The Mortgage Broker Podcast

A Better Way Mortgage Group
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We are the partners of A Better Way Mortgage Group, Dean Lawton, Deryk Williamson, & Jason Marshall, which is one of the largest groups in the Dominion Lending Centres network. "The Mortgage Broker Podcast" will focus on you, the mortgage broker, sharing tips, tricks, and knowledge from years of experience. We're here to help you be better brokers, do more business, and have more time to spend with your families.

  1. 64: Fighting Hunger & Breaking Poverty Cycles With CityReach Care Society

    2D AGO

    64: Fighting Hunger & Breaking Poverty Cycles With CityReach Care Society

    WATCH ▶️ ⁠Watch this episode on YouTube⁠ ***   EPISODE DESCRIPTION In this episode, Dean is joined by Shad Mayne. Shad is the Chief Development Officer of CityReach Care Society from Vancouver, BC, a registered Canadian charity serving thousands of vulnerable individuals, children, and families across the Greater Vancouver area. Specializing in meeting tangible needs through food security initiatives, CityReach provides a network of support through a variety of programs and community events. As the development officer, Shad shares the impact and vision of CityReach with potential sponsors and partners, with the belief that together they can provide more hope to the community. Shad is here to discuss:   → What CityReach Care Society does, who they help, and their expansion into neighbouring communities. → The importance of food recovery and how Canada should not have any food scarcity. → The different programs they run including Food for Families & Adopt a School. → The various events they host including the Back to School Blast, Coldest Night of the Year, and their charity hockey event. → Advice for those looking to give back and how you can make a difference with CityReach today. CityReach Care Society Website: www.cityreach.org CityReach Care Society LinkTree: www.linktr.ee/cityreachcaresociety CityReach Care Society LinkedIn: @cityreachcaresociety CityReach Care Society Instagram: @cityreachcaresociety CityReach Care Society Facebook: @CityReachCareSociety CityReach Care Society YouTube: @cityreachcaresociety Shad Mayne's LinkedIn: @shadmayne Shad Mayne's Email: shadm@cityreach.org *** CHAPTERS 00:00 Intro 00:31 What is City Reach Care Society? 5:49 Starting Out of a Tire Warehouse & Lean Overhead Costs 8:33 Expanding Beyond Vancouver & Food for Families Program 14:03 The Different Programs City Reach Runs 21:19 The Adopt a School Program 27:39 Helping Refugees in the Community 30:36 The Back to School Blast 37:08 Coldest Night of the Year & Charity Hockey Event 43:59 Advice for Those Looking to Give Back & Food Recovery 49:52 How You Can Help City Reach Today 53:43 Wrap-Up 54:49 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠@abetterwaymortgage⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠@MortgageBrokerPodcastNetwork⁠ 📝 The Mortgage Broker Podcast Blog: ⁠@ABWMedia⁠ ***   CONNECT WITH THE HOSTS 📋 Dean Lawton's LinkedIn: ⁠⁠@DeanLawton⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠@DerykWilliamson⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠@JasonMarshall⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠www.joinabw.ca⁠ 📸 A Better Way Mortgages Instagram: ⁠@abetterwaymortgages⁠ 📋 A Better Way Mortgages LinkedIn: ⁠@ABetterWayMortgages⁠ 👥 A Better Way Mortgages Facebook: ⁠@ABetterWayMortgages⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠@ABWTuesdayMortgageMemo⁠

