Mortgage Tech Talks

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.

Episodes

May 23, 2025 23 mins

In this episode of Mortgage Tech Talks, we pull back the curtain on a multi-million dollar secret most mortgage brokers never think about: your deal submission platform isn’t really free—and the reason why explains almost everything happening in the mortgage tech world today.

You’ll learn how lenders fund the systems you use, how that affects your brokerage’s software decisions, and what the future might look like in an AI-driven w...

Mark as Played

In this episode of Mortgage Tech Talks, Tom dives into the future of Canadian housing—and shares a bold theory: government-built homes might just become a new asset class.

He also breaks down the latest in mortgage tech innovation, including a deep review of Pineapple Plus, the all-in-one platform making waves in the broker space. Plus, he covers big leadership moves in the mortgage industry and what they could mean for tech adopti...

Mark as Played

A bloated feature list doesn’t mean better tech. In this episode of Mortgage Tech Talks, Tom sits down with Carter Zimmerman, of Finmo, to unpack what actually makes mortgage software successful.

Carter shares how Finmo went from idea to industry leader by focusing on user experience, simplicity, and doing fewer things better.

They cover: – The myth of the all-in-one system – Why open platforms win long term – What AI tools brokers...

Mark as Played

In this episode of Mortgage Tech Talks, Tom Hall (BluMortgage) sits down with Joe Fakhri, founder of Axiom Innovations—the tech company behind Scarlett Mortgage, Scarlett Pay, and more.

Joe shares his entrepreneurial journey, how he risked it all to build one of Canada’s most innovative mortgage tech platforms, and why machine learning—not just ChatGPT—is the real future of AI in our industry.

From product innovation and automation...

Mark as Played

In this episode of Mortgage Tech Talks, we break down some huge developments happening across the mortgage industry — both in Canada and the U.S.

From the shocking downsizing of U.S. mortgage brokers, to how Canadian mortgage tech companies are adjusting their strategies, to a deep dive into the latest partnership news between Pinch Financial and DLC — this episode is packed with insights that every mortgage professional, lender, a...

Mark as Played

In this episode of Mortgage Tech Talks, I sit down with David Mayrand, a former residential broker who transitioned into the multifamily commercial space—and then took it a step further by building a tech solution designed to streamline complex multifamily deals.

We talk about:

  • Why residential brokers struggle to break into commercial

  • The tech void in the multifamily space (and how David is solving it)

  • What makes commerci...

Mark as Played

In this episode of Mortgage Tech Talks, Tom sits down with Lawrence Schwartz—Co-Founder of Mortgage Automator and now back in the lending game with Golden Bell Capital.

They dive into:

  • Why trade shows are massively undervalued

  • The behind-the-scenes story of how Mortgage Automator was built (and sold)

  • Balancing lending with tech startup life

  • How great partners made all the difference

  • Why Lawrence walked away from "earl...

Mark as Played

In this episode of Mortgage Tech Talks, Tom recaps his recent panel at the Canadian Mortgage Summit in Vancouver and dives into three of the biggest themes shaping the mortgage tech space right now:

  1. The massive edge brokers have when adopting new tech like AI

  2. The rollout of Velocity 3.0 and why it matters

  3. Why B deals, reverse mortgages, and commercial lending are gaining momentum

From real talk about overwhelmed br...

Mark as Played
March 21, 2025 17 mins

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 th...
Mark as Played

🚨 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.

🔍 Time...

Mark as Played

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 (T...

Mark as Played
February 28, 2025 19 mins

🚀 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, creati...

Mark as Played

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 swit...

Mark as Played
February 7, 2025 20 mins

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 platform...

Mark as Played

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 ...

Mark as Played

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...

Mark as Played
January 17, 2025 21 mins

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

***

CONN...

Mark as Played

In this episode, I share 3 specific tech tools I have my eye on for 2025, and why you should also be considering them for your business.

 

In this episode I cover: → Smart scheduling with AI-powered calendar, Reclaim.ai. → Document scanning tools, if they should be done by third party companies or deal submission platforms, and who should be paying for it, lenders or agents. → The battle of the various home-valuation tools attempti...

Mark as Played
January 3, 2025 15 mins

In this episode, I try to forecast 3 big trends that we will see in Canadian mortgage tech in 2025, and what that says about the state of the industry and where it's headed.

 

In this episode I cover: → How the pendulum has swung with how people think of software in the mortgage industry and is moving towards consolidation. → Brokers & Agents shifting to different types of lending and how software could follow them. → AI: Where...

Mark as Played

In this episode, we're joined by Bekim Merdita. Bekim is the EVP and a Founding Team Member of Rocket Mortgage Canada from Windsor, Ontario, which originally launched as Edison Financial in 2020. Edison Financial rebranded to Rocket Mortgage Canada on August 8, 2022, doing business under the brand Rocket Mortgage™️ throughout the country. In 2023, Rocket Mortgage Canada also became a mortgage lender and created Rocket Pro Canada, a...

Mark as Played

Popular Podcasts

    Introducing… Aubrey O’Day Diddy’s former protege, television personality, platinum selling music artist, Danity Kane alum Aubrey O’Day joins veteran journalists Amy Robach and TJ Holmes to provide a unique perspective on the trial that has captivated the attention of the nation. Join them throughout the trial as they discuss, debate, and dissect every detail, every aspect of the proceedings. Aubrey will offer her opinions and expertise, as only she is qualified to do given her first-hand knowledge. From her days on Making the Band, as she emerged as the breakout star, the truth of the situation would be the opposite of the glitz and glamour. Listen throughout every minute of the trial, for this exclusive coverage. Amy Robach and TJ Holmes present Aubrey O’Day, Covering the Diddy Trial, an iHeartRadio podcast.

    Betrayal: Season 4

    Karoline Borega married a man of honor – a respected Colorado Springs Police officer. She knew there would be sacrifices to accommodate her husband’s career. But she had no idea that he was using his badge to fool everyone. This season, we expose a man who swore two sacred oaths—one to his badge, one to his bride—and broke them both. We follow Karoline as she questions everything she thought she knew about her partner of over 20 years. And make sure to check out Seasons 1-3 of Betrayal, along with Betrayal Weekly Season 1.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.