『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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  • 73: BEHIND THE LENDER with Taylor Little | CEO, Neighbourhood Holdings

    73: BEHIND THE LENDER with Taylor Little | CEO, Neighbourhood Holdings
    2026/07/30
    WATCH▶️ ⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Deryk & Jason are joined by Taylor Little.Taylor is the CEO of Neighbourhood Holdings from Vancouver, BC, who has been in the mortgage industry for over 10 years.Prior to joining Neighbourhood Holdings and Conconi Growth Partners, Taylor was a lawyer in the Corporate and Securities Group of Stikeman Elliott LLP, and is still in good standing with the Law Society of British Columbia. Certified with the Institute of Corporate Directors designation, Taylor has extensive experience sitting on various company boards throughout his career— including the Conconi Family Foundation, Cycling BC, and 7mesh Industries — which has equipped him with the tools to make the best and most informed strategic decisions.Neighbourhood Holdings is a Vancouver-based alternative mortgage lender born out of a single-family investment office in 2015, specializing in short-term residential financing across British Columbia, Alberta, Saskatchewan, Ontario, Quebec, and Nova Scotia.Taylor is here to discuss:→ His transition from lawyer to lender, battling imposter syndrome, and his leadership style.→ The origin of Neighbourhood Holdings, their conservative lending philosophy, and their avatar client - borrowers in transition.→ The brokers Neighbourhood works with, how they've been implementing AI, and doubling down on human connections.→ Neighbourhood's acquisition of Fisgard, how it opens up more deals for them, and how the branding will work moving forward.→ The realities of M&A and the challenges they've faced since the acquisition, how they've spread the word, and the opportunity to acquire other smaller shops.→ Advice for brokers in the alt & private space, where alt & private lending is heading in Canada, and if Canadian MICs or alt lenders would ever enter the US market.***🔗 Neighbourhood Holding's Website: www.neighbourhood.com📋 Neighbourhood Holding's LinkedIn: @NeighbourhoodHoldings📸 Neighbourhood Holding's Instagram: @neighbourhoodholdings🌲 Neighbourhood Holding's LinkTree: @neighbourhoodholdings📋 Taylor Little's LinkedIn: @TaylorLittle📸 Taylor Little's Instagram: @tjlit***CHAPTERS00:00:00 Intro00:00:31 Today's Guest: Taylor Little00:01:38 Taylor's Background & the Origin of Neighbourhood Holdings00:08:21 Transitioning from Lawyer to Lender, Battling Imposter Syndrome, & Taylor's Leadership Style00:12:56 Neighbourhood's Conservative Lending Philosophy & How Acquiring Fisgard Opens Up More Deals00:17:45 Neighbourhood's Avatar Client00:22:06 The Brokers Neighbourhood Works With00:25:08 Implementing AI & Doubling Down on Humans00:30:48 Neighbourhood's Acquisition of Fisgard & the Realities of M&A00:40:55 The Branding Moving Forward00:43:58 How Did They Spread the Word of the Merger?00:46:56 Biggest Opportunity for Neighbourhood00:52:17 Where Alt & Private Lending is Heading00:55:44 Would Canadian MICs & Alt Lenders Enter the US Market?00:57:41 Advice for Brokers on the Alt/Private Space01:02:05 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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    1 時間 4 分
  • 72: BEHIND THE LENDER with Elena Robinson | VP of Residential Sales, First National