    57 min
  2. 63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It

    MAR 19

    63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It

    WATCH ▶️ ⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠⁠⁠ *** EPISODE DESCRIPTION In this episode, Dean and Jason break down how Dean has integrated AI into their mortgage practice — from 30-second client emails, to instant lender policy search, and automated marketing content. There are three live use case walkthroughs, the compliance framework every broker needs, a first look at the AI Business Planning Agent coming to the CPLP platform, and the Tenth Degree AI course built to teach all of it.    Dean & Jason discuss:   → Dean's deep dive into AI and how he's used it to expedite ABW's workflow. → Why AI matters for mortgage brokers and the time it takes to learn it properly.   → The 3 different Broker types when it comes to AI - the skeptic, dabbler, & operator. → Creating their new company, Tenth Degree AI, and their new AI course that can take anyone from skeptic to operator. → The 8 things AI must never do in a mortgage and the green-yellow-red framework to use when discerning what tasks it can do in your business. → 2 use cases to get started using AI - killing a rate objection quickly & reactivating dead leads in your CRM with a 3 email plan. → Why Dean created the mortgage specific AI Brain MB, how it's different from other current AI platforms, and the things it can do that they can't. → The re-vamped Canadian Perfect Loan Process course, the new one-of-a-kind AI coaching agent they're adding, and how this agent will help your business. → How you can attend Dean's upcoming webinar titled "Your First 5 Wins as an AI Mortgage Broker". Brain MB: www.brainmb.ai Canadian Perfect Loan Process: www.perfectloanprocess.ca Tenth Degree AI Course: www.mtg.course.tenthdegree.ai Your First 5 Wins as an AI Mortgage Broker Webinar: www.mortgage-masters.ca/ai-workshop *** CHAPTERS 0:00 Intro 1:11 How AI Has Expedited ABW's Workflow 6:11 The Time it Takes for the AI Learning Curve 9:39 What is Brain MB? 13:13 The 3 AI Broker Types - Skeptic, Dabbler, Operator 17:16 AI Use-Case: Killing Rate Objections in 60 Seconds 21:09 AI Use-Case: Reactivating Dead Leads 23:20 Brain MB Use-Case: Ranking 65 Lenders in Seconds 27:16 Diving Deeper into Brain MB 33:51 8 Things AI Must Never Do in Mortgages 37:16 Green, Yellow, & Red Framework for AI Tasks 39:08 The Re-Vamped PLP Course & New AI Coach 49:01 9 Steps of the PLP AI Coach 52:44 Our New Tenth Degree AI Course 56:06 Your First 5 Wins as an AI Mortgage Broker Webinar & Wrap-Up 57:27 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠⁠⁠⁠⁠@abetterwaymortgage⁠⁠⁠⁠⁠⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠⁠⁠⁠⁠⁠@MortgageBrokerPodcastNetwork⁠⁠⁠⁠⁠⁠ 📝 The Mortgage Broker Podcast Blog: ⁠⁠⁠⁠⁠⁠@ABWMedia⁠⁠⁠⁠⁠⁠ ***   CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: ⁠⁠⁠⁠@JustinNoda⁠⁠⁠⁠ 📋 Dean Lawton's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠@DeanLawton⁠⁠⁠⁠⁠⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠@DerykWilliamson⁠⁠⁠⁠⁠⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠⁠⁠⁠⁠⁠@JasonMarshall⁠⁠⁠⁠⁠⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠⁠⁠⁠⁠⁠www.joinabw.ca⁠⁠⁠⁠⁠⁠ 📸 A Better Way Mortgages Instagram: ⁠⁠⁠⁠⁠⁠@abetterwaymortgages⁠⁠⁠⁠⁠⁠ 📋 A Better Way Mortgages LinkedIn: ⁠⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠⁠ 👥 A Better Way Mortgages Facebook: ⁠⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠⁠⁠⁠⁠@ABWTuesdayMortgageMemo

    59 min
  3. 62: BEHIND THE LENDER with Frank Giacomini | VP of National Sales – Alternative Lending, RFA Bank of Canada

    MAR 5

    62: BEHIND THE LENDER with Frank Giacomini | VP of National Sales – Alternative Lending, RFA Bank of Canada

