About Lead to Close: The Mortgage Professionals Podcast
Lead to Close: The Mortgage Professionals Podcast featuring authentic and real conversations amongst Canadian mortgage pros. Hosted by industry leaders James Loewen and Greg Williamson, with unfiltered opinions and no topic off limits, these are the conversations you wished the industry was having.
Balancing AI with Human Interaction in Mortgage Lending with Gary Fooks
In 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 your clients.
On this episode of Lead to Close:
● How he stumbled into the mortgage industry and what drew him to working in it.
● What a partnership really is and why it’s so important in his business.
● Where most people fall apart in a partnership and how they can do better.
● Where the name of the business came from.
● Why it’s so important to streamline the customer journey all the way through.
● How AI technology will (and won’t) change the mortgage industry.
● How often homeowners should be checking their financial health and why.
● Why mortgage brokers avoid investing in their business, but should get out of that habit.
● The importance of efficiency and how long turnaround times hurt you.
● Where Gary has tripled down in his business and how it’s supporting growth.
● His tips for attracting motivated brokers to his business.
● Gary’s top tips for mortgage business owners who want to stand out in the industry.
● The difference between owning a business and running a successful one.
Finmo: https://www.lendesk.com/finmo
14 Aug 2024
How to Stay in Meaningful Contact to Get More Deals with Dan MacDonald
In 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 new home.
On this episode of Lead to Close:
● The creative skill Dan has and what happened when he pursued it years ago.
● The personal experience that inspired Dan to come up with Ownwell.
● Why meaningful, ongoing contact between brokers and clients matters.
● What new homeowners find of value versus what they don’t.
● Ownwell’s US competitor and how they’re doing in the American market.
● The opportunities Ownwell highlights for mortgage brokers and how it functions.
● Common strategies brokers use to maintain client contact and how to do better.
● How sharing financial information with homeowners can inspire them to buy again.
● The power of referrals in the mortgage professional space.
● Why knowing (and using) your data as a broker matters.
● The future of the mortgage industry and the trends that are going to continue.
● Why the role of you, the broker, is more important than it’s ever been before.
● The best tactics for growing your mortgage business in today’s market.
Finmo: https://www.lendesk.com/finmo
22 Jul 2024
Unlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 2
Today 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 this episode of Lead to Close:
● The different ways you can approach buying properties in the US.
● The importance of considering liability and protecting yourself.
● How to decide if investing in the US by purchasing a property is right for you.
● Signs that someone is a smart investor (or not so smart).
● What has pushed buyers out of the market in the past, and if it still applies.
● What’s happening in the US housing market currently.
● How loans in the US are different from the typical ones in Canada.
● Where the name “Lendai” came from and how it relates to the core of their business.
● What Lendai could double down on to give themselves an edge in business right now.
● Where you can learn more about investing with Lendai.
● How they white label for their partners and what that process looks like.
● Tips for increased productivity, especially when it comes to reading.
Finmo: https://www.lendesk.com/finmo
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