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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
  • 67: BEHIND THE BROKER with Kyle Green

    67: BEHIND THE BROKER with Kyle Green
    2026/05/07
    WATCH▶️ ⁠Watch this episode on YouTube⁠*** EPISODE DESCRIPTIONIn this episode, Dean is joined by Kyle Green.Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, who has been a Top 25 Broker in Canada since 2017 (volume funded), a Top 10 Broker in DLC, and a member of the DLC Elite Hall of Fame over his nearly 20 years in the mortgage industry.Kyle leads with a sharp strategic mindset and an unwavering commitment to delivering exceptional client results, building his reputation by tackling complex financing scenarios and guiding clients through commercial deals, investment property acquisitions, and long-term real estate portfolio growth. His ability to simplify intricate lending structures while maintaining big-picture vision gives clients confidence at every step of the process.Since 2011, Kyle has been the Owner of The Green Mortgage Team, a top 25 brokerage since 2018 providing residential & commercial mortgages across Canada. In 2022, Kyle purchased Origin Home Financing Partners, merging into DLC Origin Mortgages, which funds approximately $1.4 billion in annually, which is in the top 5 of DLC franchises across Canada.Now, in a major announcement, Kyle & DLC Origin Mortgages are merging with A Better Way Mortgage Group, along with their underwriting model, Expressway, becoming a central pillar of the combined operation. Consolidating to give their brokers the best in underwriting, training, & support.Kyle is here to discuss: → What led him to mortgages and his journey in the mortgage industry.→ The importance of mentors in his career and working with Ozzie Jurock.→ His first JV deal and becoming the Broker who's known for getting deals done.→ Building client trust through public speaking and events, and how his Cash Flow Spreadsheet grew his database to thousands.→ Why he believes in an educational based marketing approach and why new agents need to find their avatar clients.→ Building a process in your business and putting your team in their right positions to succeed.→ The parallel path shared by him & Dean in acquiring DLC Origin & ABW respectively.→ Why underwriting centres always fail and what makes Expressway different.→ Why ABW & DLC Origin are merging, unifying the underwriting across brokerages and teams, and the combined knowledge that will bring training to another level.→ What the next 12 months will bring and what has got him excited to dive into.Kyle Green's LinkedIn: @Kyle GreenKyle Green's Instagram: @kylegreen_14DLC Origin Mortgages Website: www.joinorigin.caDLC Origin Mortgages LinkedIn: @DLCOriginMortgagesDLC Origin Mortgages Instagram: @originmortgagesGreen Mortgages Team Website: www.greenmortgageteam.caGreen Mortgages Team LinkedIn: @Green-MortgageGreen Mortgages Team Instagram: @thegreenmortgageteam*** 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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    1 時間 16 分
  • 66: The Perfect Loan Process 2.0

    66: The Perfect Loan Process 2.0
    2026/04/23
    WATCH▶️ ⁠⁠Watch this episode on YouTube⁠⁠*** EPISODE DESCRIPTIONIn this episode, Dean and Deryk discuss the evolution of their Canadian Perfect Loan Process, originally introduced two years ago, which has now transformed into version 2.0, for a far more comprehensive training for Canadian Mortgage Agents. Built on Tim Braheem's American coaching framework, they adapted it significantly for Canadian regulatory bodies including BCFSA, RECA, and FSRA, while now also smartly integrating AI. The result is a full nine-module CPLP system, and a lighter five-module version for solo brokers. Dean & Deryk discuss: → Developing the original Perfect Loan Process from the American legend Tim Braheem, and how they were able to adapt it for the Canadian market.→ What the CPLP online platform is, what the modules cover, and what makes it unique.→ Using the CPLP to develop documented workflows to create a repeatable process & enforce compliance for E&O protection.→ The next level of business coaching, their AI Agent Coach, everything it can do, and how it should be used as a tool combined with human coaching.→ Using the AI Agent Coach to build comprehensive business plans with honest feedback, keeping on track to stay connected with referral partners, and hold yourself accountable.→ The lack of training in the Canadian mortgage industry, and why ABW continually invests to educate Agents from all brokerages.Canadian Perfect Loan Process: www.perfectloanprocess.caTenth Degree AI Course: www.mtg.course.tenthdegree.aiMortgage Masters Webinar Series: www.mortgage-masters.ca***CHAPTERS00:00 Intro1:20 Developing the CPLP5:42 Adapting a US Process for the Canadian Market9:44 Using the CPLP to Enforce Compliance12:55 What the CPLP Platform is & How It's Unique18:51 The AI Agent Coach - Next Level of Business Coaching25:54 Combining the AI Agent with Human Coaching30:43 The Realtor Engine - Staying Connected with Referral Partners34:46 Current Canadian Mortgage Training & the ABW Difference38:52 What's Next & 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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    44 分
  • 65: The BFS Market Is Exploding - And Most Brokers Are Missing It

