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Mortgage Tech TalksMortgage Tech TalksIndustry Update: Rocket, Bond Yields, Canadian Mortgage Awards🚨 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. 🔍 Timestamps: 00:00 – Bond yields are dropping—what it means for the market 00:19 – How uncertainty affects mortgage brokers and their clients 00:39 – Why this turbulence could be...2025-03-1416 minSharkPreneurSharkPreneurFrom Referee to CEO: Revolutionizing the Mortgage IndustryDoug Adlam is a serial entrepreneur, speaker, and visionary leader with a passion for exponential growth and innovation. A lifelong ice hockey enthusiast, Doug honed adaptability and resilience early on, even officiating some of the NHL’s biggest stars as they rose through the ranks. Though he fell short of becoming a professional NHL referee, this early setback fueled his determination to embrace a life of growth and entrepreneurship.Doug has built and scaled multiple businesses, most notably in the mortgage and fintech sectors. He spearheaded the growth of his family’s business, Champion Mort...2025-01-2215 minOntario Mortgage & Real Estate Insights PodcastOntario Mortgage & Real Estate Insights PodcastEpisode 161: Housing Strategy, Interest Rate Impacts, and Toronto Market DevelopmentsIn this episode, we begin with an introduction and a sponsor message from Real Approved Inc. We delve into the issue of housing unaffordability and discuss the national housing strategy. The conversation addresses the effects of rising interest rates on homeownership and compares fixed versus variable mortgage rates. We explore trends among first-time home buyers in Ontario and analyze the implications of the Bank of Canada's rate cut on mortgages. Developments in the Toronto real estate market are examined, as well as updates from Lendesk's Lender Spotlight 2024. Additionally, we cover a class-action lawsuit against Airbnb in BC. The episode concludes...2024-12-1321 minMortgage Tech TalksMortgage Tech Talks46: New Stress Test Rules, AI Panel at CMS, Top Growing Companies, & Executive Moves at Tech CompaniesIn 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: → Being a part of a technology & AI panel at the recent Canadian Mortgage Summit (CMS), and how the shine of AI is coming off.   → BluRoot being on the recent Globe & Mail list of the top growing companies in Canada, and what those in the mortgage space on that list have in common. → More shake up at the executive level of top mortgage...2024-10-1113 minMortgage Tech TalksMortgage Tech Talks42: The Keys to Success in Starting a Mortgage Tech Business with OwnWell's Dan MacDonaldIn this episode, we're joined by Dan MacDonald. Dan is the Co-Founder and CEO of Ownwell from Vancouver, BC, who formerly worked his way up at Lendesk through product management to be the CPO. Ownwell drives repeat and referral business for Canadian mortgage pros by helping their clients build wealth through homeownership. Using data, Ownwell sends highly relevant personalized content to your clients every month which allows you to increase engagement and stay top of mind.   In this episode we cover: → Dan's background and what led him to develop Ownwell, what Ownwell is, and the...2024-09-1332 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastBalancing AI with Human Interaction in Mortgage Lending with Gary FooksIn today’s episode we’re joined by Gary Fooks, the founder and CEO of 8Twelve Capital. When Gary saw an opportunity to disrupt an industry, he jumped right into the mortgage space. For him, the journey is about so much more than making money—it’s about growth. The mortgage industry is growing and changing, and if you’re not using the right technology in your business, you’re going to get left behind. Now is the time to be proactive and invest in your mortgage business so you can continue to offer the best possible service to y...2024-09-0452 minI Love Mortgage BrokeringI Love Mortgage Brokering586: Is Work-Life Balance A Myth? - Greg WilliamsonToday, we're joined by Greg Williamson. He is the Chief Revenue Officer at Lendesk and my very first coach in the mortgage business.    In this episode we will cover: We discuss work-life balance; We discuss the different forms of motivation; and We discuss upcoming trends in technology and what brokers can expect to see in the future   To connect with Greg Williamson, you can check out his link below: LinkedIn   Follow me on Instagram  I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find...2024-08-2640 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow to Stay in Meaningful Contact to Get More Deals with Dan MacDonaldIn today’s episode we’re joined by Dan MacDonald, the co-founder of Ownwell. His company was created in March 2024 with a mission of helping brokers empower their clients to build wealth through homeownership. Why does this matter? Because staying in meaningful contact with your clients makes all the difference in building lasting relationships. Using Ownwell can help brokers stay top of mind so that when life changes for their clients, which it inevitably will, they will want to reach out to their broker again. It can also plant a seed of inspiration for homeowners to buy a ne...2024-08-1446 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastUnlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 2Today we’re continuing our conversation with Yair Benyamini, the CEO and Founder of Lendai. Last episode, we discussed why Canadians might be interested in investing in the US market and what Lendai does to make the process as seamless and convenient as possible for foreign investors. There is a lot of potential waiting to be tapped into in the US right now, but you should go into it knowing what you need to consider first. Smart investors aren’t dissuaded in a down market—instead, they tend to see the opportunities in front of them. On...2024-07-2226 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastUnlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 1In this episode of Lead to Close we’re talking to Yair Benyamini, the CEO and Founder of Lendai. Lendai specializes in helping foreign investors access US financing in the mortgage space and currently operates in 45 states. Since the business began, Lendai has experienced incredible growth, leading to an expansion in their product line. These are designed to help buyers obtain different types of properties, including those that will need