Mortgage Tech Talks

In this episode of Mortgage Tech Talks, we dive deep into the latest developments shaping Canada’s mortgage, real estate, and business landscape. From how top influencers are dominating both social media and deal volume, to surprising leadership moves at Quest Mortgage, to Brookfield’s $2.9B acquisition of First National — we go beyond the headlines to explore what these changes really mean for mortgage professionals.

Whether you’r...

In this episode of Mortgage Tech Talks, we explore one of the most exciting new AI advancements — ChatGPT’s Agent Mode — and why it’s a potential game-changer for mortgage brokers, real estate professionals, and anyone in the housing industry.

You’ll see a live demo where Agent Mode goes beyond just answering questions — it literally opens a virtual desktop, clicks through RBC’s affordability calculator, uses Ratehub, researches ho...

MORTGAGE TECH INDUSTRY UPDATE – Summer's Not So Slow After All 🚨 In this episode of Mortgage Tech Talks, we’re diving into the latest movements shaking up the Canadian mortgage technology space. From Pineapple Financial’s dramatic stock rebound to M3 Tech’s broker-first narrative and Pine’s continued success with a borrower-first approach — this one is full of insights and analysis you don’t want to miss.

We revisit past stories, ...

In this episode of Mortgage Tech Talks, I sit down with Tyler Cameron, Founder & CEO of wrksourcing, to talk about the real path from chaos to clarity in entrepreneurship.

We break down:

• Why being a visionary isn’t enough anymore

• The difference between a VA and a true integrator

• What brokers actually need to scale

• How to adopt tech (without getting lost in the noise)

• Why FOMO is hurting entrepreneurs more than hel...

How Mortgage Brokers Should Use Summer to Get Ahead (And Avoid AI Overwhelm)

In this solo episode of Mortgage Tech Talks, Tom Hall gets tactical on how mortgage brokers can use the slower summer months to reset, refocus, and retool. From confidently taking time off to building systems, cleaning up your business backend, and diving deep into AI (instead of chasing every new tool), this is the episode you didn’t know you needed.

If y...

In this episode of Mortgage Tech Talks, I’m not just talking about AI... I’m showing you exactly how to use it. I walk you through three powerful ChatGPT prompts (plus a bonus fourth) that you can copy and paste today to actually grow your mortgage business.

Most people are still using AI the way they used Google — and that’s a huge mistake. I’ll show you how to get way better results by treating ChatGPT like a business partner, no...

In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.

Rich shares:

• His origin story launching Nexxa, the first web-based CRM for brokers

• The mindset and grind that helped scale to 7,000+ users

• How DLCG and Velocity are future-proofing the mortgage industr...

In this episode of Mortgage Tech Talks, Tom sits down with Karen Wilson — founder of Broker Complete and VP of Training & Operations at DLC Elite Team — to unpack what truly drives success in today’s mortgage industry: trust, accountability, community, and process efficiency.

Karen shares her journey from running a successful fitness business to becoming a leader in the mortgage world, drawing powerful lessons about relationshi...

In this episode of Mortgage Tech Talks, I’m pulling back the curtain on everything I’ve learned building BluMortgage—and what I’d do differently if I were starting from scratch today.

I’m walking you through how I’d think about: → Building a simple, addictive product → Structuring a freemium model → Leveraging referrals over paid ads → Using AI (the right way) → And why simplicity always wins

Whether you’re in mortgage tech or any ...

In this episode of Mortgage Tech Talks, Tom breaks down the biggest shifts happening in Canada's mortgage technology landscape — from major lender-platform disconnections to what AI could mean for the future of mortgage app development.

We cover:

• Why top lenders are cutting ties with major tech platforms

• Real examples of platform incentives (like free trips) and their long-term strategy

• A powerful update from Ben...

If your brokerage went under tomorrow—would your business survive?

In this episode of Mortgage Tech Talks, Tom breaks down a powerful video from Ron Butler that’s making waves across the mortgage industry. From ownership of your domain and CRM to warning signs your brokerage might be in financial trouble, this episode is a wake-up call for brokers in Canada.

Timestamps:

00:00 – Why every broker must own their domain, inbox, and CRM...

In this episode of Mortgage Tech Talks, Tom dives deep into one of the most practical AI tools available to mortgage brokers today: AI-powered note-taking bots.

You’ll learn how tools like Fathom, Fireflies, and Otter are transforming how brokers run client meetings, track follow-ups, and stay compliant — all while saving time and improving client service. Tom breaks down the exact features that make these tools game-changers, how ...

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...

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...

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...

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...

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...

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...

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...