    WATCH ▶️ ⁠⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠⁠ *** EPISODE DESCRIPTION In this episode, Dean and Jason are joined by Frank Giacomini. Frank is the VP of National Sales – Alternative Lending at RFA Bank of Canada from Toronto, Ontario, who has over 25 years of experience in every corner of the Canadian banking & lending industries. Frank started his career as an Operations Supervisor with ING Direct Canada in the year 2000, before moving on to be a Credit Analyst within the company. Since then, Frank has been an Underwriting Manager, a BDM, and a Senior Manager of Broker Sales with ING Direct Bank of Canada, a Mortgage Agent with MonsterMortgage.ca, and a BDM, a Senior Manager of Mortgage Underwriting, and an Assistant Vice-President of National Sales with CWB Optimum Mortgage. Founded in 1996, RFA is a Canadian-owned real estate investment firm grounded in the Commercial and Asset Management segments. In 2018, RFA expanded into the residential lending market with the goal of becoming a top broker channel lender, and now holds a presence in both the Prime and Alternative lending segments.   Frank is here to discuss:   → What led him into mortgages, how he excelled at sales and being a BDM, and why he has a passion for alternative landing. → RFAs mission and differentiator - making Brokers be remarkable for their clients and a flexible penalty structure and product strategy. → Why lender conditions are actually deal support, how RFA finds solutions to make deals fund, and why RFA would decline a file. → Breaking down RFAs deal flow, how RFA maintains high service standards of their BDMs, and how RFA measures success. → Current industry trends RFA is watching, what is shaping todays alternative landscape, and the positive shifts in BSF clients & consumer credit scores. → Advice for Brokers and RFAs continuing education on alternative lending to fuel a Broker's understanding, content creation, & marketing. RFA Bank of Canada Website: www.rfa.ca/about/rfabank RFA Bank of Canada LinkedIn: @RFABankofCanada RFA Bank of Canada Instagram: @rfamortgages Frank Giacomini's LinkedIn: @FrankGiacomini *** CHAPTERS 00:00 Intro 00:31 Today's Guest: Frank Giacomini 03:07 How Frank Has Excelled at Sales and Being a BDM 08:26 Frank's Passion for Alternative Lending 10:51 RFAs Mission: Making Brokers Be Remarkable for Their Clients 14:32 RFAs Differentiator: Flexible Penalty Structure and Product Strategy 17:05 RFAs Deal Flow 21:18 Declined Files & Finding Solutions to Make Deals Fund 27:23 Current Trends Shaping the Alternative Landscape 31:29 Positive Shifts in BFS Clients & Consumer Credit Scores 36:15 Educating Brokers to Fuel Their Content Creation & Marketing 41:15 RFA's Service Standards & Measuring Success 45:38 Current Industry Trends RFA is Watching 47:52 Advice for Brokers 49:43 Wrap-Up 49:55 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠⁠⁠⁠@abetterwaymortgage⁠⁠⁠⁠⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠⁠⁠⁠⁠@MortgageBrokerPodcastNetwork⁠⁠⁠⁠⁠ 📝 The Mortgage Broker Podcast Blog: ⁠⁠⁠⁠⁠@ABWMedia⁠⁠⁠⁠⁠ ***   CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: ⁠⁠⁠@JustinNoda⁠⁠⁠ 📋 Dean Lawton's LinkedIn: ⁠⁠⁠⁠⁠⁠@DeanLawton⁠⁠⁠⁠⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠⁠⁠⁠⁠@DerykWilliamson⁠⁠⁠⁠⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠⁠⁠⁠⁠@JasonMarshall⁠⁠⁠⁠⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠⁠⁠⁠⁠www.joinabw.ca⁠⁠⁠⁠⁠ 📸 A Better Way Mortgages Instagram: ⁠⁠⁠⁠⁠@abetterwaymortgages⁠⁠⁠⁠⁠ 📋 A Better Way Mortgages LinkedIn: ⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠ 👥 A Better Way Mortgages Facebook: ⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠⁠⁠⁠@ABWTuesdayMortgageMemo

    51 min
  4. 61: The Agentic Era: Shawn Kanungo on the Future of the Mortgage Industry