a little more construction. If you want to buy a property in the US, Lendai can use their network to find the perfect match for you. 2024-07-1723 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastBuilding Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 2In part two of our episode with Tango Ontario, we continue our conversation with Tom and Brandon. What’s unique about their business is the human element they bring to their client interactions, and going about it in a way that actually feels more impactful and helpful to their clients. During this episode, they share their tips for enhancing the client journey. Whether it’s helping to bring in new leads or congratulating clients at closing, they always prioritize making the experience feel as personalized as possible. On this episode of Lead to Close: ...2024-06-2822 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastBuilding Relationships and Enhancing the Client Journey with Tom and Brandon from Tango Ontario, Part 1Today we’re joined by Tom and Brandon from Tango Ontario. While so many brokers have a love-hate relationship working with realtors, Tom and Brandon see it as a goldmine. Of course, it’s not just about targeting all realtors—it’s really about targeting the right ones that will help you find success in this industry. Opening an organic conversation and using a soft ask helps Tom and Brandon build mutually beneficial relationships in the industry. In this episode, they’ll provide some insight into their approach and process, and their passion for gamifying their business. On...2024-06-2521 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow to Succeed as a New Mortgage Broker with Denise Laframboise, Part 2We’re continuing our conversation with Denise Laframboise, the Chief Operating Officer at BRX Mortgage, in this episode. BRX is unique in many ways, including their emphasis on collaboration as well as training and supporting new brokers.  So many brokers will stay at a brokerage for the long haul—even when it’s not working. While the split at brokerages like BRX may not seem competitive, the truth is that the support built in for brokers is invaluable. During this episode, Denise shares more about what makes BRX Mortgage unique and how they attract both new brokers and ind...2024-05-3126 minMortgage Tech TalksMortgage Tech Talks27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug AdlamIn this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing by 40x, it eventually lead to a merger with Axiom Mortgage Solutions which was re-branded nationally to Indi Mortgage - The Independent Mortgage Company in 2024.   In this episode we cover: → The research he does when looking at new tech, und...2024-05-3135 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow to Succeed as a New Mortgage Broker with Denise Laframboise, Part 1Today our guest is Denise Laframboise, the Chief Operating Officer at BRX Mortgage. BRX is a growth-focused brokerage aimed at elevating new brokers with the resources, technology, and training they need to be successful.  Starting out as a broker isn’t easy. Many new brokers are lucky to land just a deal or two in their first year. But Denise explains that when you align yourself with the right brokerage designed to support your growth, you can far surpass those expectations. On this episode of Lead to Close: ●      How Denise got into the business a...2024-05-2724 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastWhy You Should Give New Lenders a Chance with Cheryl Buhs, Part 2In this episode we’re continuing our conversation with Cheryl Buhs, the VP of National Sales at RFA Mortgage Corporation. In part 1, Cheryl shared her tips for being a favored lender, building relationships between lenders and brokers, and how RFA identifies and avoids inefficiencies. This time, Cheryl explores different models in the market and how RFA goes about finding the best possible solutions for clients, including those looking to refinance their home. She also discusses rates of renewal and why it’s important for lenders to play a balancing game. On this episode of Lead to C...2024-04-2627 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastWhy You Should Give New Lenders a Chance with Cheryl Buhs, Part 1Today is the first of two episodes where we welcome Cheryl Buhs. She is the VP of National Sales at RFA Mortgage Corporation. Cheryl started out as a real estate agent for a few years, but eventually decided to pivot to the broker side where her career has flourished. A lot of new lenders are entering the scene in the mortgage space, and Cheryl emphasizes the importance of giving these lenders a chance. This will help you, the broker, diversify your portfolio—something that is truly an advantage for your client.  On this episode of Lea...2024-04-1930 minI Love Mortgage BrokeringI Love Mortgage Brokering547: 5 Tactics to Double Your Google ReviewsIn today’s episode Scott shares 5 tactics you can use to increase the quality of your Google Reviews. Scott will share how he used this framework in two conversations over the past week: Why being awesome is not enough: The best time to ask for a review, hint you are probably not doing it soon enough; How to make it super simple for clients; How to turn compliments into reviews To check out James Loewen’s Reviews For more tactics and tips follow Scott on Instagram or visit I Love Mortgage Brok...2024-04-0511 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 2This episode is a continuation of our conversation with experienced mortgage broker Chris Kolinski from iSask Mortgage Brokers Saskatoon. In this second part, Chris shares even more tips for streamlining your processes. Chris has created certain non-negotiable boundaries in his business, and these boundaries have helped him build a client process that feels good for him both personally and professionally. This, as well as a strong tech stack inside his business, goes a long way in keeping his business running smoothly. On this episode of Lead to Close: ●      How having boundaries saves the time of...2024-04-0431 minCommission Breath | For Mortgage Brokers & Loan OfficersCommission Breath | For Mortgage Brokers & Loan Officers38: MASTERCLASS: How to Build Your Business with Realtor PartnersWATCH ▶️ Watch this episode on Youtube ***   EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, and has been in the Canadian mortgage industry for over 25 years. He is also the co-host of the "Lead to Close: The Mortgage Professionals Podcast" with James Loewen.   