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E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence

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Manage episode 492563496 series 3554290
Content provided by Tom Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.

Rich shares:

  • His origin story launching Nexxa, the first web-based CRM for brokers

  • The mindset and grind that helped scale to 7,000+ users

  • How DLCG and Velocity are future-proofing the mortgage industry

  • Why emotional intelligence is just as important as AI

  • And how consumer expectations are forcing innovation faster than ever

Whether you're a broker, lender, tech founder, or industry leader—this episode will challenge how you think about change, innovation, and what it really takes to stay relevant.

📍 Timestamps
00:00 – The future belongs to brokers who text
00:20 – The power of DLCG’s network and tech adoption
01:00 – Meet today’s guest: Rich Spence
02:00 – The untold origin story of Nexxa CRM
05:00 – How they scaled to 7,000 mortgage brokers
08:30 – Building software by hand—then hitting the phones
10:00 – What brokers can learn from DLCG's growth
14:00 – The evolution of Velocity and its rapid release cycle
18:00 – Why persistence and iteration drive tech success
21:00 – AI, cold calls, and the irreplaceable human touch
25:00 – How brokers need to adapt to Gen Z and tech trends
29:00 – What your clients expect (and how DLCG is building it)
34:00 – Why the right partnerships matter in 2025 and beyond

🔗 Connect with Rich Spence
Instagram: @richspence3

LinkedIn: @richspence3

✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.
💬 Leave a comment sharing your favourite insight or takeaway.

#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers

  continue reading

80 episodes

Artwork
iconShare
 
Manage episode 492563496 series 3554290
Content provided by Tom Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Mortgage Tech Talks, host Tom Hall sits down with Rich Spence, President of Mortgage Centre Canada (part of the DLCG network), for a powerful deep dive into the past, present, and future of mortgage tech.

Rich shares:

  • His origin story launching Nexxa, the first web-based CRM for brokers

  • The mindset and grind that helped scale to 7,000+ users

  • How DLCG and Velocity are future-proofing the mortgage industry

  • Why emotional intelligence is just as important as AI

  • And how consumer expectations are forcing innovation faster than ever

Whether you're a broker, lender, tech founder, or industry leader—this episode will challenge how you think about change, innovation, and what it really takes to stay relevant.

📍 Timestamps
00:00 – The future belongs to brokers who text
00:20 – The power of DLCG’s network and tech adoption
01:00 – Meet today’s guest: Rich Spence
02:00 – The untold origin story of Nexxa CRM
05:00 – How they scaled to 7,000 mortgage brokers
08:30 – Building software by hand—then hitting the phones
10:00 – What brokers can learn from DLCG's growth
14:00 – The evolution of Velocity and its rapid release cycle
18:00 – Why persistence and iteration drive tech success
21:00 – AI, cold calls, and the irreplaceable human touch
25:00 – How brokers need to adapt to Gen Z and tech trends
29:00 – What your clients expect (and how DLCG is building it)
34:00 – Why the right partnerships matter in 2025 and beyond

🔗 Connect with Rich Spence
Instagram: @richspence3

LinkedIn: @richspence3

✅ If you enjoyed this episode, subscribe for more insights from top minds in mortgage and financial tech.
💬 Leave a comment sharing your favourite insight or takeaway.

#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers

  continue reading

80 episodes

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