The Mortgage Broker Podcast - podcast cover

The Mortgage Broker Podcast

The Mortgage Broker Podcastwww.joinabw.ca
The Mortgage Broker Podcast focuses on the mortgage broker. We will provide tips, tricks, and knowledge from years of experience. We're here to help you be better brokers and do more business!
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Episodes

BEHIND THE LENDER (with guest Jeff Adamson)

In a captivating Fireside Chat, Jeff Adamson shared his entrepreneurial wisdom rooted in a rich athletic background. As co-founder of Neo Financial and SkipTheDishes, Jeff’s experiences provide profound insights into building a successful business amidst competition and personal growth. CLICK HERE to learn more about Neo Financial CLICK HERE to connect with Jeff Adamson Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jun 26, 20251 hr 10 minEp. 44

BEHIND THE LENDER (with guest Mike Forshee) | #43

Dive into the compelling world of mortgage brokering with Mike Forshee. Learn about his unique journey, the inner workings of Glasslake Funding, and the future of the mortgage industry in Canada. CLICK HERE to learn more about Glasslake Funding CLICK HERE to learn more about Mike Forshee Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jun 12, 20251 hr 4 minEp. 43

BEHIND THE LENDER (with guest Damon Knights) | #42

Join us as we dive into the key insights shared by Damon Knights. Discover how EQ Bank is shaping the future of mortgage solutions and supporting brokers in Canada! Click here to connect with Damon! Learn more about EQ Bank by clicking here! Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

May 29, 20251 hr 8 minEp. 42

BEHIND THE LEADER (with guest Mario Cloutier) | #41

Mario Cloutier joins us as we explore effective leadership strategies, the importance of team dynamics, and integrating financial planning into mortgage brokering. Click here to learn more about Mario! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

May 15, 202556 minEp. 41

BEHIND THE LENDER (with guest Steve Ponte of PHL Capital) | #40

Continuing our BEHIND THE LENDER series, today’s episode welcomes Steve Ponte, the CEO of PHL Capital Corp. Visit the links below to find out more about PHL and Steve Ponte PHL Capital Corp. Website Steve Ponte on LinkedIn This episode is presented by PHL Capital Corp. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

May 01, 20251 hr 1 minEp. 40

BEHIND THE LEADER (with guest Eddy Cocciollo) | #39

Join us as we dive into Eddy's remarkable journey to become president of DLCG, exploring the leadership lessons and insights he shares with mortgage professionals. Click here to connect with Eddy Cocciollo! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Apr 24, 202555 minSeason 1Ep. 39

Be The Better Broker (with guest Dustan Woodhouse) | #38

Dustin Woodhouse shares invaluable insights from the Be the Better Broker conference, showcasing the tremendous growth and opportunities for mortgage brokers in today's evolving landscape. Let’s dive into the highlights and key takeaways! Click here to connect Dustan! ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Apr 17, 20251 hr 38 minEp. 38

The Future of Tech in Mortgage Brokering: Innovation, Efficiency, and Competitive Edge (with guest Tom Hall) | #37

Today's episode we discuss the future of technology in the mortgage space. Tom Hall, co-founder of Blu Mortgage CRM, joins us for today's episode. Click Here To Connect With Tom Hall! Click Here To Learn About Blu Mortgage CRM! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠⁠...

Apr 10, 202556 minEp. 37

BEHIND THE LEADER (with guest Mike De Eyre) | #36

Join us as we dive into the rich insights shared by Mike De Eyre, President of Mortgage Architects, on the latest episode of 'Behind the Leader'. Discover strategies for building impactful relationships in the evolving world of the Canadian mortgage industry. Click Here To Connect With Mike! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠⁠...

Apr 03, 202549 minEp. 36

BEHIND THE LEGEND (with guest John Webster) | #35

Ever wondered how one gets from a career in law to navigating the complexities of the mortgage industry? John Webster's unexpected journey reveals fascinating insights into the challenges and innovations within mortgage lending today. Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠⁠...

Mar 27, 20251 hr 21 minEp. 35

Unlocking The MIC Playbook: Insights on Private Lending in Canada (with guest Ben Sammut) | #34

Are you looking to navigate the complex world of private lending in Canada? In our latest podcast episode, guest Ben Sammut shares valuable insights that could reshape your approach to mortgage brokering. Let's dive into the key takeaways! Click here to connect with Ben! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠⁠...