Greg is here to discuss: → How you can find and connect to more Realtor partners and various scripting. → Setting yourself apart from other Brok...2024-04-0236 minCommission Breath | For Mortgage Brokers & Loan OfficersCommission Breath | For Mortgage Brokers & Loan Officers38: MASTERCLASS: How to Build Your Business with Realtor PartnersWATCH ▶️ Watch this episode on Youtube ***   EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, and has been in the Canadian mortgage industry for over 25 years. He is also the co-host of the "Lead to Close: The Mortgage Professionals Podcast" with James Loewen.   Greg is here to discuss: → How you can find and connect to more Realtor partners and various scripting. → Setting yourself apart from other Brok...2024-04-0236 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow to Become a More Efficient Mortgage Broker with Chris Kolinski, Part 1Today we’ve got Chris Kolinski for the first of a two-part episode. Chris is a seasoned mortgage broker with iSask Mortgage Brokers Saskatoon, and he has over a decade of experience in the industry.  As a mortgage broker, Chris emphasizes that what you’re really selling is yourself. He’s made it his goal to help his clients achieve a flexible mortgage that meets their current and future needs. He shares tonnes of tips in this episode for becoming a more efficient broker. On this episode of Lead to Close: ●      Why some brokers avoid...2024-03-2829 minI Love Mortgage BrokeringI Love Mortgage Brokering543: 3 Questions to Solve 99% of your broker business problemsIn today’s episode Scott shares 3 questions he uses to help Top Producers identify and solve their biggest challenges.  Scott will share how he used this framework in two conversations over the past week:  $80 million a year producer and we talked about how to get his UW team to do the strategy calls $100 million dollar team who are currently swamped in files and their killer admin is still on Mat leave Follow Scott on Instagram Visit I Love Mortgage Brokering to find more podcasts Find out more about what Scott is buil...2024-03-2212 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastReuven Gorsht Explains The Need to Implement SystemsWe’re joined by Reuven Gorsht, the CEO of Deeded, in this episode. Deeded is a technology platform that brings ease to clients looking for a qualified real estate lawyer. Reuven emphasizes not waiting until you’re busy to implement tech that improves your systems, marketing, and customer journey. If you start now, you can be primed and ready when you’re even busier. It’s easy to get caught up in the doom and gloom, especially in today’s difficult mortgage landscape. Reuven has an optimistic take and reminds us that humans are always going to need shelt...2024-03-1434 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastGreg takes QuestionsToday’s special episode has Greg taking on questions from the audience and giving his insights. These questions have been sourced in various places across the mortgage brokering space. From these questions, we’ll get into things such as tips for building a thriving business, the advantages new brokers have in the industry, how to gain leads in today’s mortgage landscape, the latest tech and trends in the industry, and a no-fail sales structure that keeps clients coming back for more. On this episode of Lead to Close: ●      Whether the mortgage brokering space is grow...2024-02-2639 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow Fraction Innovates in the Mortgage Industry, Part 2We’re continuing our conversation with Fraction, a startup lender in the Canadian mortgage space. Fraction has introduced a fresh, modern approach to mortgages, and this has allowed them to fill gaps within the space and serve even more users. This time around, the team at Fraction compares and contrasts the mortgage industry in Canada to the United States, and they also share American products that have the potential to positively impact the Canadian mortgage industry. They later discuss what the future looks like for Fraction in terms of bringing forward new products. On this ep...2024-02-1231 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow Fraction Innovates in the Mortgage Industry, Part 1In today’s episode we’re joined by team members from Fraction, a startup lender in the Canadian mortgage space who are using new ideas to tackle problems in the industry. Their modern approach to mortgages has filled an obvious gap, opening the door to serve more users. Innovating in this industry isn’t easy. You have to prove your market and create the right technology to provide a service that meets the needs of users in today’s mortgage landscape. During the episode, the Fraction team discusses how they managed to pull this off, and what is on th...2024-01-2928 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastGetting More Business During Slower Times with Scott RogersHow can mortgage brokers generate more activity during slower periods? That’s what Scott Rogers of Greybrook Land Development is talking about during this episode. Scott is the Vice President in Greybrook’s Private Capital Markets group. After briefly dipping his toe into the world of finances, he moved onto sports—but eventually found his way back into a customer service driven finance role with Greybrook. During the episode, Scott reveals the biggest barrier a person faces in taking advantage of great opportunities in the real estate market and how he helps Greybrook clients overcome this. On...2023-12-0448 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastSarah Mathieu Talks Mortgage Marketing Trends and the Best Tools to UseOn this episode we’re joined by broker Sarah Mathieu. She is the Operational Partner and Team Lead at BRX Mortgage, focusing heavily on business development. Perhaps as a result of this, Sarah is also the brains behind her own marketing business, My Broker Pro. My Broker Pro offers templates and social media packages for Canadian mortgage brokers who want to improve their online presence. We’ll hear Sarah share her current marketing trends for mortgage brokers, secrets to getting your foot in the door and building relationships, plus tips for deciding which platforms and tools are best...2023-11-2750 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastMegan McDonald's Formula for SuccessOn this episode of Lead to Close we’re joined by Megan McDonald, the Senior Vice President of Single Family Sales at MCAP. MCAP offers easy mortgage solutions for Canadian homeowners, investors, brokers, and more.  