Melhores podcasts sobre Nathan Schulz (2024)

1
47: Deep Dive on AML Solutions 19:18

4d ago19:18

19:18

In this episode, I deep dive into 3 different deal submission platforms, Scarlett, Finmo, and Velocity, and how they stack up against each other in regards to tools for the new AML (anti-money laundering) regulations. In this episode I cover: → What platforms are being featured and why. → 3 criteria of assessment for each platform - risk assessment…

1
46: New Stress Test Rules, AI Panel at CMS, Top Growing Companies, & Executive Moves at Tech Companies 13:21

11d ago13:21

13:21

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Being a part of a technology & AI panel at the recent Canadian Mortgage Summit (CMS), and how the shine of AI is coming off. → BluRoot being on the recent Globe & Mail list of the top grow…

1
45: Market Update - AML Implications & Using Tech with New Mortgage Rules 12:42

18d ago12:42

12:42

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Geoff Willis' article about the possible effects of the new Anti-Money Laundering (AML) requirements on tech, and it's impact on Agent independence. → The new mortgage rules from CMHC that…

1
44: How to Respond to the Shifts in the Mortgage Industry with Thought Leader Adrian Schulz 37:24

25d ago37:24

37:24

In this episode, we're joined by Adrian Schulz. Adrian is the EVP of Centum Financial Group from Winnipeg, Manitoba, and is also the President of Imperial Properties Corp. Adrian has nearly 20 years of real estate industry experience with a focus on property management, finance and technology. He is an Associate of the Canadian Condominium Institut…

1
43: How Sales is Actually About Building Trust with BrokerBot's Scott Larter 36:36

1M ago36:36

36:36

In this episode, we're joined by Scott Larter. Scott is the VP of Business Development at OPTA Information Intelligence, and is also the VP of Data Solution Sales at FCT (First Canadian Title) from the Greater Toronto Area in Ontario. OPTA and FCT entered a partnership in 2020 to focus on building data products for the mortgage industry, amassing a…

1
42: The Keys to Success in Starting a Mortgage Tech Business with OwnWell's Dan MacDonald 32:53

1M ago32:53

32:53

In this episode, we're joined by Dan MacDonald. Dan is the Co-Founder and CEO of Ownwell from Vancouver, BC, who formerly worked his way up at Lendesk through product management to be the CPO. Ownwell drives repeat and referral business for Canadian mortgage pros by helping their clients build wealth through homeownership. Using data, Ownwell sends…

1
Introducing The Lit Hub Podcast 1:01

1M ago1:01

1:01

Literary Hub has a new podcast! Hosted by LH podcasts editor Drew Broussard, this new weekly show goes behind the scenes at Lit Hub, diving deeper into everything interesting, dynamic, strange, and wonderful in literary culture. Featuring appearances by Lit Hub staff, recurring columnists like Kristen Arnett and Maris Kreizman, and special guests t…

1
41: How to Solve the Mortgage Industry's Biggest Problems with Industry Leader Jason Henneberry 38:36

2M ago38:36

38:36

In this episode, we're joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible, an…

1
40: Practical AI Tips, Build Your Brand, and Find Focus with Marketing Guru Nathan Yeung 30:49

2M ago30:49

30:49

In this episode, we're joined by Nathan Yeung. Nathan is the Vice President, CMO Services at Find Your Audience Marketing Partner from Vancouver, BC, a fractional marketing team for B2B SaaS businesses. Nathan leads teams of marketing managers, graphic designers, media buyers, coordinators, and freelancers to develop and implement marketing strateg…

1
39: Market Update - Major Network Drops a Cool New Product | Finmo Feature Updates 13:31

2M ago13:31

13:31

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Centum's Mortgage Monitor, home auto-valuation models or AVMs, and the difference between Canada and the US when it comes to AVMs. → How networks are playing in technology in how they're u…

1
38: Why Focus is So Important with Massimo (Where Did He Go?) 26:26

2M ago26:26

26:26

In this episode, Massimo and I discuss where he's been the past few weeks, what led to his shift in focus, and what's next for him and Cloven CRM. In this episode we cover: → The benefits of a single focus, when you've hit the point to stop splitting your focus, and how you can narrow your focus. → What to think about in personal vs company brandin…

1
37: How the Broker Chanel Has a HUGE Tech Advantage with Compare My Offers' Jeff Ingram 32:01

2M ago32:01

32:01

In this episode, we're joined by Jeff Ingram. Jeff is a Co-Founder & Mortgage Broker at Ingram Mortgage Team from Surrey, BC, and has been in the mortgage industry for 15 years. Jeff is also a Co-Owner of Compare My Offers, the first tool of its kind where Brokers can educate clients on the differences between lenders and products and show them the…

1
36: Broker, Lender AND Technologist - How This Rising Star Does it All with Lendwire's Shawn-Marc Melo 38:24

