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10: Why AI is the Ketchup to Your CRM Fries with BluMortgage's Tom Hall
Manage episode 459933375 series 3607407
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EPISODE DESCRIPTION
In this episode, Bekim is joined by Tom Hall. Tom is the Co-Founder & Co-CEO of BluMortgage from Toronto, Ontario, one of the top independent CRMs for mortgage brokers in Canada. Used by 3 of the top 5 brokers in the country and over $11.5B in mortgage volume managed annually, BluMortgage is leading the transition from a historically manual-process to a digital-first experience for agents and their customers, and was named one of the Globe & Mail's Top Growing Companies in 2024. Tom is also the host of the Mortgage Tech Talks podcast, which covers the latest in mortgage technology, and was named one of the CMPs Rising Stars of 2024.
Tom is here to discuss:
→ What led him to BluMortgage, what BluMortgage is and who's their avatar client, and how BluMortgage has evolved from a diagnostic to a prescriptive business.
→ How to implement good CRM habits, separating your customer journey process from a system, and building a good business foundation with data & open source frameworks.
→ Where AI fits in the mortgage industry, predictions on the future of mortgage tech, and what's coming from BluMortgage in 2025.
BluMortgage Website: www.blumortgage.ca
BluMortgage Instagram: @blumortgage
BluMortgage LinkedIn: @BluMortgage
Tom Hall's Instagram: @mortgage_tech_tom
Tom Hall's LinkedIn: @TomHall
Tom Hall's YouTube: @mortgagetechtom
Mortgage Tech Talks Podcast: @mortgagetechtalks
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