Megan believes everything happens by design, and that’s why she’s such a big fan of process. We’ll hear Megan expand on the formula she follows for success, along with how this formula can impact your personal and professional success.   On this episode of Lead to Close: ●      Why mindset is especially important when the mortgage industry...2023-11-101h 06Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastMike Forshee Breaks Down Why the Canadian Real Estate Market is UniqueToday we’re joined by Mike Forshee, the President of Glasslake Funding ULC. Mike has been in the mortgage industry for decades, and through relationships he’s formed in the industry, he decided to bring Glasslake into Canada in 2022.  What he’s come to appreciate over the last year is that performance metrics in Canada are unique. While this may hinder some businesses from expanding into the Canadian market, well-heeled investors aren’t intimidated. During the episode, Mike shares what makes the approach at Glasslake different plus his advice for building strong relationships in the mortgage space. On...2023-11-0243 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHow Lennie Rampone and Aaron Marsh Thrive Through CollaborationOn this episode of Lead to Close we’re joined by Kelowna-based mortgage brokers Lennie Rampone and Aaron Marsh of Rampone-Marsh Mortgages. The longevity of their business highlights just how well the team approach to real estate is working for them. What’s unique about Lennie and Aaron is how they thrive using their collaborative approach. They’re united in their strong work ethic and desire to be successful, and bringing together their different perspectives makes their business stronger. During the episode they share their approach with clients and what differentiates the way they serve. On thi...2023-10-2653 minI Love Mortgage BrokeringI Love Mortgage Brokering513: Tips for Adding AI to Your Mortgage Business - Carter ZimmermanToday, we're re-joined by Carter Zimmerman. Carter is the President of Lendesk from Denver, Colorado, and is also one of the Co-Founders of Finmo.   Carter is here to discuss 5 tips for using AI in your mortgage business, and the launch of their brand new product that combines the power of AI with Lender Spotlight.   Carter's 1st ILMB Appearance in Episode 459: https://mortgagebroker.podbean.com/e/459-carter-zimmerman/   To learn more about Lendesk and Lender Spotlight, visit: www.lendesk.com   The I Love Mortgage Brokering Netw...2023-09-2533 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastStrive (Marty Frenette, Steve Kissuk, Brian Mason)Today on Lead to Close we’re joined by the team from Strive: Marty Frenette, Steve Kissuk, and Brian Mason. Strive is an award-winning mortgage finance company offering lending solutions to brokers and home buyers across Canada.   What started as identifying a need in the market between the team members became a business plan, and that’s how Strive came to be. In our discussion, the team highlights what makes them competitive and why they’ve decided to do things differently. On this episode of Lead to Close: ●      The roles Steve, Brian, and Mar...2023-09-201h 12Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastSelling Part of Your Brokerage with Nick L'EcuyerThis time we’re joined by Nick L'Ecuyer. Over the years, Nick grew from a single producer to a massive brokerage owner at The Mortgage Wellness Group, and then he made a surprising move in selling part of his business. When Nick realized he wanted to be more than a business owner, he became a leader. He began to support his team members and promote their success, which in turn led to his success. When he started looking at the bigger picture, he realized he wanted to create something more purposeful, which is truly when his business pi...2023-09-061h 12Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastThe Power in Creating the Right Working Relationships with Ron SwiftOn this episode of Lead to Close we’re joined by Ron Swift, the Chief Executive Officer of Radius Financial. Ron is a respected member of the Canadian mortgage industry with over 20 years of experience. During the episode, Ron shares his expertise on industry trends and the strategies Radius Financial uses that makes their approach especially unique. There is immense power in creating the right working relationships—one from which clients can reap great benefits. On this episode of Lead to Close: ●      When and where Ron started his career in the mortgage industry. ●  ...2023-08-231h 01Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastHiring the Right People with Scott BrownOn this episode of Lead to Close, we’re joined by Scott Brown from Ultimate Mortgage Group based out of Toronto. Scott created Ultimate Mortgage Group in 2006 with his partners, and last year was their biggest and most successful year yet. Hiring the right people into your business can bring positive change in so many ways. Not only do they bring their own unique skills and perspective, but they also free your time so you can focus on growing the business. During the episode, Scott explains what he’s done right—and what he’d do differently—looking ba...2023-07-2057 minI Love Mortgage BrokeringI Love Mortgage Brokering478: Joe Tomkins Shares How Technology is Going to Transform the Mortgage IndustryToday, we're joined by Joe Tomkins. Joe is a Technical Trainer and Integration Specialist at Finmo from Nanaimo, BC, who's also a Mortgage Broker.   Joe is here to discuss the security risks Mortgage Brokers are taking, bank account scraping, and the future of technology and AI when it comes to mortgages.   In today's "Ask The Expert" segment, we have Ben McCabe from Bloom Finance discussing where to find reverse mortgage leads.   Joe Tomkins' Website: www.joetomkins.ca Finmo Website: www.lendesk.com/finmo   2023-05-2242 minI Love Mortgage BrokeringI Love Mortgage Brokering459: Carter Zimmerman on Analyzing Your Marketing FunnelToday, we're joined by Carter Zimmerman. Carter is the President of Lendesk from Denver, Colorado, and is also one of the Co-Founders of Finmo.   Carter is here to discuss marketing, analyzing your funnel, and what's happening at Lendesk.   