    72: BEHIND THE LENDER with Elena Robinson | VP of Residential Sales, First National
    2026/07/16
    WATCH▶️ ⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Dean & Deryk are joined by Elena Robinson.Elena is the VP of Residential Sales at First National from Etobicoke, Ontario, who has been in the mortgage industry for over 35 years.In 1990, she became First National's first BDM, a position she held for 3 years. After taking 20 years away to be a mortgage broker and other industry positions, she returned to First National in 2018 to help re-launch it's alternative lending division, Excalibur, and has been there ever since. A multi-award winner, Elena was recognized as CMP’s Women of Influence for 5 consecutive years from 2021 to 2025, listed as an Elite Women in the Global Best in Mortgage 2022, and the 2025 Mortgage Global 100.First National Financial is Canada's largest non-bank lender, originating, underwriting, and servicing both residential and commercial mortgages. As the leading lender of CMHC and conventional mortgages, First National currently has more than $150 billion in mortgages under administration.Elena is here to discuss:→ Her journey in the mortgage industry and always working with brokers, the difference skills needed between sales & leadership roles, and why she went back to First National.→ How first National became the largest non-bank lender in Canada and top 3 in the broker channel by offering value and consistency, why they stay committed to the broker channel, and how they measure success.→ First National's deal flow, file escalation process, and the importance for brokers to build true partnerships with lenders.→ First National's alternative lending division, Excalibur, and portal, Merlin, and how they are looking to combine AI process with the human experience.→ The growth of alternative lending in Canada and why brokers must become comfortable with these files.→ Current market trends in the Canadian mortgage industry including why volumes are down, what the science says about how many times your really need to be calling clients to get a deal, and why this is the time consumers need to be buying and not sitting still.***🔗 First National Website: www.firstnational.ca📋 First National LinkedIn: ⁠@FirstNational📋 Elena Robinson's LinkedIn: ⁠@ElenaRobinson📸 Elena Robinson's Instagram: ⁠@elenarobinson10***CHAPTERS00:00 Intro00:31 Today's Guest: Elena Robinson05:24 Difference Between Sales & Leadership Roles07:11 Are More People Leaving Institutions to Become Brokers?08:28 Working with Brokers09:37 Why Elena Went Back to First National11:01 Why First National Stays Committed to the Broker Channel14:15 Building True Partnerships Between Brokers & Lenders19:23 How First National Became the Largest Non-Bank Lender in Canada23:19 Combining AI Process With the Human Experience25:53 The Growth of Alternative Lending in Canada30:03 Excalibur32:38 Merlin34:30 First National's Deal Flow37:03 First National's File Escalation Process38:53 Mortgage Volumes Are Down43:00 Don't Sit, Buy Now46:51 How First National Measures Success49:54 Advice for Brokers50:29 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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    52 分
  • 71: BEHIND THE LENDER with Rachelle Gregory | SVP of Originations, MERIX Financial

    71: BEHIND THE LENDER with Rachelle Gregory | SVP of Originations, MERIX Financial
    2026/07/02
    WATCH▶️ ⁠⁠⁠Watch this episode on YouTube⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Dean, Deryk, & Jason are joined by Rachelle Gregory.Rachelle is the SVP of Originations at MERIX Financial from Toronto, Ontario, who has been with MERIX for over 21 years since becoming their 3rd employee in 2005. Rachelle is analytical and growth-driven with extensive operational leadership experience encompassing sales, business development, customer service, process innovation, and team building.Founded in 2005 and acquired by MCAP in 2021, MERIX Financial has funded over $60 billion in mortgages and provided residential mortgages to over 300,000 Canadians from coast to coast. Rachelle is here to discuss:→ Her journey in the mortgage industry, why her parents started MERIX and it's evolution, and what it was like in their early days.→ MERIX successful trailer model, if more people are using them in today's market, and the unique ways brokers have used them for financial planning like paying assistants and maternity leave.→ MERIX's alternative side, NPX, rolling it out to more provinces, and how leveraging tech can bring more consistency to alternative lending.→ MERIX's designated renewal specialists for $10M producers and how it's helped them keep more renewals.→ The importance of building relationships with underwriters and the right way to ask for a file escalation.→ Why MCAP acquired MERIX, what it's been like combining cultures, and the collaboration between MERIX, MCAP, & RMG.→ What a DISC assessment is, how it works, and how it can be beneficial in your business when dealing with co-workers, employees, lenders, and clients.→ When she started teaching DISC, how often people should do a DISC assessment, and how brokers have found success by implementing DISC.→ Dean, Deryk, & Jason's DISC styles and how it impacts their relationships with each other and also their business.***🔗 MERIX Financial Website: www.merixfinancial.com📋 MERIX Financial LinkedIn: @MerixFinancial📧 Rachelle Gregory's Email: rachelle.gregory@merixfinancial.com📋 Rachelle Gregory's LinkedIn: @RachelleGregory📸 Rachelle Gregory's Instagram: @rachgregory31***CHAPTERS00:00:00 Intro00:00:31 Today's Guest: Rachelle Gregory00:02:37 The Evolution of MERIX Financial00:05:16 MERIX's Successful Trailer Model & Unique Use Cases00:12:21 Is There a Renewal Program with MERIX's Alternative Side, NPX?00:15:05 Rolling Out NPX to More Provinces & Leveraging Tech00:20:40 Why Did MCAP Acquire MERIX?00:23:01 Collaboration Between MERIX, MCAP, & RMG?00:24:57 Why Did Rachelle's Parents Start MERIX?00:26:09 How Have MERIX & MCAP Combined Cultures00:27:24 MERIX's Designated Renewal Specialist for $10M Producers00:30:31 Building Relationships with Underwriters & File Escalation00:35:06 What the DISC Assessment Is & How it Works00:44:53 When Rachelle Starting Teaching DISC00:46:51 Dean, Deryk & Jason's DISC Styles01:01:58 How Often Should People Do DISC Assessments01:02:46 Have Other Brokers Implemented the DISC & Found Success01:04:32 Advice for Brokers01:07:24 Final Thoughts*** 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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    1 時間 11 分
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