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:
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The massive edge brokers have when adopting new tech like AI
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The rollout of Velocity 3.0 and why it matters
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Why B deals, reverse mortgages, and commercial lending are gaining momentum
From real talk about overwhelmed brokers to the long-term promise of seamless AI adoption, this episode explores how the most adaptable brokers are winning — and how you can too.
👇 Timestamps:
00:00 – The unfair tech advantage mortgage brokers have over banks 00:17 – Why you should start with the client journey, not the tool 00:33 – Don’t get overwhelmed: solve one pain point at a time 00:55 – Energetic intro & why today’s update matters 01:14 – Takeaways from the Canadian Mortgage Summit 02:13 – Who was on the tech panel & what they discussed 02:50 – Why AI needs to be reverse-engineered from your client journey 03:37 – Pain points first, tech second: the key to adoption 04:11 – Create memorable client moments (and stories) 05:13 – Why brokers can adopt tools faster than banks 05:47 – 70/30 split: who’s getting ahead, and who’s overwhelmed 06:57 – The real job of tech companies right now 07:13 – Why early adopters win in the short term 07:54 – Just like Gmail: AI adoption will get easier 08:44 – What’s coming with Velocity 3.0 (and why it matters) 09:47 – Improved UI, security, speed & data handling 10:28 – Could this enable smarter AI tools in the future? 11:16 – New lender tech announcement: why it’s bigger than it seems 12:18 – Why B deals are everywhere right now 13:02 – Brokers pivoting to B and commercial deals 14:04 – The rise of reverse mortgages & agile broker strategies 14:46 – Why being nimble is brokers' superpower 15:24 – Final thoughts: opportunity in the chaos
🎧 Whether you're a tech-forward broker or just trying to keep up, this episode will give you fresh insights on where the industry is heading and how to stay ahead of the curve.
👇 Drop your thoughts in the comments and don’t forget to subscribe for more weekly insights from Mortgage Tech Talks.
#mortgagebroker #mortgagetechnology #AI #velocity #mortgagetips #canadianrealestate #mortgageadvice #fintech #MortgageTechTalks
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