In today's "Ask The Expert" segment, we have Tom Hall from BluMortgage discussing the top 3 reasons you're losing leads today.   To learn more about Finmo and Lendesk, visit:  https://hubs.li/Q01xdVGv0   BluMortgage Website: www.blumortgage.ca/ilmb   The I Love M...2023-03-0648 minI Love Mortgage BrokeringI Love Mortgage BrokeringRMBP: Best of 2022, Part 2Today, we're bringing 2022 to a close by compiling the best RMBP episodes in the second half of the year. Included are Lora Behm, Matthew Cook, Wilma Payne, Brandon Love, and Scott Peckford.   We'll be back with a new episode next week, but in the meantime, keep crushing it Broker Nation.   If you're looking exclusively for rookie broker content, subscribe to the "Rookie Mortgage Broker" podcast, available wherever you get your podcasts.   Episode 399 - Lora Behm: https://mortgagebroker.podbean.com/e/399-lora-behm/ Episode 401 - Matthew Cook: htt...2022-12-3033 minRookie Mortgage BrokerRookie Mortgage BrokerBest of 2022: Part 2Today, we're bringing 2022 to a close by compiling the best RMBP episodes in the second half of the year. Included are Lora Behm, Matthew Cook, Wilma Payne, Brandon Love, and Scott Peckford.   Episode 42 - Lora Behm: https://myfirst5million.podbean.com/e/42-lora-behm/ Episode 43 - Matthew Cook: https://myfirst5million.podbean.com/e/43-matthew-cook/ Episode 46 - Wilma Payne: https://myfirst5million.podbean.com/e/46-wilma-payne/ Episode 54 - Brandon Love: https://myfirst5million.podbean.com/e/54-brandon-love/ Episode 55 - Scott Peckford: https://myfirst5million.podbean.com/e/55-scott-peckford/2022-12-3032 minI Love Mortgage BrokeringI Love Mortgage BrokeringILMB: Best of 2022, Part 2Today, we're bringing 2022 to a close by compiling the best ILMB episodes in the second half of the year. Included are Livian Smith, Rob McLister, Brian Cooke, Jason Henneberry, Christine Buemann, and Jim Tourloukis.   We'll be back with a new episode next week, but in the meantime, keep crushing it Broker Nation.   Episode 382 - Livian Smith: https://mortgagebroker.podbean.com/e/382-livian-smith/ Episode 402 - Rob McLister: https://mortgagebroker.podbean.com/e/402-rob-mclister/ Episode 410 - Brian Cooke: https://mortgagebroker.podbean.com/e/410-brian-cooke/ Episode 429 - Jason He...2022-12-2645 minI Love Mortgage BrokeringI Love Mortgage BrokeringLive 9: Why You Need to Look at Auto Finance Loans as a Mortgage BrokerToday, we're joined by Kevin Kennedy, for another live episode. Kevin is the President and Founder of KDK Financial from Edmonton, Alberta.   Kevin is here to discuss what KDK Financial is, how they can help Brokers and their clients, and multiple use-case scenarios.   KDK Financial Website: www.kdkfinancial.com Kevin Kennedy's Email: kevin@kdkfinancial.com Chris O'Sullivan's Email: finance@kdkfinancial.com   The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.lendesk.com/finmo   2022-12-1929 minI Love Mortgage BrokeringI Love Mortgage Brokering444: Why You Need to Tell More StoriesToday, Scott shares why you need to tell more stories.   If you're looking exclusively for rookie broker content, subscribe to the "Rookie Mortgage Broker" podcast, available wherever you get your podcasts.   In today's "Ask The Expert" segment, we have Ben McCabe from Bloom discussing trends for 2023.   Bloom Finance Website: www.bloomfin.ca/ilmb   The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.lendesk.com/finmo   Follow on TikTok: @tiktok.mortgagebroker  2022-12-1617 minRookie Mortgage BrokerRookie Mortgage Broker66: Why You Need to Tell More StoriesToday, Scott shares why you need to tell more stories.   The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: www.lendesk.com/finmo   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about BRX Mortgage: www.rookietorockstar.ca   BRX Blog: www.brxhq.ca   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Find out more about the 10 Loans A Month Academy: www.10loansamonth.com 2022-12-1609 minI Love Mortgage BrokeringI Love Mortgage Brokering443: Mastering Social Media with Sarah MathieuToday, we're joined by Sarah Mathieu. Sarah is a Mortgage Broker at MortgageTech.ca from Kamloops, BC, and the Founder of My Broker Pro, which helps Brokers with their marketing.   Sarah is here to discuss how going from banker to Broker inspired My Broker Pro, and how she built up her mortgage business.   In today's "Ask The Expert" segment, we have Tom Hall from BluMortgage discussing the benefits of doing things yourself.   My Broker Pro Website: www.mybrokerpro.ca My Broker Pro Email: info@mybrokerpro.ca2022-12-1241 minI Love Mortgage BrokeringI Love Mortgage Brokering438: Greg Williamson on Threats to the Mortgage IndustryToday, we're re-joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, who most recently has been focused on fin-tech and solving broker problems.   Greg is here to discuss auto adjudication, banks coming back to the broker channel, and how foreign investment can help monolines be more competitive.   In today's "Ask The Expert" segment, we have Paul Campbell from Magenta Investment discussing finding a niche in the market.   Greg's 1st ILMB Appearance in Episode 251: https://mortgagebroker.podbean.com/e/fin...2022-11-2137 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastThings We Are Surprised People Don't KnowJason Henneberry joins us on this episode of Lead to Close. He is the Director of Technology & Strategic Initiatives at Tango Financial, a BC Mortgage Broker offering advanced mortgage planning strategies to help homeowners achieve greater financial success. The conversation today covers various topics that the hosts and Jason are surprised people don’t know about the industry. We’ll cover topics such as the flow of money inside brokerages, broker burnout, and the strategies and technologies that have made broker life more efficient. On this episode of Lead to Close: Where the money flow...2022-11-031h 01Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastSpecial Guest Chris JohnstoneOn this episode of Lead to Close we’re joined by guest Chris Johnstone, a seasoned expert in the mortgage space. He’s a man with proven longevity who has helped a lot of people. His job entails working within mortgage businesses to help streamline their processes for increasing booked appointments, including finding ways to get more inbound leads from Google. Chris shares tips and advice today that people often pay him for. Through the episode, the discussion covers topics such as increasing