Mar 20, 202542 minEp. 33

BEHIND THE BROKER (with guest Herjit Driver) | #33

Unlock the secrets to successful mortgage brokering! Herjit Driver shares invaluable insights on client relationships and the processes that drive success in the industry. Click here to connect with Herjit and learn more about Driver Mortgages! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠⁠...

Mar 13, 202542 minEp. 33

BEHIND THE LENDER: Sequence Capital (with guests Arif Mulji and Christine Perkins) | #32

In the latest episode of The Mortgage Broker Podcast, Arif Mulji and Christine Perkins take us into the world of Sequence Capital, uncovering strategies for mortgage professionals in Canada. Click here to learn more about Sequence Capital! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠⁠...

Mar 06, 202547 minEp. 32

BEHIND THE BROKER with guest Bill Fraser | #31

In the latest episode of 'BEHIND THE BROKER,' Bill Fraser, a top agent at Betterway Mortgage Group, dives deep into the realities of navigating a challenging mortgage market, emphasizing his journey through both personal and professional hurdles. Click here to connect with Bill Fraser! Questions or Feedback? don't hesitate to reach out! ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠⁠...

Feb 27, 202546 min

Economic Shockwaves: Tariffs, Rates & Housing with guest Dr. Sherry Cooper | #30

In a world filled with economic uncertainty, understanding market dynamics is crucial. Dr. Sherry Cooper joins us on The Mortgage Broker Podcast Network to share her expertise on how tariffs work and guide brokers and consumers through turbulent times. Click here to learn more from Dr. Sherry Cooper! Questions or Feedback? don't hesitate to reach out! ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here! ⁠...

Feb 20, 202555 minEp. 30

BEHIND THE BROKER (with guest Ben Choe) | #29

Ever wondered what it’s like to transition from banker to mortgage broker? Join us as we delve into Ben Cho's inspiring journey, highlighting challenges, skills acquired, and invaluable insights. Click here to connect with Ben! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!...

Feb 13, 202536 minEp. 29

Mortgage Mastery with guest Craig Vetter | #28

Today we welcome Craig Vetter! Craig is a very expereienced coach and someone we have known for years! We talk about many topics including the top 3 reasons brokers find success! Click here to learn more about Craig and Vetter Consulting! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!

Feb 06, 202555 minEp. 28

Mortgage Logic News with guest Rob McLister | #27

Very excited to have Rob McLister join us from Mortgage Logic News. Rob is the founder of Mortgage Logic News. He has a pretty incredible journey in the industry from the perspective of how he found the industry and ultimately what led him to being a writer. Click here to connect with Rob Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠⁠Find out more about A Better Way Mortgages by clicking here!...

Jan 23, 202540 minEp. 27

BEHIND THE BROKER (with guest Lena Larsen) | #26

Join us as we dive into the remarkable journey of Lena Larsen, a seasoned mortgage broker with 20 years of experience. In this episode, she reveals her secrets to success, offering invaluable advice for both new and experienced professionals in the industry. We are also joined by Cory Vance, our partner from Alberta! Click here to learn more about Lena! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here!...

Jan 09, 202538 minEp. 26

2024 A Year In Review | #25

This is our last episode for the year! We decided to give our listeners a recap episode. We had a successful year with some great guests. Our goal was to give brokers the tools to do more business. This episode is a look back at our achievements. Thank you for listening and see you in 2025! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here!...

Dec 26, 202425 minEp. 25

BEHIND THE BROKER (with guest Kelly Mann) | #24

This week's guest on BEHIND THE BROKER is Kelly Mann. Kelly shares her journey in finance and mortgage lending. From building client relationships to navigating technological shifts, discover essential tips for thriving in the ever-evolving mortgage landscape. Click here to connect with Kelly on LinkedIn Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here!...

Dec 12, 202452 minEp. 24

Business Planning for 2025: A Roadmap for Mortgage Brokers | #23

Today's episode focuses on our approach to annual business planning. We'll discuss our methods, highlight key components, share templates, and forecast our upcoming annual meeting. If you are a part of A Better Way Mortgage Group, we highly suggest you listen to this episode! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here!...