    65: The BFS Market Is Exploding - And Most Brokers Are Missing It
    2026/04/09
    WATCH▶️ ⁠Watch this episode on YouTube⁠*** EPISODE DESCRIPTIONIn this episode, Dean and Deryk break down what's been happening in their FREE CPLP course over the past 2 months, where over 500 brokers from across Canada have enrolled, drawn by coaching, AI tools, webinars, and a proven loan process framework.The final session, happening Wednesday, April 15th, is "Mastering Alternative Lending", specifically for the BFS market. Alternative lending grew 16% annually and saw a 15% funding increase in 2025, yet only 20% of Canadian Brokers feel confident handling these deals, and that gap is costing them hundreds of thousands in potential revenue. Dean & Deryk discuss: → Why they have made all their courses and workshops FREE for any Canadian mortgage Agent and the ways you can access them.→ What they've covered in the FREE Mortgage Masters CPLP course so far.→ What will be covered in the upcoming final session, Mastering Alternative Lending, including market positioning and prospecting strategies, exact client conversation frameworks, fee negotiation scripts, and key alternative lenders and BFS programs. → The upcoming FREE 5 AI Wins workshop on Friday, April 17th, and the FREE Tenth Degree AI Course.Mortgage Masters Canadian Perfect Loan Process Course: www.mortgage-masters.ca5 AI Wins Workshop: www.mortgage-masters.ca/ai-workshopTenth Degree AI Course: www.mtg.course.tenthdegree.ai***CHAPTERS00:00 Intro0:59 Recapping the CPLP So Far5:24 The Final Session: Mastering Alternative Lending11:03 What the Session Covers12:51 AI Workshop & AI Course13:59 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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    16 分
  • 64: Fighting Hunger & Breaking Poverty Cycles With CityReach Care Society

    64: Fighting Hunger & Breaking Poverty Cycles With CityReach Care Society
    2026/04/02
    WATCH▶️ ⁠Watch this episode on YouTube⁠*** EPISODE DESCRIPTIONIn 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.orgCityReach Care Society LinkTree: www.linktr.ee/cityreachcaresocietyCityReach Care Society LinkedIn: @cityreachcaresocietyCityReach Care Society Instagram: @cityreachcaresocietyCityReach Care Society Facebook: @CityReachCareSocietyCityReach Care Society YouTube: @cityreachcaresocietyShad Mayne's LinkedIn: @shadmayneShad Mayne's Email: shadm@cityreach.org***CHAPTERS00:00 Intro00:31 What is City Reach Care Society?5:49 Starting Out of a Tire Warehouse & Lean Overhead Costs8:33 Expanding Beyond Vancouver & Food for Families Program14:03 The Different Programs City Reach Runs21:19 The Adopt a School Program27:39 Helping Refugees in the Community30:36 The Back to School Blast37:08 Coldest Night of the Year & Charity Hockey Event43:59 Advice for Those Looking to Give Back & Food Recovery49:52 How You Can Help City Reach Today53:43 Wrap-Up54:49 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
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    57 分
  • 63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It

    63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It
    2026/03/19
    WATCH▶️ ⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠⁠⁠***EPISODE DESCRIPTIONIn 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.aiCanadian Perfect Loan Process: www.perfectloanprocess.caTenth Degree AI Course: www.mtg.course.tenthdegree.aiYour First 5 Wins as an AI Mortgage Broker Webinar: www.mortgage-masters.ca/ai-workshop***CHAPTERS0:00 Intro1:11 How AI Has Expedited ABW's Workflow6:11 The Time it Takes for the AI Learning Curve9:39 What is Brain MB?13:13 The 3 AI Broker Types - Skeptic, Dabbler, Operator17:16 AI Use-Case: Killing Rate Objections in 60 Seconds21:09 AI Use-Case: Reactivating Dead Leads23:20 Brain MB Use-Case: Ranking 65 Lenders in Seconds27:16 Diving Deeper into Brain MB33:51 8 Things AI Must Never Do in Mortgages37:16 Green, Yellow, & Red Framework for AI Tasks39:08 The Re-Vamped PLP Course & New AI Coach49:01 9 Steps of the PLP AI Coach52:44 Our New Tenth Degree AI Course56:06 Your First 5 Wins as an AI Mortgage Broker Webinar & Wrap-Up57:27 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
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    59 分