organic leads from Google, engaging your previous clients for referrals, how to overcome the fear...2022-09-1958 minHustle & GritHustle & GritThe Digital Mortgage Experience w/ Greg Williamson (Lendesk CRO)Treadstone Law Resources (Free for a Limited Time): https://treadstonelaw.ca/masoffer Hire Treadstone Law Here: https://w.treadstonelaw.ca/rre-digital-retainer-agreement Today's Guest: Greg Williamson Website: https://www.lendesk.com/finmo Book Recommendation: The Untethered Soul: The Journey Beyond Yourself by Michael Singer https://www.amazon.ca/Untethered-Soul-Journey-Beyond-Yourself/dp/1572245379 About Treadstone Law Treadstone Law is a Digital Law Firm with the experience to close real estate transactions across Ontario. We complete everything without you having to visit our office...2022-07-1953 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastSales Strategies for Inflationary TimesDuring this episode of Lead to Close, James and Greg discuss the best ways to navigate the sales process, especially during times of inflation. These tactics can also encourage your clients to choose you over the competition. There are strategies you can implement to have more effective sales conversations, and it starts with exploring options rather than jumping to a decision on fixed versus variable rates. This means the discovery call is key in setting the tone for your work with the client. This part of the strategy and the following steps are covered throughout the episode.2022-06-1740 minI Love Mortgage BrokeringI Love Mortgage Brokering345: Greg Williamson on Why Mortgage Broker Market Share is Increasing and Other TrendsToday, we're joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo, which got acquired by Lendesk in 2020.   Greg is here to discuss why the mortgage broker market share is going up, trends in fin-tech, and how brokers should adapt.   If you're interested in learning more about Finmo, visit: www.finmo.ca/ilmb   In today's "Ask The Expert" segment, we have Tom Hall from BluMortgage discussing birthday touch points.   Greg's 1st ILMB Appearance in Episode 251: https://mortgagebroker.podbean.com...2021-11-1543 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastThe Art of Client Retention Strategies with Matt ParkerJames and Greg are sitting down with Matt Parker, team leader and mortgage broker at The Mortgage Group (TMG). Matt is well-versed in client retention and nurturing existing clients to promote further business growth. Matt dives into what client retention is and how it’s different from general marketing. Client retention is important for growth, and he shares what brokers can focus on to bring greater value to their clients and build their business more predictably. On this episode of Lead to Close: How Matt got into the mortgage industry. Why Matt says this ca...2021-10-2747 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastDeep Tech Dive with Jackson MiddletonJames and Greg sit down for a deep tech dive with Jackson Middleton in this episode. Jackson runs Deploy, a company that’s doing fantastic work in the mortgage space. He’s on the podcast to discuss tech needs in the mortgage industry and how tech, including, can be used to support brokers. Jackson examines building the best software stacks for new agents, growing agents, and mega agents. He also discusses what the future of tech looks like in this space and the role it plays throughout your client’s journey.   On this episode...2021-09-151h 10Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastChoosing your Brokerage or NetworkGreg and James are sitting down with Frances Hinojosa, President, Co-Founder, and Mortgage Broker at Tribe Financial. She is also a Lendesk ambassador. They’re getting into what you need to consider when choosing a brokerage as well as a network. You’ll hear about some of the topics people in this industry tend to shy away from: the antics, the trends, and the lesser-known things about what brokerages are doing these days. It’s time to go beyond complacency and level up by identifying what you should be looking for. On this episode of Lead t...2021-08-261h 24I Love Mortgage BrokeringI Love Mortgage Brokering320: Justin Foulis on Funding 57 Mortgages in His 1st YearToday, we're joined by Justin Foulis. Justin, a graduate of our 10 Loans a Month Academy who talked his way in with only having 4 mortgages completed, funded 57 mortgages in his first 9 months.   Justin is here to discuss how he used to get business from the Home Depot parking lot, and his amazing elevator pitch.   If you're looking exclusively for rookie broker content, subscribe to the "Rookie Mortgage Broker" podcast, available wherever you get your podcasts.   Justin Foulis' Instagram: @newimagemortgage   If you want the chance to w...2021-08-2020 minRookie Mortgage BrokerRookie Mortgage Broker3: Justin Foulis on Funding 57 Mortgages in His 1st YearToday, we're joined by Justin Foulis. Justin, a graduate of our 10 Loans a Month Academy who talked his way in with only having 4 mortgages completed, funded 57 mortgages in his first 9 months.   Justin is here to discuss how he used to get business from the Home Depot parking lot, and his amazing elevator pitch.   Justin Foulis' Instagram: @newimagemortgage   If you want the chance to win a Tesla from Finmo by Lendesk, visit: www.lendesk.com/finmo   The I Love Mortgage Brokering Network is now brou...2021-08-2020 minI Love Mortgage BrokeringI Love Mortgage Brokering319: Joanna Lang, the #3 Broker in Canada, on Overcoming AdversityToday, we're joined by Joanna Lang. Joanna is the #3 mortgage broker in all of Canada, and her goal it is to have the highest income per agent in the country.   Joanna is here to discuss how she got started in the industry, running an apprenticeship-type model of her business, and how Covid forced her to change her business.   In today's "Ask The Expert" segment, we have Tom Hall from Blu Mortgage discussing his 3 tips on managing your CRM.   Outline Financial's Website: www.outline.ca Joanna Lan...2021-08-1627 minI Love Mortgage BrokeringI Love Mortgage Brokering318: Graham Campbell on a 300% Increase in His Second YearToday, we're joined by Graham Campbell. Graham, a mortgage broker from Kelowna, BC, is a client that went through our coaching program on building Realtor relationships, and already has over $26 million in his pipeline this year, his 2nd in the business.   