturing tools 11:04 – Privacy, compliance, and risk considerations 12:27 – Who’s already using this in Canada 13:45 – Addressing the “Will AI replace me?” question 15:24 – Where human expertise always wins 16:13 – The legacy and future of AI clones 16:38 – Final thoughts and wrap-up 👉 If you’re a mortgage broker, financial advisor, or just curious about how AI is reshaping client relationships, this episode is packed with insights you can’t ignore. 🎧 Listen to Mortgage Tech Talks on YouTube or wherever you get your podcasts.

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• E90: My Hot Take on AI Privacy

  In this episode of Mortgage Tech Talks, I dive into one of the most common questions I hear at conferences and panels: “Should mortgage brokers be worried about client privacy when using AI tools like ChatGPT?” Instead of giving the usual surface-level answer, I take a contrarian approach and unpack why many of the fears around AI privacy are more about perception than legal reality. From comparing ChatGPT to Gmail, to breaking down Canadian compliance laws, this 15-minute rant is all about challenging the myths that keep brokers from adopting powerful technology. Whether you agree or disagree, this episode will push your thinking and hopefully unlock new opportunities for how you use tech in your business. Timestamps 00:00 – Privacy concerns as a crutch for avoiding tech adoption 00:37 – Why this rant started: the Canadian Mortgage Summit panel 02:13 – The big audience question: “Should I be concerned about privacy?” 03:37 – Compliance realities in a regulated industry 05:06 – What I would have answered differently 06:00 – Comparing ChatGPT risk vs Gmail risk 08:03 – Separating legal compliance vs industry comfort 10:08 – Why practical risk feels higher with AI tools 11:27 – Do Canadian laws really require data to stay in Canada? 13:00 – The myth of “data must stay in Canada” explained 14:18 – AI as just another tool: it’s how you use it 15:29 – My closing thoughts: stop using privacy concerns as an excuse 👉 If you found this useful, subscribe to Mortgage Tech Talks for more unfiltered conversations on mortgage technology, compliance, and growth.

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• E89: 3 New Mortgage Tech Startups

  In this episode of Mortgage Tech Talks, we dive into three brand-new mortgage technology startups that recently hit the Canadian market. Each of these companies is tackling a different problem in the broker and consumer journey—from digital mortgage investing, to qualifying first-time homebuyers, to automating document management. If you’re a broker curious about how tech could change your business—or an entrepreneur looking to build something new in this space—you’ll want to tune in. ⏱️ Timestamps 00:00 – The ROI of tech for Canadian brokers 00:33 – Welcome and episode intro 01:19 – Startup #1: Mercado (mortgage investing platform) 03:42 – Industry leaders branching into new ventures 04:25 – Startup #2: Homie (app for homebuyers and brokerages) 06:36 – Features breakdown: buying power, down payment planning, rate alerts, and more 08:41 – Homie as a brokerage lead qualification tool 10:30 – Startup #3: PureLend (document management & compliance automation) 12:33 – Key features: doc organization, fraud detection, borrower portals 14:10 – Broker-focused pricing model and adoption challenges 16:45 – Partnering with deal submission platforms: the growth unlock? 18:58 – Final thoughts: why mortgage tech momentum is exciting right now 👉 If you enjoyed this episode, don’t forget to subscribe and hit the notification bell for more insights on mortgage tech, innovation, and the future of brokering.

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• E89: 3 New Mortgage Tech Startups

  n this episode of Mortgage Tech Talks, we dive into three brand-new mortgage technology startups that recently hit the Canadian market. Each of these companies is tackling a different problem in the broker and consumer journey—from digital mortgage investing, to qualifying first-time homebuyers, to automating document management. If you’re a broker curious about how tech could change your business—or an entrepreneur looking to build something new in this space—you’ll want to tune in. ⏱️ Timestamps 00:00 – The ROI of tech for Canadian brokers 00:33 – Welcome and episode intro 01:19 – Startup #1: Mercado (mortgage investing platform) 03:42 – Industry leaders branching into new ventures 04:25 – Startup #2: Homie (app for homebuyers and brokerages) 06:36 – Features breakdown: buying power, down payment planning, rate alerts, and more 08:41 – Homie as a brokerage lead qualification tool 10:30 – Startup #3: PureLend (document management & compliance automation) 12:33 – Key features: doc organization, fraud detection, borrower portals 14:10 – Broker-focused pricing model and adoption challenges 16:45 – Partnering with deal submission platforms: the growth unlock? 18:58 – Final thoughts: why mortgage tech momentum is exciting right now 👉 If you enjoyed this episode, don’t forget to subscribe and hit the notification bell for more insights on mortgage tech, innovation, and the future of brokering.

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