Comox Valley, British Columbia
Deploy.Online works with hundreds of Canadian Mortgage Brokers to grow their business, especially marketing tactics and processes. What are some of the biggest trends you've seen through this?
Right now, the biggest trend we’re seeing is brokers leveraging technology to streamline their client journey and make the mortgage process more efficient. Specifically, connecting Finmo to Pipedrive through automation software has proven to be extremely effective.
What's your biggest tip for brokers looking to grow this business?
Adapt to technology and incorporate it into your business. Add value at every step of the
mortgage process. Clients are looking for a digital mortgage experience. Grow your business by staying current with the latest technology as you continue to provide superior customer service to your clients.
What's your philosophy or "go-to" motivation when you think about the Canadian mortgage business?
Without sounding too cliche, building a business is a marathon, not a sprint. I’ve heard it said that it takes 15 years of sustained hard work to become an overnight success. So, start new things, have fun, learn along the way, but keep your head down, make mistakes, and provide value to everyone around you. People like to support people who provide value.
Who inspires you and why?
I’d say I’m not really the inspirational type, but if I had to choose, I’d say I’m inspired by people who choose love over hate, kindness over selfishness, community over isolation. I’m inspired by the people who choose to stand up to the tyranny in this world and protect the most vulnerable, despite the personal cost.
What are you currently bingeing on Netflix?
Every. Cooking. Show. Possible. Seriously, I have a passion for food and cooking. I just bought a charcoal smoker, so I’m all over shows like the taco chronicles, the chef show, chef’s plate, chef’s table, chef’s table BBQ, the great BBQ showdown, and any other shows that include a combination of the words chef and BBQ. A close second is an affinity for post-apocalyptic sci-fi dramas. I watch all of them.
I don’t really listen to podcasts. Instead, I consume a lot of business content on my Instagram account. I prefer the 3-5 min Instagram reels or stories to the long-form podcast.
You're a big advocate of the mortgage process. How does Finmo fit into a typical broker's mortgage process?
If you’re a mortgage professional looking to grow your mortgage business, you need to leverage technology. I believe that Finmo should be an integral part of your mortgage process because it seamlessly talks with other software and provides your clients with an amazing mortgage experience.
Having assessed the market and all the technology available to mortgage professionals, I’m confident that anyone looking to build out a mortgage process they can be proud of should seriously consider Finmo as the cornerstone of their online efforts.
Not only is Finmo the best digital mortgage platform for application intake, document collection, and direct to lender submission on the market today; with their constant innovation and adoption of new technology, I see Finmo leading the way in the Canadian mortgage industry from now on.