EPISODE · Nov 15, 2024 · 33 MIN
51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier
from Mortgage Tech Talks · host Tom Hall
In this episode, we're joined by Wendy Meier. Wendy is a Mortgage Agent at The Mortgage Centre Sky Financial and a National Sales Executive at NETTRAKK from Edmonton, Alberta. Taking inspiration from products in the US, Wendy combined her background as a Strategic Sales Executive selling tech and 15 years of experience in mortgages to create NETTRAKK, an automated lead generation marketing platform for Mortgage Agents, Realtors, and their clients. NETTRAKK is the only post-closing client portal, maximizing the potential of your client database. In this episode we cover: → Wendy's journey in mortgages and founding NETTRAKK, how NETTRAKK stands out among competitors, and how NETTRAKK also benefits Realtors. → The challenges for Brokers in implementing new tech, juggling priorities and knowing what is "mission critical", and how to know when you've found the right partner or team. → The asset of first hand industry knowledge, keeping on track with a 30,000ft view of your project, and tech trends Brokers should be watching for. NETTRAKK Website: www.nettrakk.ca NETTRAKK Facebook: @nettrakk Wendy Meier's Website: www.wendymeier.ca Wendy Meier's LinkedIn: @WendyMeier *** WATCH ▶️ Watch this episode on YouTube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***
What this episode covers
In this episode, we're joined by Wendy Meier. Wendy is a Mortgage Agent at The Mortgage Centre Sky Financial and a National Sales Executive at NETTRAKK from Edmonton, Alberta. Taking inspiration from products in the US, Wendy combined her background as a Strategic Sales Executive selling tech and 15 years of experience in mortgages to create NETTRAKK, an automated lead generation marketing platform for Mortgage Agents, Realtors, and their clients. NETTRAKK is the only post-closing client portal, maximizing the potential of your client database. In this episode we cover:→ Wendy's journey in mortgages and founding NETTRAKK, how NETTRAKK stands out among competitors, and how NETTRAKK also benefits Realtors.→ The challenges for Brokers in implementing new tech, juggling priorities and knowing what is "mission critical", and how to know when you've found the right partner or team.→ The asset of first hand industry knowledge, keeping on track with a 30,000ft view of your project, and tech trends Brokers should be watching for. NETTRAKK Website: www.nettrakk.ca NETTRAKK Facebook: @nettrakk Wendy Meier's Website: www.wendymeier.ca Wendy Meier's LinkedIn: @WendyMeier *** WATCH ▶️ Watch this episode on YouTube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***
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51: How to Build a Technology as a Broker with NETTRAKK's Wendy Meier
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