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

June 6, 2025 17 mins

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...

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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 ...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...
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🚨 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...

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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...

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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...

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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...

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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...

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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 ...

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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...

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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.

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WATCH

▶️ Watch this episode on Youtube

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CONN...

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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...

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