Couverture de The Mortgage Broker Podcast

The Mortgage Broker Podcast

The Mortgage Broker Podcast

De : 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 Direction Economie Management et direction
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    Épisodes
    • 61: The Agentic Era: Shawn Kanungo on the Future of the Mortgage Industry

      61: The Agentic Era: Shawn Kanungo on the Future of the Mortgage Industry
      Feb 19 2026
      WATCH▶️ ⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠***In this episode, Dean is joined by Shawn Kanungo, the keynote speaker at our 2026 Ascend Mortgage Conference that was held in January.As a globally recognized innovation strategist and bestselling author, Shawn has emerged as one of the world's most sought-after voices on innovation and generative AI. He spent 12 years at Deloitte working closely with leaders to help them better plan for the opportunities associated with disruptive innovation.Shawn was named the 'Best Virtual Keynote Speaker I've Ever Seen' by Forbes, and recognized as one of Edify's Top 40 Under 40. He made history as the first innovation expert with a streaming special on Apple TV and Prime Video. His bestselling book, "The Bold Ones" - celebrated by McKinsey as essential reading for decision-makers - provides a thought-provoking blueprint for professionals and organizations to embrace bold innovation in an era of unprecedented change. Shawn is here to discuss: → What Agentic AI is and what that means for Brokers.→ Why knowledge in the mortgage industry is no longer power.→ How to become the most valuable person in any business.→ If SAAS, software as a service, is dead, or just evolving.→ Ways to increase your value to referral partners by using AI.→ The "Mortgage Ninja Folder" - how AI can do things that humans can't, creating SOPs for an AI agent, and re-imagining your business processes.→ The industry mindset shift from the fear of being replaced by AI to recognizing the opportunities with AI. Shawn Kanungo's Website: www.shawnkanungo.comShawn Kanungo's LinkedIn: @ShawnKanungoShawn Kanungo's Instagram: @shawnkanungoShawn Kanungo's Facebook: @ShawnKanungoShawn Kanungo's YouTube: @shawn.kanungo***CHAPTERS00:00 Intro02:12 What is Agentic AI?05:21 Is SAAS Dead?09:22 The Mortgage Ninja Folder16:02 Overcoming Fear & Recognizing Opportunities23:36 Increasing Value for Referral Partners25:24 Knowledge is No Longer Power28:15 Become the Most Valuable Person in Any Business33:16 Wrap-Up34:13 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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      35 min
    • 60: BROKER ARMOUR #2 | The Paper Shield with Justin Noda

      60: BROKER ARMOUR #2 | The Paper Shield with Justin Noda
      Feb 12 2026

      WATCH

      ▶️ ⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠

      ***


      In this episode, Deryk and Justin continue with the second episode of our newest podcast series, Broker Armour.


      Broker Armour is a new monthly podcast series focused on compliance and regulatory changes affecting Canadian Mortgage Brokers. The series 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 explores the "paper shield" concept, the documented procedures that protect against errors and omissions claims, and how that might just save your business.

      Deryk & Justin discuss:


      → The differences between the eligibility & suitability of a client.


      → The importance of suitability & enhanced consent forms.


      → Protecting your business with client education, communication, & thorough documentation.


      → Understanding E&O, errors & omissions, insurance and the protocol for an active claim against you.

      ***


      CHAPTERS

      0:00 Intro

      0:35 What is the Paper Shield?

      4:40 How: Document/Streamline Communication

      11:19 What: Eligibility vs Suitability

      13:47 Suitability Form

      16:21 Enhanced Consent Forms

      19:18 Active Claims Protocol (E&O Insurance)

      25:22 Wrap-Up

      25:37 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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      27 min
    • 59: BROKER ARMOUR #1 | The Broker Armour Checklist with Justin Noda

      59: BROKER ARMOUR #1 | The Broker Armour Checklist with Justin Noda
      Jan 29 2026
      WATCH▶️ ⁠⁠⁠Watch this episode on YouTube⁠⁠⁠*** EPISODE DESCRIPTIONIn this episode, Dean and Justin Noda, A Better Way Group's Chief Compliance & Operations Officer, launch our newest podcast series, Broker Armour.Broker Armour is a new monthly podcast series focused on compliance and regulatory changes affecting Canadian Mortgage Brokers. The series 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 first episode explores recent FINTRAC requirements and clarifies the distinct obligations between brokerages and individual agents. Dean & Justin discuss: → What to expect from the new "Broker Armour" podcast series, the Broker Armour checklist, and why a well-resourced compliance officer is essential, not optional.→ FINTRAC 1 year later, annual training requirements, and current industry gaps.→ Policy & procedure manuals (PPM), FINTRAC examinations & audits, and the potential for a 20x increase in penalties for failed audits.→ Enhanced Due-Diligence: Client I.D., beneficial ownership, Politically Exposed Person (PEP), Head of International Organization (HIO), and sanction screening.→ Reporting to FINTRAC: Suspicious Transaction Report (STR), the Listed Persons or Entity Property Report (LEPR), and if it's an agent or brokerages responsibility to file these reports with FINTRAC.→ The ongoing monitoring of clients and record keeping.→ What a risk-based assessment, RBA, means for brokerages, and their upcoming 2-year effectiveness reviews.***CHAPTERS0:00 Intro4:22 Introducing the Broker Armour Podcast6:11 FINTRAC9:02 FINTRAC Training11:29 The Middle Ground of Compliance & Over Compliance14:52 The Broker Armour Checklist - Brokerage vs Agent Responsibility15:57 The Crucial Role of Compliance Officers19:52 Policy & Procedures Manuals (PPM)24:26 Risk-Based Assessment (RBA)28:03 Annual Training Requirements29:48 2 Year Effectiveness Review32:37 Client I.D. & Beneficial Owners38:40 Politically Exposed Person (PEP) & Head of International Organization (HIO)45:51 Ongoing Monitoring & Suspicious Activity48:25 Record Keeping49:32 Reporting to FINTRAC - Suspicious Transaction Report (STR) & Listed Persons or Entity Property Report (LEPR)53:05 FINTRAC Examinations or Audits57:25 Current Industry Gaps59:49 Wrap-Up1:04:02 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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      1 h et 5 min
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