Episode 11

Technology VS Relationships

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Technology can be a game-changer. It allows you to automate things, saving time and money, and it improves client experiences. But overusing technology, at the wrong time and place, when relationships should be the focus, can damage your mortgage business and ruin opportunities.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the influence of technology on the mortgage industry and how to successfully build a business using the right mix of technology and relationships.

The Key Questions

  • What are some common mistakes that brokers make when using technology? (5:34)
  • What do people really want from you? (9:01)
  • Is too much technology actually a good thing? (14:25)
  • How do you compete against big businesses in the tech era? (19:10)

What You’ll Discover

  • The #1 reason why technology won’t substitute relationships and experience. (4:21)
  • How to approach technology and make it beneficial to your business. (8:28)
  • The most valuable currency of the future. (17:12)
  • The truth about generating leads in a tech world. (20:37)

Let's Accelerate

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