EPISODE · Jul 4, 2025 · 39 MIN
E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
from Mortgage Tech Talks · host Tom Hall
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
What this episode covers
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. 📍 Timestamps00:00 – The future belongs to brokers who text00:20 – The power of DLCG’s network and tech adoption01:00 – Meet today’s guest: Rich Spence02:00 – The untold origin story of Nexxa CRM05:00 – How they scaled to 7,000 mortgage brokers08:30 – Building software by hand—then hitting the phones10:00 – What brokers can learn from DLCG's growth14:00 – The evolution of Velocity and its rapid release cycle18:00 – Why persistence and iteration drive tech success21:00 – AI, cold calls, and the irreplaceable human touch25:00 – How brokers need to adapt to Gen Z and tech trends29:00 – What your clients expect (and how DLCG is building it)34:00 – Why the right partnerships matter in 2025 and beyond 🔗 Connect with Rich SpenceInstagram: @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
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E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
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