    FEB 19

    61: The Agentic Era: Shawn Kanungo on the Future of the Mortgage Industry

    WATCH ▶️ ⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠ *** In this episode, Dean is joined by Shawn Kanungo, the keynote speaker at our 2026 Ascend Mortgage Conference that was held in January. As a globally recognized innovation strategist and bestselling author, Shawn has emerged as one of the world's most sought-after voices on innovation and generative AI. He spent 12 years at Deloitte working closely with leaders to help them better plan for the opportunities associated with disruptive innovation. Shawn was named the 'Best Virtual Keynote Speaker I've Ever Seen' by Forbes, and recognized as one of Edify's Top 40 Under 40. He made history as the first innovation expert with a streaming special on Apple TV and Prime Video. His bestselling book, "The Bold Ones" - celebrated by McKinsey as essential reading for decision-makers - provides a thought-provoking blueprint for professionals and organizations to embrace bold innovation in an era of unprecedented change.   Shawn is here to discuss:   → What Agentic AI is and what that means for Brokers. → Why knowledge in the mortgage industry is no longer power. → How to become the most valuable person in any business. → If SAAS, software as a service, is dead, or just evolving. → Ways to increase your value to referral partners by using AI. → The "Mortgage Ninja Folder" - how AI can do things that humans can't, creating SOPs for an AI agent, and re-imagining your business processes. → The industry mindset shift from the fear of being replaced by AI to recognizing the opportunities with AI.   Shawn Kanungo's Website: www.shawnkanungo.com Shawn Kanungo's LinkedIn: @ShawnKanungo Shawn Kanungo's Instagram: @shawnkanungo Shawn Kanungo's Facebook: @ShawnKanungo Shawn Kanungo's YouTube: @shawn.kanungo *** CHAPTERS 00:00 Intro 02:12 What is Agentic AI? 05:21 Is SAAS Dead? 09:22 The Mortgage Ninja Folder 16:02 Overcoming Fear & Recognizing Opportunities 23:36 Increasing Value for Referral Partners 25:24 Knowledge is No Longer Power 28:15 Become the Most Valuable Person in Any Business 33:16 Wrap-Up 34:13 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠⁠⁠@abetterwaymortgage⁠⁠⁠⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠⁠⁠⁠@MortgageBrokerPodcastNetwork⁠⁠⁠⁠ 📝 The Mortgage Broker Podcast Blog: ⁠⁠⁠⁠@ABWMedia⁠⁠⁠⁠ ***   CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: ⁠⁠@JustinNoda⁠⁠ 📋 Dean Lawton's LinkedIn: ⁠⁠⁠⁠⁠@DeanLawton⁠⁠⁠⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠⁠⁠⁠@DerykWilliamson⁠⁠⁠⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠⁠⁠⁠@JasonMarshall⁠⁠⁠⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠⁠⁠⁠www.joinabw.ca⁠⁠⁠⁠ 📸 A Better Way Mortgages Instagram: ⁠⁠⁠⁠@abetterwaymortgages⁠⁠⁠⁠ 📋 A Better Way Mortgages LinkedIn: ⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠ 👥 A Better Way Mortgages Facebook: ⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠⁠⁠@ABWTuesdayMortgageMemo