Nov 28, 202441 minEp. 23

BEHIND THE BROKER (with guest Alex D'Angelo) | #22

We are continuing with our Behind The Broker series. Today we welcome Alex D'Angelo, one of our top brokers, who has an interesting path going from banker to broker. He shares insights into his time blocking and what helps him succeed. Click here to reach out to Alex! Questions or Feedback? don't hesitate to reach out! ⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here!...

Nov 14, 202440 minSeason 1Ep. 22

BEHIND THE BROKER (with guest Vik Sahi) | #21

Today we're thrilled to introduce BEHIND THE BROKER, a new series spotlighting the remarkable brokers within a better way mortgage group. This series will explore each broker's journey, strategies, and insights. Each episode will provide you with tools and practical tips. In episode one, we are joined by Vik Sahi. He leverages his powerful relationship-building tactics to deliver an astounding client experience! Click here to learn more about Vik Sahi Questions or Feedback? don't hesitate to rea...

Oct 31, 202431 minEp. 21

Preparing for FINTRAC: New AML-ATF Regulations and What Mortgage Brokers Need to Know | #20 (with guest Dave Teixeira)

We prepare for FINTRAC, the new AML-ATF Regulations, and what mortgage brokers NEED to know! These are big changes and joining us to discuss this episode is Dave Teixeira, Executive Vice President of Operations at Dominion Lending Centres. This episode was filmed before October 11, which was the date these changes took place. ⁠ CLICK HERE to connect with Dave Teixeira⁠ Questions or Feedback? don't hesitate to reach out! ⁠ Find out more about A Better Way Mortgages by clicking here! ⁠...

Oct 17, 20241 hr 2 minEp. 20

Broker Complete To Funded (The Perfect Loan Process Part 7) | #19

This is the final step of The Perfect Loan Process. Today we will discuss going from Broker Complete to Funded. The Perfect Loan Process is a comprehensive process we developed. Dive into the entire process below! ⁠Part 1 - The Perfect Loan Process⁠ ⁠Part 2 - Lead Consultation Process⁠ Part 3 - Document Collection & Pre-Review Process⁠ ⁠ Part 4 - Review Summary and Strategy Process⁠⁠ ⁠ Part 5 - Planning & Strategy Session⁠ Part 6 - Live Deal and to Approved Stage ⁠⁠ Find out more about A...

Oct 03, 202431 minEp. 19

Live Deal and to Approved Stage (The Perfect Loan Process Part 6) | #18

Today we are diving into the LIVE DEAL to APPROVED STAGE. Everything that happens from the minute we know we have a live deal, accepted offer in a purchase or refinance ready to move forward, right until the approved stage. Part 1 - The Perfect Loan Process⁠ ⁠Part 2 - Lead Consultation Process⁠ ⁠Part 3 - Document Collection & Pre-Review Process⁠ ⁠Part 4 - Review Summary and Strategy Process⁠ Part 5 - Planning & Strategy Session ⁠ Find out more about A Better Way Mortgages by clicking her...

Sep 19, 202432 minSeason 1Ep. 18

Planning & Strategy Session (The Perfect Loan Process Part 5) | #17

Today we are jumping into the Planning & Strategy Session portion of our Perfect Loan Process Series! Jump into the entire series by clicking below! Part 1 - The Perfect Loan Process Part 2 - Lead Consultation Process Part 3 - Document Collection & Pre-Review Process Part 4 - Review Summary and Strategy Process Find out more about A Better Way Mortgages by clicking here...

Sep 05, 202433 minEp. 17

Review Summary and Strategy Process (The Perfect Loan Process Part 4) | #16

This is a continuation and Part 4 of our Perfect Loan Process. Today we are focused on the review stage and the strategy that comes along with that. This is where the file starts to unfold and the opportunity for the client is found. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here

Aug 22, 202432 minEp. 16

Mid-Summer ABW Mastermind Recap | #15

Today's episode will summarize the Mid-Summer ABW Mastermind event for mortgage brokers. Hosted over Zoom, it focused on enhancing client engagement, streamlining processes, and planning for future growth. After listening, let us know what you think with a review! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find out more about A Better Way Mortgages by clicking here

Aug 08, 202438 minEp. 15
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