『The Mortgage Broker Podcast』のカバーアート

The Mortgage Broker Podcast

The Mortgage Broker Podcast

著者： 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.

A Better Way Mortgage Group マネジメント・リーダーシップ リーダーシップ 経済学
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  • 70: BEHIND THE LENDER | The Private Lending Playbook with Sequence Capital's Christine Perkins

    70: BEHIND THE LENDER | The Private Lending Playbook with Sequence Capital's Christine Perkins
    2026/06/18
    WATCH▶️ ⁠⁠⁠Watch this episode on YouTube⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Dean & Jason are joined by Christine Perkins.Christine is the Director of Business Development - Western Canada at Sequence Capital from the Greater Vancouver Metropolitan Area in BC, who has accumulated over 20 years of experience in the mortgage industry, spending the last 6 in her current role. She is also a repeat guest of the show, having first appeared in episode 32.Sequence Capital is a national, private mortgage lender dedicated to helping homeowners access the equity in their homes. With an experienced lending team and over $1.3 billion under management, they are designed to be a full-service lender, providing custom and competitive solutions for brokers and their clients.Christine is here to discuss:→ How every private lender is different, with specific niches and policies, and aren't interchangeable like prime lenders, so brokers should focus on specific privates & MICs.→ Why relationships with private lenders & BDMs matter so much in the private space, and how they are critical in unlocking exceptions and getting deals done.→ The 3 habits to win private deals - communication, knowing your client and setting expectations, and relationships over rate shopping.→ Why it's so important that brokers know their deals inside and out and are able to tell a borrower's complete story, and the effect that has on a deal as opposed to their financial picture.→ What you need to know about a borrower, including credit, their exit strategy, and their property & portfolio.→ How appraisals regularly hold up files, and the importance of property condition, economic life, and the type, and the risks of buying foreclosed property.→ Sequence's new fixed-rate HELOC, what makes it a unique product, and how it can be accessed.***🎙️ Christine's 1st Appearance in Episode 32: https://podcast.joinabw.ca/episode/ep-32***🔗 Sequence Capital Website: www.sequencecapital.ca📋 Sequence Capital LinkedIn: @SequenceCapitalInc📸 Sequence Capital Instagram: @sequence.capital👥 Sequence Capital Facebook: @SequenceCapital📧 Christine Perkins' Email: christine@sequencecapital.ca📋 Christine Perkins' LinkedIn: @ChristinePerkins📸 Christine Perkins' Instagram: @cperkins123***CHAPTERS00:00 Intro01:39 Every Lender is Different: Know Your Deal04:38 Reaching Out to BDMs Early06:47 Build Relationships with a Select Group of MICs & Privates08:07 Do Lenders Research New Brokers?09:37 The Importance of Telling the Story vs the Financial Picture15:12 3 Habits That Win Deals - #1 Communication18:47 #2 KYC & Setting Expectations22:23 #3 Relationships Over Rate Shopping24:59 Building Relationships Gets Deals Done27:41 Know Your Property/Portfolio31:04 Know Your Borrower33:39 How to Make Sure an Appraisal Doesn't Hold Up a File36:56 The Importance of Property Condition, Economic Life, & Type39:57 Risks of Buying Foreclosed Properties42:20 Sequence's New Fixed-Rate HELOC46:53 Can the HELOC Be Used in Construction?47:49 How to Access the HELOC48:51 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📋 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
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    53 分
  • 69: BROKER ARMOUR #3 | MSA Unpacked: Education, Wind-Ups, & PMCs with Justin Noda

