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.
Lead to Close: The Mortgage Professionals Podcast
Claim This Podcastby Lendesk
5.0(3 reviews)
34 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇨🇦
Podcast Overview
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.
Language
🇺🇲
Publishing Since
7/8/2021
3 verified contact emails on file for Lead to Close: The Mortgage Professionals Podcast
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
September 4, 2024
Balancing AI with Human Interaction in Mortgage Lending with Gary Fooks
<p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang="EN">On this episode of Lead to Close:</span></strong></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How he stumbled into the mortgage industry and what drew him to working in it.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">What a partnership really is and why it’s so important in his business.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Where most people fall apart in a partnership and how they can do better.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Where the name of the business came from.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Why it’s so important to streamline the customer journey all the way through.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How AI technology will (and won’t) change the mortgage industry.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How often homeowners should be checking their financial health and why.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Why mortgage brokers avoid investing in their business, but should get out of that habit.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The importance of efficiency and how long turnaround times hurt you.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Where Gary has tripled down in his business and how it’s supporting growth.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">His tips for attracting motivated brokers to his business.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Gary’s top tips for mortgage business owners who want to stand out in the industry.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The difference between owning a business and running a successful one.</span></p> <p class="MsoNormal"><span lang="EN" xml:lang= "EN"> </span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang= "EN">Finmo:</span></strong> <span lang="EN" xml:lang="EN"><a href= "https://www.lendesk.com/finmo"><span style= "color: #1155cc;">https://www.lendesk.com/finmo</span></a></span></p>
August 14, 2024
How to Stay in Meaningful Contact to Get More Deals with Dan MacDonald
<p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang="EN">On this episode of Lead to Close:</span></strong></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The creative skill Dan has and what happened when he pursued it years ago.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The personal experience that inspired Dan to come up with Ownwell.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Why meaningful, ongoing contact between brokers and clients matters.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">What new homeowners find of value versus what they don’t.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Ownwell’s US competitor and how they’re doing in the American market.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The opportunities Ownwell highlights for mortgage brokers and how it functions.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Common strategies brokers use to maintain client contact and how to do better.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How sharing financial information with homeowners can inspire them to buy again.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The power of referrals in the mortgage professional space.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Why knowing (and using) your data as a broker matters.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The future of the mortgage industry and the trends that are going to continue.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Why the role of you, the broker, is more important than it’s ever been before.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The best tactics for growing your mortgage business in today’s market.</span></p> <p class="MsoNormal"><span lang="EN" xml:lang= "EN"> </span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang= "EN">Finmo:</span></strong> <span lang="EN" xml:lang="EN"><a href= "https://www.lendesk.com/finmo"><span style= "color: #1155cc;">https://www.lendesk.com/finmo</span></a></span></p>
July 22, 2024
Unlocking US Mortgage Opportunities for Canadian Investors with Yair Benyamini, Part 2
<p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><span lang="EN" xml:lang="EN">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.</span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang="EN">On this episode of Lead to Close:</span></strong></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The different ways you can approach buying properties in the US.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">The importance of considering liability and protecting yourself.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How to decide if investing in the US by purchasing a property is right for you.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Signs that someone is a smart investor (or not so smart).</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">What has pushed buyers out of the market in the past, and if it still applies.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">What’s happening in the US housing market currently.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How loans in the US are different from the typical ones in Canada.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Where the name “Lendai” came from and how it relates to the core of their business.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">What Lendai could double down on to give themselves an edge in business right now.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Where you can learn more about investing with Lendai.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">How they white label for their partners and what that process looks like.</span></p> <p class="MsoNormal" style= "margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"> <!-- [if !supportLists]--><span lang="EN" xml:lang= "EN"><span style="mso-list: Ignore;">●<span style= "font: 7.0pt 'Times New Roman';"> </span></span></span> <!--[endif]--><span lang="EN" xml:lang="EN">Tips for increased productivity, especially when it comes to reading.</span></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span lang="EN" xml:lang= "EN">Finmo:</span></strong> <span lang="EN" xml:lang="EN"><a href= "https://www.lendesk.com/finmo"><span style= "color: #1155cc;">https://www.lendesk.com/finmo</span></a></span></p>
34 total episodes available
Deep-dive analytics for Lead to Close: The Mortgage Professionals Podcast
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Lead to Close: The Mortgage Professionals Podcast?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.