    35 min
  5. 60: BROKER ARMOUR #2 | The Paper Shield with Justin Noda

    FEB 12

    60: BROKER ARMOUR #2 | The Paper Shield with Justin Noda

    WATCH ▶️ ⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠ *** In this episode, Deryk and Justin continue with the second episode of our newest podcast series, Broker Armour. Broker Armour is a new monthly podcast series focused on compliance and regulatory changes affecting Canadian Mortgage Brokers. The series aims to provide practical guidance and expert insights from regulators and industry professionals to help brokers navigate the increasingly complex regulatory landscape while maintaining compliance and protecting their businesses. This episode explores the "paper shield" concept, the documented procedures that protect against errors and omissions claims, and how that might just save your business.   Deryk & Justin discuss: → The differences between the eligibility & suitability of a client. → The importance of suitability & enhanced consent forms. → Protecting your business with client education, communication, & thorough documentation. → Understanding E&O, errors & omissions, insurance and the protocol for an active claim against you. *** CHAPTERS 0:00 Intro 0:35 What is the Paper Shield? 4:40 How: Document/Streamline Communication 11:19 What: Eligibility vs Suitability 13:47 Suitability Form 16:21 Enhanced Consent Forms 19:18 Active Claims Protocol (E&O Insurance) 25:22 Wrap-Up 25:37 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠⁠@abetterwaymortgage⁠⁠⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠⁠⁠@MortgageBrokerPodcastNetwork⁠⁠⁠ 📝 The Mortgage Broker Podcast Blog: ⁠⁠⁠@ABWMedia⁠⁠⁠ ***   CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: ⁠@JustinNoda⁠ 📋 Dean Lawton's LinkedIn: ⁠⁠⁠⁠@DeanLawton⁠⁠⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠⁠⁠@DerykWilliamson⁠⁠⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠⁠⁠@JasonMarshall⁠⁠⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠⁠⁠www.joinabw.ca⁠⁠⁠ 📸 A Better Way Mortgages Instagram: ⁠⁠⁠@abetterwaymortgages⁠⁠⁠ 📋 A Better Way Mortgages LinkedIn: ⁠⁠⁠@ABetterWayMortgages⁠⁠⁠ 👥 A Better Way Mortgages Facebook: ⁠⁠⁠@ABetterWayMortgages⁠⁠⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠⁠@ABWTuesdayMortgageMemo

    27 min
  6. 59: BROKER ARMOUR #1 | The Broker Armour Checklist with Justin Noda

    JAN 29

    59: BROKER ARMOUR #1 | The Broker Armour Checklist with Justin Noda

    WATCH ▶️ ⁠⁠⁠Watch this episode on YouTube⁠⁠⁠ ***   EPISODE DESCRIPTION In this episode, Dean and Justin Noda, A Better Way Group's Chief Compliance & Operations Officer, launch our newest podcast series, Broker Armour. Broker Armour is a new monthly podcast series focused on compliance and regulatory changes affecting Canadian Mortgage Brokers. The series aims to provide practical guidance and expert insights from regulators and industry professionals to help brokers navigate the increasingly complex regulatory landscape while maintaining compliance and protecting their businesses. This first episode explores recent FINTRAC requirements and clarifies the distinct obligations between brokerages and individual agents.   Dean & Justin discuss:   → What to expect from the new "Broker Armour" podcast series, the Broker Armour checklist, and why a well-resourced compliance officer is essential, not optional. → FINTRAC 1 year later, annual training requirements, and current industry gaps. → Policy & procedure manuals (PPM), FINTRAC examinations & audits, and the potential for a 20x increase in penalties for failed audits. → Enhanced Due-Diligence: Client I.D., beneficial ownership, Politically Exposed Person (PEP), Head of International Organization (HIO), and sanction screening. → Reporting to FINTRAC: Suspicious Transaction Report (STR), the Listed Persons or Entity Property Report (LEPR), and if it's an agent or brokerages responsibility to file these reports with FINTRAC. → The ongoing monitoring of clients and record keeping. → What a risk-based assessment, RBA, means for brokerages, and their upcoming 2-year effectiveness reviews. *** CHAPTERS 0:00 Intro 4:22 Introducing the Broker Armour Podcast 6:11 FINTRAC 9:02 FINTRAC Training 11:29 The Middle Ground of Compliance & Over Compliance 14:52 The Broker Armour Checklist - Brokerage vs Agent Responsibility 15:57 The Crucial Role of Compliance Officers 19:52 Policy & Procedures Manuals (PPM) 24:26 Risk-Based Assessment (RBA) 28:03 Annual Training Requirements 29:48 2 Year Effectiveness Review 32:37 Client I.D. & Beneficial Owners 38:40 Politically Exposed Person (PEP) & Head of International Organization (HIO) 45:51 Ongoing Monitoring & Suspicious Activity 48:25 Record Keeping 49:32 Reporting to FINTRAC - Suspicious Transaction Report (STR) & Listed Persons or Entity Property Report (LEPR) 53:05 FINTRAC Examinations or Audits 57:25 Current Industry Gaps 59:49 Wrap-Up 1:04:02 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠@abetterwaymortgage⁠⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠⁠@MortgageBrokerPodcastNetwork⁠⁠ 📝 The Mortgage Broker Podcast Blog: ⁠⁠@ABWMedia⁠⁠ ***   CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: @JustinNoda 📋 Dean Lawton's LinkedIn: ⁠⁠⁠@DeanLawton⁠⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠⁠@DerykWilliamson⁠⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠⁠@JasonMarshall⁠⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠⁠www.joinabw.ca⁠⁠ 📸 A Better Way Mortgages Instagram: ⁠⁠@abetterwaymortgages⁠⁠ 📋 A Better Way Mortgages LinkedIn: ⁠⁠@ABetterWayMortgages⁠⁠ 👥 A Better Way Mortgages Facebook: ⁠⁠@ABetterWayMortgages⁠⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠@ABWTuesdayMortgageMemo

