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:
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Why trade shows are massively undervalued
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The behind-the-scenes story of how Mortgage Automator was built (and sold)
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Balancing lending with tech startup life
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How great partners made all the difference
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Why Lawrence walked away from "early retirement" to get back into lending
Whether you’re a broker, lender, or aspiring fintech founder, this episode is packed with wisdom, real talk, and some hard-earned lessons from one of the industry’s best.
Connect with Lawrence: https://www.linkedin.com/in/lawrence-schwartz-13611529/
🎙 Hosted by Tom Hall | Powered by BluMortgage
#mortgagebrokers #mortgagetechnology #realestateinvesting #fintech #entrepreneurship #MortgageAutomator
⏱️ Timestamps:00:00 – Why Trade Shows Are Basically Free 01:11 – Meet Lawrence Schwartz: Co-Founder of Mortgage Automator 02:37 – What Mortgage Automator Was Built For 04:11 – Funny Sales Funnel Story (Oops!) 06:58 – No Perfect Software Exists (Here’s Why That’s Okay) 07:17 – The “Secret Sauce” Behind Mortgage Automator’s Success 08:46 – Real-Time Product Feedback from Lenders 10:08 – Learning from Client Rejections 11:18 – Growing Trade Show Presence Over Time 13:16 – Why You Always Go to Trade Shows 15:28 – Early Signs That Mortgage Automator Was Taking Off 16:35 – Building a Sales Team That Could Sell Without You 18:47 – Balancing Lending and Tech in the Early Days 20:48 – COVID and the Pivot to Full-Time Software 22:07 – The Power of the Right Business Partners 25:06 – Returning to Lending After the Exit 27:08 – Realizations After “Retirement” 29:02 – Why Lawrence Didn’t Spend a Dime After Selling 31:14 – The Lending Philosophy at Golden Bell Capital 33:23 – What Types of Deals Golden Bell Does 36:40 – Why Simplicity & Speed Still Win 38:36 – The Reason They Only Lend in the GTA 39:53 – Final Thoughts: Send Us One Good Deal 40:28 – Where to Find Lawrence
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