    69: BROKER ARMOUR #3 | MSA Unpacked: Education, Wind-Ups, & PMCs with Justin Noda
    2026/06/04
    WATCH▶️ ⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Justin continues with the third episode of our Broker Armour podcast series.Broker Armour is our podcast series focused on compliance and regulatory changes affecting Canadian mortgage brokers. It 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 provides a comprehensive overview of the upcoming Mortgage Services Act (MSA) in British Columbia, detailing educational requirements, brokerage windup procedures, and the implications for personal mortgage corporations (PMCs). Justin discusses:→ When the BC Mortgage Services Act (MSA) is coming into effect (October 13th, 2026), and how it will change brokering in BC as we know it.→ The new educational requirements & deadlines for the BC mortgage industry including MSA "Getting Started", MSA "The New Mortgage Broker Course", and MSA "Principle Broker #1 & #2".→ The timeline of brokerage wind-up procedures, the steps you need to take, and how to decide between being a PMC or a brokerage.→ Personal Mortgage Corporations (PMCs) - What a PMC is, who can own a PMC, PMC naming guidelines, the additional costs of a PMC, and the restrictions of a PMC including underwriter payment structures. ***CHAPTERS00:00 Intro00:35 The BC MSA Coming Into Effect October 13, 202601:18 #1: Educational Requirements03:45 #2: Brokerage Wind-Up Procedure - Being a PMC vs Brokerage10:03 #3: PMCs11:07 What Can't a PMC Do14:01 The Naming of a PMC16:07 Who Can Own a PMC16:57 The Cost of a PMC18:01 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📋 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
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    20 分
  • 68: BEHIND THE LENDER with Brad Graham & Loren Hawkins | Three Point Capital

    68: BEHIND THE LENDER with Brad Graham & Loren Hawkins | Three Point Capital
    2026/05/21
    WATCH▶️ ⁠⁠⁠Watch this episode on YouTube⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Dean & Jason are joined by Brad Graham and Loren Hawkins of Three Point Capital.Brad is the Chief Credit Officer & Principal Broker of Three Point Capital, bringing with him over 32 years of industry experience in real estate, mortgage lending & commercial lending. Loren is the Director of Broker Relations in Western Canada at Three Point Capital, making the move in October of 2019 after a successful 22-year career with multiple BC Credit Unions.Three Point Capital Corp. is a Mortgage Investment Corporation (MIC) and non-bank mortgage lender with a portfolio totalling $270M, focusing primarily on residential mortgages under $500,000.Brad & Loren are here to discuss:→ Their backgrounds and what led them to joining Three Point Capital.→ The journey of Three Point Capital and why they chose to be a conservative MIC lending primarily in residential mortgages.→ Where Three Point Capital lends and how deciding on lending locations is more of an art as opposed to a science.→ Unique Three Point Capital lending products, including their flexible Pathfinder & Elevation programs and residential construction options.→ How to package a deal for Three Point Capital and the importance of utilizing your BDM to get files funded.→ Common mistakes brokers make when submitting deals and how to fix them.→ Three Point Capital's deal escalation process, why they want to tell you no quickly, and referring deals they can't do to trusted sources.→ Why they never race to the bottom on rate and how doing so would hurt not only their investors, but also consumers.→ Current trends in the housing market including it being down overall, and MIC/private deals becoming more common as consumers are facing more financial challenges.→ Advice for brokers trying to build in this space and why it's so important to find the MICs that suit your client base.Three Point Capital Website: www.threepointcapital.caThree Point Capital LinkedIn: @ThreePointCapitalThree Point Capital Instagram: @teamthreepointThree Point Capital Facebook: @TeamThreePointBrad Graham's LinkedIn: @BradGrahamBrad Graham's Email: brad@threepointcapital.caLoren Hawkins' LinkedIn: @LorenHawkinsLoren Hawkins' Email: loren@threepointcapital.caJustin Theriault's LinkedIn: @JustinTheriaultJustin Theriault's Email: justin@threepointcapital.ca***CHAPTERS00:00 Intro01:16 Brad's Background02:33 The Journey of Three Point Capital06:31 Loren's Background12:04 Where Three Point Lends14:19 Why Three Point is a Conservative MIC Lending Primarily in Residential17:41 Deciding on Lending Locations - Art vs Science21:17 Utilizing Your BDM to Get Files Funded23:54 Unique Three Point Lending Products30:37 Three Point's Residential Construction Program34:54 Changing Policies & Never Racing to the Bottom on Rate40:12 How to Package a Deal for Three Point Capital42:18 Common Mistakes Brokers Make When Submitting Deals45:32 Deal Escalation & Wanting to Get Deals Funded48:28 Current Trends - Housing Market is Down, MIC/Private More Common Option52:07 Find Your MICs52:40 Advice for Brokers Building in This Space55:56 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
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    58 分
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