    1h 5m
  7. 58: 2025 - A Year in Review

    JAN 15

    58: 2025 - A Year in Review

    WATCH ▶️ ⁠⁠Watch this episode on YouTube⁠⁠ ***   EPISODE DESCRIPTION In this episode, Dean, Deryk, & Jason recap a record-breaking 2025 for A Better Way Mortgage Group with $4B+ in mortgages funded, an over $1.3B increase year-over-year, which helped 1900 more families, including a 300% increase in MPP sales. They also look forward to 2026, and how they plan to continue scaling "without the chaos".   Dean, Deryk, & Jason discuss: → The industry's mindset shifts from 2024 to 2025, highlighting the increase in positivity, particularly among their Agents & Brokers. → The biggest factors in the 2025 market including interest rates, mortgage renewals, & the rise in alternative lending.   → How ABW was able to achieve a record year, highlighted by strategic hiring of staff, the growth of internal Agents & Brokers, and also recruiting external top-producing Agents, Brokers, & Bankers. → The consistent investment in training & education, including creating a compliance department, lender presentations & speed dating, and newsletters like their Tuesday Mortgage Memo. → Investing millions in continued systems & infrastructure improvements, including AI & the ABW internet, to ensure a stable environment for scaling & continued growth. → Building networking opportunities for their team by hosting business & flagship events, and connecting deeper with lenders by creating the preferred lender program. → The impact of the podcast and becoming a leading voice in Canada's mortgage industry, the value of deeps dives with industry pros for the audience, and where they want to take it in 2026. → The community events & charity initiatives they support, and why it's important to them to give back. *** CHAPTERS 0:00 Intro 0:31 A Different Type of Episode 1:57 2025 Mindset Shift - Increasing Industry Positivity 6:05 Biggest Impacts in the 2025 Market 11:36 ABWs Record Year - Internal & External Growth 17:16 Investing in Training & Education 23:21 The Impact of the Podcast & It's Continued Growth 30:37 Charity Initiatives & Community Events 34:00 Flagship Events & the Preferred Lender Program 41:11 Systems & Infrastructure Improvements 43:52 Wrap-Up 45:52 Outro ***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: ⁠@abetterwaymortgage⁠ 📺 The Mortgage Broker Podcast YouTube: ⁠@MortgageBrokerPodcastNetwork⁠ 📝 The Mortgage Broker Podcast Blog: ⁠@ABWMedia⁠ ***   CONNECT WITH THE HOSTS 📋 Dean Lawton's LinkedIn: ⁠⁠@DeanLawton⁠⁠ 📋 Deryk Williamson's LinkedIn: ⁠⁠@DerykWilliamson⁠⁠ 📋 Jason Marshall's LinkedIn: ⁠@JasonMarshall⁠ ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: ⁠www.joinabw.ca⁠ 📸 A Better Way Mortgages Instagram: ⁠@abetterwaymortgages⁠ 📋 A Better Way Mortgages LinkedIn: ⁠@ABetterWayMortgages⁠ 👥 A Better Way Mortgages Facebook: ⁠@ABetterWayMortgages⁠ 📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠@ABWTuesdayMortgageMemo