3M ago38:24

38:24

In this episode, we're joined by Shawn-Marc Melo. Shawn-Marc is the Founder & Principal Broker at Lendwire Inc. from Ontario, a leader in Canada's new FinTech initiative in the mortgage space. Lendwire combines multiple branches of a brokerage, a lender, and they are also moving into the tech space. This model allows them to use capital from the br…

1
35: Market Update - Exciting Innovation and Practical Tips 13:25

3M ago13:25

13:25

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this. → Finmo adding more integrations and what you can try out today. → How challenging mar…

1
34: Market Update - Rocket Mortgage/BRX, CMLS/Nesto, & Axess Law/Velocity 13:46

3M ago13:46

13:46

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The Rocket Mortgage & BRX partnership and what it could mean for Brokers. → Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud. → The …

1
33: Market Update - AML, Pine/WealthSimple, & Neo/DLC 12:58

3M ago12:58

12:58

In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year. → The Pine & Wealthsimple partnership…

1
32: How a Two-Time Tech Founder Thinks About AI with Deeded's Reuven Gorsht 34:04

4M ago34:04

34:04

In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable,…

1
31: Internet Phone - Do You Need One? 26:18

4M ago26:18

26:18

In this episode, Massimo and I discuss internet phones and why you should consider using one for your business. In this episode we cover: → How internet phones work, what to look for in an internet phone, and if you should be using one. → The importance of integration with CRM systems, call quality, and ease of use. → Pricing models of various comp…

1
30: How to Run Top-Notch Webinars 25:11

4M ago25:11

25:11

In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business. In this episode we cover: → What to look for in a webinar application. → The differences between webinar applications like Zoom, Zoho Webinar, and other softwares. → The intersection of quality, …

1
29: How Ryan Wiley "Burned the Boats" to Become a Top Provider in the Mortgage Industry 42:28

4M ago42:28

42:28

In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game"…

1
28: How to Optimize Your Website For Your Mortgage Business 27:04

5M ago27:04

27:04

In this episode, Massimo and I discuss how you can optimize your website based on the type of business you run, and how they're very important for your business and credibility. In this episode we cover: → Websites provided to Brokers from their brokerage, rate shop website optimization, and referral based website optimization. → The cost of buildi…

1
27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug Adlam 35:40

5M ago35:40

35:40

In this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing b…

1
Readers Theatre - Master of the World - Final - Chapter 16. The Old Housekeepers Last Comments 6:10

5M ago6:10

6:10

17. The Old Housekeeper's Last Comment The Radioplay Hour presents to you chapter 17 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. This is the Final Episode of our story. Visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story at your own pace and ad fre…

1
26: How a Top 25 Broker is Sharing His "Secret Sauce" with All Brokers with Origin Mortgage's Kyle Green 39:03

5M ago39:03

39:03

In this episode, we're joined by Kyle Green. Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, and has been a Top 25 Broker in Canada since 2017 (volume funded), and a Top 10 Broker in DLC. Kyle is also the Founder of Greenwealth Capital, which helps people grow their real estate portfolio, and his newes…

1
Readers Theatre - Master of the World - Chapter 16. In the Name of the Law 22:57

5M ago22:57

22:57

16 In the Name of the Law The Radioplay Hour presents to you chapter 16 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme …

1
25: How to Go From a Solopreneur to a $100M+ Broker with BrokerSquared's Christian Amurao 29:31

5M ago29:31

29:31

In this episode, we're joined by Christian Amurao. Christian is the Founder and Executive Director of the Open Doors Mortgage Team from Surrey, BC, and has been in the mortgage industry for over 15 years. Christian is also a Co-Founder of the brokerage BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers. …

1
Readers Theatre - Master of the World - Chapter 15. Robur, the Conqueror 11:20

5M ago11:20

11:20

The Radioplay Hour presents to you chapter 15 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story…

1
24: Most Under-Rated Social Media Hacks with BluMortgage's Maryah Diulia 25:49

5M ago25:49

25:49

In this episode, we're joined by Maryah Diulia. Maryah is a Sales and Marketing Lead at BluMortgage from Toronto, Ontario, who's done a little bit of everything at BluMortgage in her 2.5 years at the company. In this episode we cover: → The new trend of social media sites as search engines and the benefits of narrowing down to a niche. → Improving …

1
Readers Theatre - Master of the World - Chapter 14. The Eagles Nest 17:24

6M ago17:24

17:24

The Radioplay Hour presents to you chapter 14 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story at …

1
23: Numbers Don't Lie with Vetter Consulting's Craig Vetter 34:47

6M ago34:47

34:47

In this episode, we're joined by Craig Vetter. Craig is the Owner of Vetter Consulting from Delta, BC, which has been helping Mortgage Brokers build better businesses with 1-on-1 coaching since 2014. In 2023, Craig's clients funded over $650 million, while also improving their client service, systems, and processes. In this episode we cover: → Bala…

1
Readers Theatre - Master of the World - Chapter 13. Niagara 22:24

6M ago22:24

22:24

The Radioplay Hour presents to you chapter 13 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story…