Graham is here to discuss how he went from bartender to broker, and what he would've done differently in year 1 if he knew then what he knows now.   If you're looking exclusively for rookie broker content, subscribe to the "Rookie Mortgage Broker" podcast, available wherever you get your podcasts. ...2021-08-1322 minRookie Mortgage BrokerRookie Mortgage Broker2: Graham Campbell on a 300% Increase in His Second YearToday, we're joined by Graham Campbell. Graham, a Mortgage Broker from Kelowna, BC, is a client that went through our coaching program on building Realtor relationships, and already has over $26 million in his pipeline this year, his 2nd in the business.   Graham is here to discuss how he went from bartender to broker, and what he would've done differently in year 1 if he knew then what he knows now.   Graham Campbell's Website: www.campbellmortgagepros.ca Graham Campbell's Facebook: @campbellmortgagepros   If you want the chance to win...2021-08-1321 minI Love Mortgage BrokeringI Love Mortgage BrokeringTLAM 39: Commitment - How to Create More Realtor ReferralsIn this episode, I share 3 instances where you can use the principal of commitment to help you get more realtor referrals.   If you're looking exclusively for "10 Loans a Month" episodes, subscribe to the "10 Loans a Month" podcast, available wherever you get your podcasts.   If you want the chance to win a Tesla from Finmo by Lendesk, visit: www.lendesk.com/finmo   The I Love Mortgage Brokering Network is now brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb   If you...2021-08-1111 minLead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastGrowthing PainsContinuing the last episode’s discussion about team building, today Greg and James will talk about hiring people and making sure they don’t quit. It’s something that every realtor trying to grow their own business has to deal with. Additionally, the guys will reveal hires that they view as unnecessary and the reasons why they feel this way. They’ll also give tips on meeting with other realtors and your own team members. On this episode of Lead to Close: An activity to help you figure out who your first hire should be. Skil...2021-07-301h 12Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastTackling Team Structures while Scaling a Team, featuring Zach SilvermanIn this episode, Greg and James sit down with Zach Silverman from Silverman Mortgage Group in Langley, BC. They all know one another from a mastermind group and have been acquainted for years, so Greg and James know Zach’s business well. Today’s discussion revolves around peeling back the layers of the Silverman Mortgage Group business. We’ll hear about unpacking the flow of leads, scaling a business, creating a team, increasing conversions, and more. On this episode of Lead to Close: How a lead starts at Silverman Mortgage Group. The different reasons why yo...2021-07-151h 28Lead to Close: The Mortgage Professionals PodcastLead to Close: The Mortgage Professionals PodcastDo you have a job or a business?Welcome to Lead to Close. Between Greg and James, there’s been a lot of learning, growing, and laughing. Now, there’s a desire to share their experiences with mortgage brokers in a way that’s very transparent. This podcast will cover pragmatic topics, but it will also touch on lifestyle topics and other subjects that some podcasts are too afraid to talk about. Today’s episode is all about the obstacles to scaling and how you can overcome them. On this episode of Lead to Close: A brief summary of how the podcast started...2021-07-0848 minThe Brokers Helping Brokers PodcastThe Brokers Helping Brokers PodcastYou Have Choice in Mortgage Tech and You Need It - Featuring Greg WilliamsonThere is one important fact in the mortgage space you can't avoid: Clients demand you meet them where they are. The only way to do that, the only way to provide a seamless mortgage process and experience is by embracing mortgage technology. But for that, it needs to match your business, you need choice and to be able to choice the platform and options that will elevate your success. Greg Williamson of Finmo by Lendesk joined us this week to talk choice, why clients demand tech and how even further innovation is coming so don't fall behind.2021-05-1926 minI Love Mortgage BrokeringI Love Mortgage Brokering186: Ask A Broker 022: When Do You Hire an Assistant?Scott Peckford and Dustan Woodhouse Answers Your Mortgage Broker Questions.   Key Points & Questions... When do you hire an assistant? What do you do if someone refuses to sign a credit bureau?   Ask A Broker is sponsored by: Lendesk, the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out o...2017-05-1815 minI Love Mortgage BrokeringI Love Mortgage Brokering180: Ask A Broker 021: Peter Majthenyi Shares Marketing AdviceAsk a Broker is back! This is a special live Q&A session with Peter Majthenyi from Broker Talks 2016 Toronto. Key Points & Questions Can you talk about your CRM process? And what's your contact sweet spot? When did you stop taking on new customers? When did you stop focusing on other things and started focusing on your data? What is the number one marketing opportunity that gets you the best return? What is the best marketing course I can take? Is your marketing staff internal or external? Did you think social media is worth wild? How...2017-04-2714 minI Love Mortgage BrokeringI Love Mortgage Brokering175: Ask A Broker 020: Mark Goode on Appraisals & Estimating Payout PenaltiesAsk a Broker is back! This is a special live QnA session with Mark Goode from Broker Talks 2016 Toronto.   Key Points & Questions Tell us about your appraisal system. Is Rate Hub something you share with your clients? What has been your biggest regret or missed opportunity? If you're meeting the client at the end of the process, who is working at the front of your process? How do you come back from an event like Broker Talks and apply what you have learned?   Ask A Broker is sponsored by: Lendesk, the ultim...2017-04-1310 minI Love Mortgage BrokeringI Love Mortgage Brokering148: Ask A Broker 019: How Do the Recent Mortgage Rule Changes Affect Brokers?This week, Scott and Dustan talk about the recent mortgage rule changes implemented by the federal government. They discuss how they think the new rules will affect brokers in the short- and long-term.   Episode 19 of Ask A Broker is sponsored by Lendesk, a mortgage technology company based out of Vancouver that has built an origination program specifically for Canadian brokers.