    47 min
  8. 57: BEHIND THE BROKER with Alfredo Torres

    12/31/2025

    57: BEHIND THE BROKER with Alfredo Torres

    WATCH ▶️ ⁠Watch this episode on YouTube⁠ ***   EPISODE DESCRIPTION In this episode, Dean and Jason are joined by Alfredo Torres. Alfredo is a Mortgage Broker with Mortgage Architects from the Greater Barrie Metropolitan Area in Ontario, who joined A Better Way Group in 2024.   Alfredo began his career by working at a McDonald's when he was just 14 years old, creating invaluable customer service skills. Once he turned 18, he was offered a Financial Service Representative position at TD, where he stayed for 9 years until becoming a Mortgage Broker in 2013. Always looking for ways to help others, Alfredo also mentors and onboards new Mortgage Agents through personalized coaching and training.   Alfredo is here to discuss:   → How he transitioned from McDonald's to Mortgage Broker, and the push & pull of work vs. personal life.   → The ABW Top 50, the importance of mentorship, and why we should share industry knowledge with peers.   → Where he finds the motivation to keep growing as a professional, essential tech & tools he uses in his business, and how he stays up to date on industry trends.   → Building & maintaining strong relationships with clients & lender partners, and multiple client success stories.   → Advice for new Brokers, Book recommendations for personal development, how coaching has been a game-changer for him.   → His goals for 2026, and how he thinks the industry will keep evolving.   Alfredo Torres' Instagram: @alfredohelps Alfredo Torres' LinkedIn: @AlfredoTorres Alfredo Torres' Email: alfredo@alfredohelps.ca Alfredo Torres' Phone Number: 705-727-2794 *** CHAPTERS0:00 Intro1:20 Today's Guest: Alfredo Torres6:48 What Motivates Alfredo to Be a Broker10:15 The ABW Top 50 & Sharing Knowledge14:07 Building & Maintaining Strong Client Relationships18:37 Client Success Stories21:22 Balancing Work & Personal Life24:47 Motivation to Keep Growing as a Professional27:07 Recommended Books for Brokers30:32 Key Business Impacts - Relationships with BDMs & Lenders34:18 Alfredo's Essential Tech & Tools37:31 Game Changing Tip - Coaching38:50 Staying Updated on Industry Trends - AI, MLN, Tuesday Memo42:31 2026 Goals43:45 How the Industry Will Evolve44:57 Advice for New Brokers50:50 Wrap-Up***   CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: @abetterwaymortgage 📺 The Mortgage Broker Podcast YouTube: @MortgageBrokerPodcastNetwork 📝 The Mortgage Broker Podcast Blog: @ABWMedia ***   CONNECT WITH THE HOSTS 📋 Dean Lawton's LinkedIn: ⁠@DeanLawton⁠ 📋 Deryk Williamson's LinkedIn: ⁠@DerykWilliamson⁠ 📋 Jason Marshall's LinkedIn: @JasonMarshall ***   CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: www.joinabw.ca 📸 A Better Way Mortgages Instagram: @abetterwaymortgages 📋 A Better Way Mortgages LinkedIn: @ABetterWayMortgages 👥 A Better Way Mortgages Facebook: @ABetterWayMortgages 📬 A Better Way Mortgages Tuesday Mortgage Memo: @ABWTuesdayMortgageMemo

    53 min
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About

We are the partners of A Better Way Mortgage Group, Dean Lawton, Deryk Williamson, & Jason Marshall, which is one of the largest groups in the Dominion Lending Centres network. "The Mortgage Broker Podcast" will focus on you, the mortgage broker, sharing tips, tricks, and knowledge from years of experience. We're here to help you be better brokers, do more business, and have more time to spend with your families.

Information

  • Creator
    A Better Way Mortgage Group
  • Years Active
    2024 - 2026
  • Episodes
    65
  • Rating
    Explicit
  • Copyright
    © A Better Way Mortgage Group
  • Show Website
    The Mortgage Broker Podcast

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