1
22: 5 Tools to Help You Take Time Off 24:27

6M ago24:27

24:27

In this episode, Massimo and I discuss quick wins you can implement into your business to be able to take a proper vacation and not have to be attached to your phone. In this episode we cover: → Setting expectations for referral partners, clients, and co-workers for while you are away. → Email inbox management and the bigger push from brokerages to…

1
Readers Theatre - Master of the World - Chapter 12. On Board the Terror 17:28

6M ago17:28

17:28

The Radioplay Hour presents to you chapter 12 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story…

1
21: Browser Extensions - Pain Killers or Vitamins? 17:26

6M ago17:26

17:26

In this episode, Massimo and I discuss how browser extensions can impact your web browser experience, their practical benefits, and how they could become more essential moving forward. In this episode we cover: → Popular browser extensions we use that could benefit Brokers including screen shots and phone diallers. → How a password managing extensi…

1
Readers Theatre - Master of the World - Chapter 11. Black Rock Creek 17:35

6M ago17:35

17:35

The Radioplay Hour presents to you chapter 11 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story…

1
20: Pushing the Limits of Broker Tech with BluMortgage Power User Stephen Green 27:29

6M ago27:29

27:29

In this episode, we're joined by Stephen Green. Stephen is the Owner of Stephen Green Mortgages and the Leader of The Financial Collective from Kitchener, Ontario, who spent 25 years at the bank before become a Broker in January of 2023. Stephen has also hosted "The Green Effect" podcast since 2018, and is a power user of BluMortgage, integrating t…

1
Readers Theatre - Master of the World - Chapter 10. The Campaign 18:29

7M ago18:29

18:29

The Radioplay Hour presents to you chapter 10 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story…

1
19: The Journey of Building the #1 Finance App on the App Store with Canadian Mortgage App Founder Ben Salami 31:20

7M ago31:20

31:20

In this episode, we're joined by our very first guest, Ben Salami! Ben is the Founder and CEO of Bendigi Technologies and the Canadian Mortgage App (CMA). The Canadian Mortgage App is a mobile app that helps home buyers, homeowners, real estate agents, and mortgage brokers easily navigate the complexity of mortgages, and has been downloaded over a …

1
Readers Theatre - Master of the World - Chapter 9. Outside the Law 14:02

7M ago14:02

14:02

The Radioplay Hour presents to you chapter 9 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story …

1
18: Should You Build Your Own Software Product? 22:26

7M ago22:26

22:26

In this episode, Massimo and I discuss building your own proprietary software, either on the brokerage, team, or individual level, and if it's something you should consider or if it's a shiny object. In this episode we cover: → Why brokerages build their own software products and if they're successful. → Successful known software that started out b…

1
Readers Theatre - Master of the World - Chapter 8. At Any Cost & The Second Letter 20:02

7M ago20:02

20:02

The Radioplay Hour presents to you chapter 8 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story …

1
17: How to Start Email Marketing to Your Database 27:51

7M ago27:51

27:51

In this episode, Tom & Massimo discuss the strategy of email marketing to a Mortgage Broker's database, and different types of tools that you can use for this concept. What was discussed: → The points of friction which deter Brokers from using this strategy. → The importance of email deliverability. → And the pros and cons of 4 different types of t…

1
Readers Theatre - Master of the World - Chapter 7. A Third Machine 15:56

7M ago15:56

15:56

Por The Drama Merchant

1
16: How Deal Submission Platforms Make Money 24:36

7M ago24:36

24:36

In this episode, Tom & Massimo discuss how deal submission platforms make their money and how this affects Mortgage Brokers and their businesses. What was discussed: → The history of submission platforms and their economic model. → The growing of exclusive partnerships with lenders and brokerages/networks. → What they will do to keep Brokers using …

1
Readers Theatre - Master of the World - Chapter 6. The First Letter 11:03

7M ago11:03

11:03

The Radioplay Hour presents to you chapter 6 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story …

1
15: Don't Get Trapped! Own Your Own Domain 21:35

8M ago21:35

21:35

In this episode, Tom & Massimo discuss the importance of owning your own domain for both your website and email hosting for your business, and how setting it up is much easier than you think. What was discussed: → How owning your domain can make you appear more professional and give you freedom for your business. → The do's and don't's for choosing…

1
Readers Theatre - Master of the World - Chapter 5. Along the shores of New England 15:38

8M ago15:38

15:38

The Radioplay Hour presents to you chapter 5 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story …

1
14: Document Portals & Online Applications - Increase Your Security & Efficiency 25:14

8M ago25:14

25:14

In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience. What was discussed: → What document portals and online applications are and their best features and practices. → They enter the debate of if…

1
Readers Theatre - Master of the World - Chapter 4. The Meeting of the Automobile Club 16:06

8M ago16:06

16:06

The Radioplay Hour presents to you chapter 4 of The Master of the World, written by Jules Verne and Narrated by Nathan Schulz. For the next 17 weeks, tune in every Wednesday to hear the latest chapter of our story. Or, if you prefer, visit our website and check out the audio theatre page for the Pay-What-You-Think scheme and enjoy the entire story …