In 2013, a small private lender in Toronto needed a way to streamline their document generation. What started as a simple tool blossomed into Mortgage Automator, a full-fledged CRM that's revolutionizing the way private lenders operate.
Today, we're sitting down with Lawrence Schwartz, the mastermind behind Mortgage Automator. He'll be taking us on a journey – from the initial spark of the idea to overcoming challenges, and finally, diving deep into the technical aspects of this game-changing platform.
Show notes:
1:08 - Introduction
4:43 - Starting the mortgage business from scratch
8:38 - What is Mortgage Automator as a product
14:06 - It’s all about understanding the challenges that any business have
25:06 - What does an average day look like for an executive in the company Mortgage Automator?
30:03 - Lawrence explains their structure as a company
38:50 - Mindset shifts: From investor to deal-makers
51:01 - Outro
Resources:
Find Lawrence On:
Find Neal On:
Find Ryan On:
