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...
In this episode of Mortgage Tech Talks, we break down one of the most common questions mortgage brokers have: Should you be using workflow automation tools like Zapier, Make (Integromat), or N8n in your business?
Here’s the thing—automation tools can save time and boost efficiency, but most brokers either avoid them entirely or hire someone to build complex systems they can’t maintain. That’s a problem.
Tom dives into:
What these tools really do
Pros and cons of the top platforms
Real-world examples from the mortgage industry
A checklist to know if automation is right for you
⏱ Timestamps
00:00 – Why most brokers struggle with automation
01:09 – What are workflow automation tools?
02:32 – Real-world example: Calendly + Zapier + Twilio
05:44 – Automation for CRM integration (Mortgage use case)
06:42 – Should you do it yourself or hire someone?
07:13 – Zapier: Pros, cons, and pricing
10:06 – Challenger tools: N8n and Make
13:00 – Visual walkthrough of Make (Integromat)
14:13 – Summary of the three tools compared
14:35 – Do YOU actually need automation?
16:19 – The checklist: Is it worth it for YOUR business?
🔧 Whether you’re a tech-savvy broker or just getting started, this episode helps you decide if it’s time to roll up your sleeves—or save your money.
Got questions? Drop them in the comments!
#mortgagetech #workflowautomation #mortgagebroker #zapier #crmtips #mortgagemarketing #automationtools #mortgagebusiness
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17:18
Industry Update: Rocket, Bond Yields, Canadian Mortgage Awards
🚨 Rocket Mortgage Canada is out! What does this mean for brokers, lenders, and mortgage tech? 🚨
In episode 65 of Mortgage Tech Talks, we dive into the latest industry updates, including:
✅ The exit of Rocket Mortgage Canada and its impact on the mortgage landscape.
✅ The downward trend of bond yields and how it affects mortgage rates.
✅ The Canadian Mortgage Awards—who made the list and what it says about industry trends.
🔍 Timestamps:
00:00 – Bond yields are dropping—what it means for the market
00:19 – How uncertainty affects mortgage brokers and their clients
00:39 – Why this turbulence could be good news for brokers
00:59 – Rocket Mortgage Canada exits—breaking it down
02:17 – How the news broke and what led to the decision
03:04 – Is this a response to tariffs?
03:41 – The impact on mortgage tech and Finmo
04:18 – Rocket Mortgage’s connection to Lendesk and what’s next
05:20 – What does this mean for competition in Canada?
07:05 – Canada’s lack of mortgage market competition—good or bad?
08:15 – The effect of U.S. policies on Canadian mortgage rates
09:36 – What falling bond yields mean for mortgage rates
10:37 – How brokers can use this uncertainty to help clients
12:57 – The Canadian Mortgage Awards—who made the list?
13:37 – Service Provider of the Year category—who’s missing?
14:02 – Digital innovation in brokerages—what’s changing?
14:43 – New category: Innovator Champion of the Year
15:53 – Who’s really leading innovation in the industry?
16:08 – Is tech taking a backseat to broker and lender-led innovation?
16:25 – Final thoughts—where is the mortgage industry headed?
📢 Like & Subscribe for more insights on mortgage technology and industry trends!
#MortgageNews #RocketMortgage #MortgageTech #CanadaRealEstate #MortgageRates
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16:34
E64: How a 20-Year Veteran Uses Tech to Have AMAZING Conversions w Russ Morrison
In this episode of Mortgage Tech Talks, we're joined by 20-year mortgage industry veteran Russ Morrison, who shares game-changing insights on how brokers can shift from transactional selling to strategic advising.
🔍 Russ breaks down why brokers must move beyond rate-focused discussions, how to optimize lead conversion ratios, and the power of surrounding yourself with the right people in business. Plus, we dive into how his TMS (Tactical Mortgage Solutions) platform is transforming mortgage strategy conversations.
🔗 Timestamps:
00:00:00 - The five reasons consumers come to brokers
00:00:14 - Selling solutions vs. solving problems
00:00:30 - The importance of having the right people around you
00:01:09 - Introducing Russ Morrison & his mortgage journey
00:01:56 - How Russ has optimized his strategy sessions
00:03:17 - The power of a strong network in the mortgage industry
00:05:47 - Virtual vs. in-person collaboration: What works better?
00:07:57 - How to survive market cycles & inflation challenges
00:10:05 - Facing industry struggles head-on & improving conversion rates
00:12:25 - Why a CRM is crucial for broker success
00:14:00 - Understanding lead-to-funding ratios & where business actually comes from
00:17:11 - Surprising data on conversion rates from different lead sources
00:21:26 - The two biggest factors for improving conversions
00:22:23 - The importance of structured upfront conversations
00:25:09 - The power of process: How to win over the right clients
00:28:56 - Knowing when to say NO to bad-fit clients
00:30:45 - Why brokers must shift from transactional to trust-based advising
00:33:15 - TMS: The tool designed to streamline mortgage strategy conversations
00:38:55 - The future of mortgage advising: Show, don’t tell
00:42:41 - The tech side of mortgage brokering & growing a scalable business
📢 Enjoying the show? Don’t forget to like, subscribe, and drop a comment below with your thoughts! What’s your biggest challenge as a mortgage broker?
#MortgageTech #RealEstateFinance #MortgageBroker #FinancialStrategy #BusinessGrowth
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44:01
E63: How to Beat AI at Marketing
🚀 As AI takes over more marketing tasks, where does that leave mortgage brokers?
In this episode of Mortgage Tech Talks, Tom Hall breaks down the hidden gaps AI leaves in the market and how mortgage brokers can stand out in an increasingly noisy digital world.
🔍 AI is revolutionizing marketing—big banks and Fortune 500 companies are doubling down on automated content. But there are three key areas where AI falls short, creating a massive opportunity for brokers who know how to leverage their personality, industry expertise, and communication skills effectively.
💡 Key Takeaways from This Episode:
The biggest weaknesses of AI-driven marketing and how to exploit them to your advantage
Why authentic personality is more valuable than ever in a sea of AI-generated content
How to use context to cut through the noise and build deeper client relationships
The power of concise communication—why short, natural messaging beats AI-generated fluff
How to tailor social media, email marketing, and SMS messaging to win in 2025
📌 Episode Chapters:
⏳ 00:00 - Intro: The AI revolution in marketing
⏳ 01:14 - AI’s growing influence in mortgage marketing
⏳ 03:32 - How Fortune 500 companies are using AI for content
⏳ 05:57 - The rise of AI-generated blogs—what it means for brokers
⏳ 07:51 - What AI is good at (and why you should still use it)
⏳ 08:32 - The 3 major weaknesses of AI in marketing
⏳ 09:02 - #1: AI lacks personality—why human connection matters more than ever
⏳ 10:50 - #2: AI struggles with context—how to make your messaging more relevant
⏳ 11:10 - #3: AI-generated content is too long—why concise messaging wins
⏳ 12:06 - How to leverage social media to showcase personality
⏳ 13:04 - Why email marketing with personalization beats AI-generated content
⏳ 14:20 - How text messaging can be your secret weapon
⏳ 16:14 - The importance of short, natural communication
⏳ 17:53 - Final thoughts: How brokers can stay ahead in an AI-dominated world
🔥 If you're a mortgage broker looking to cut through the noise and dominate your market in 2025, this episode is a must-listen.
🎧 Tune in now and start winning in an AI-driven world!
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19:26
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!
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.