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast...2016-10-1418 minI Love Mortgage BrokeringI Love Mortgage Brokering145: Ask A Broker 018: What Should I Know About Working Remotely?What are some secrets, tips, and tricks for doing this job away from your home base? Guest Jamie Moi shares her answers.   Episode 18 of Ask a Broker is sponsored by Lendesk, a mortgage technology company based out of Vancouver that has built an origination program specifically for Canadian brokers.   Jamie Moi's Website: https://www.westcoastmortgages.ca   Jamie Moi's E-Mail: jamiemoi@jamiemoi.com   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25milli...2016-09-3020 minI Love Mortgage BrokeringI Love Mortgage Brokering129: Ask A Broker 012: Will Rocket Mortgage Kill the Broker Business?Are mortgage brokers in danger from mortgage clients using apps like Rocket Mortgage?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loansamonth.com 2016-07-1508 minI Love Mortgage BrokeringI Love Mortgage Brokering127: Ask A Broker 011: Do You Pay For Your Clients' Appraisals?Do you pay for your client's appraisals?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loansamonth.com 2016-07-0812 minI Love Mortgage BrokeringI Love Mortgage Brokering125: Ask A Broker 010: How Do You Add Value For Your Mortgage Clients?How do you add value for your mortgage clients?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loansamonth.com 2016-07-0126 minI Love Mortgage BrokeringI Love Mortgage Brokering122: 009 Ask A Broker: When Should You Incorporate Your Broker Business?When should you incorporate your broker business?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loansamonth.com 2016-06-1715 minI Love Mortgage BrokeringI Love Mortgage Brokering120: Ask A Broker 008: How Do You Keep in Touch with Past Clients?Questions this episode are... How do you create and maintain a database of clients? How do you keep in touch with past clients?   Western Broker Services Website: https://westernbrokerservices.ca   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blue...2016-06-1016 minI Love Mortgage BrokeringI Love Mortgage Brokering118: Ask A Broker 007: How Do You Present Commitment and Admin Docs to Clients?Protip: put the MPP document first. It's an in-depth conversation. It's not revenue, it's protection for the client. If you're emailing documents, think about the timing of sending the documents to clients.   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com  ...2016-06-0312 minI Love Mortgage BrokeringI Love Mortgage Brokering116: Ask A Broker 006: When Should You Place Clients with Lenders with Trailer Fees?When/how should you decide to place a client's mortgage with a lender that offers trailer fees?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loansamonth.com 2016-05-2715 minI Love Mortgage BrokeringI Love Mortgage Brokering114: Ask A Broker 005: When Should You Fire a Client?Questions this episode are... When/how should you fire a difficult/unruly mortgage client? Strategies for filtering mortgage clients before you get serious. What are your non-negotiable fireable offences? Realize also that clients are under large amounts of stress.   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early access to find out more.   I Love Mortgage Brokering: www.ilovemortgagebrokering.com ...2016-05-2017 minI Love Mortgage BrokeringI Love Mortgage Brokering111: Ask A Broker 004: Should Your Clients Go Variable or Fixed?An average of 60% of mortgages are broken in an average of 38 months into the mortgage, triggering a penalty of 4.5%. 5-year fixed mortgages as safe? How does a hot market fit into porting a mortgage? Penalties for variable or 2-year fixed are 9x lower than those in a 5-year fixed. Where are rates going, anyway? But what about the lower commission on that 2-year fixed file? Why you should tell your client your commission on the file, regardless of FICOM rules. Are you a broker or...2016-05-1319 minI Love Mortgage BrokeringI Love Mortgage Brokering109: Ask A Broker 003: How Do You Deal with Last Minute Lender Switches?You work hard with a lender to get a client pre-approved. The client now wants to find another lender for a lower rate, and/or remove the subjects in a shorter timespan. How do you maintain your lender ratios? How do you avoid wasting your time (and the underwriter’s time)? How do you balance the client’s interests with your lenders’ interests?   Ask A Broker is sponsored by: Lendesk Lendesk – the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business...2016-05-0613 minI Love Mortgage BrokeringI Love Mortgage Brokering107: Ask A Broker 002: When Should You Hire a Marketing Assistant?You’re too busy running your business in this hot market. After getting the mortgages written, there is hardly any time left. You might be dabbling in some marketing, but how can you be effective in all the efforts you want to do: paper marketing, email marketing, community client events, etc.? How can a busy solo broker continue their marketing efforts in a busy market? Would you hire into this position, and what’s the ROI for a marketing assistant?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultim...2016-04-2913 minI Love Mortgage BrokeringI Love Mortgage Brokering105: Ask A Broker 001: Subject Free OffersQuestions asked this episode are... How do you handle hot real estate markets where there are multiple subject free offers? How do you prepare your clients for these situations? What tools and advice do you use? What can you tell buyers who want to make an offer that's subject-free? How should sellers react?   Ask A Broker is sponsored by: Lendesk Lendesk - the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business. Sign up for early a...2016-04-2225 minI Love Mortgage BrokeringI Love Mortgage Brokering90: Jared Stanley's Stealth Tips for Writing Clean B-Deals to Get Your Deals Processed FasterJared is a Business Development Officer/Underwriter at Alt Mortgages. Alt is a rapidly growing private lender. Jared recently won CAAMP/MPC's Underwriter of the Year Award for 2015. Jared started at RBC, and was poached into private lending hat.   Alt Mortgage's Website: http://altmortgages.ca   Lendesk Website: https://www.lendesk.com   I Love Mortgage Brokering: www.ilovemortgagebrokering.com   Find out more about the $25 Million Dollar Blueprint: www.get25million.com   Check out our other podcast, 10 Loans a Month: www.10loans...2015-12-2325 min