Ep.23 | How Mortgage Automator Revolutionized Private Lending episode artwork

EPISODE · Apr 3, 2024 · 51 MIN

Ep.23 | How Mortgage Automator Revolutionized Private Lending

from Canadian Private Lenders’ Podcast · host NEAL

In 2013, a small private lender in Toronto needed a way to streamline their document generation. What started as a simple tool blossomed into Mortgage Automator, a full-fledged CRM that's revolutionizing the way private lenders operate.Today, we're sitting down with Lawrence Schwartz, the mastermind behind Mortgage Automator. He'll be taking us on a journey – from the initial spark of the idea to overcoming challenges, and finally, diving deep into the technical aspects of this game-changing platform.Show notes:1:08 - Introduction4:43 - Starting the mortgage business from scratch8:38 - What is Mortgage Automator as a product14:06 - It’s all about understanding the challenges that any business have25:06 - What does an average day look like for an executive in the company  Mortgage Automator?30:03 - Lawrence explains their structure as a company38:50 - Mindset shifts: From investor to deal-makers51:01 - OutroResources:Mortgage AutomatorKeystone Capital GroupFind Lawrence On:LinkedInFind Neal On:Instagram - @RemaxnealLinkedInFind Ryan On:LinkedInEmail Address - [email protected] 

In 2013, a small private lender in Toronto needed a way to streamline their document generation. What started as a simple tool blossomed into Mortgage Automator, a full-fledged CRM that's revolutionizing the way private lenders operate. Today, we're sitting down with Lawrence Schwartz, the mastermind behind Mortgage Automator. He'll be taking us on a journey – from the initial spark of the idea to overcoming challenges, and finally, diving deep into the technical aspects of this game-changi...

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Ep.23 | How Mortgage Automator Revolutionized Private Lending

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This episode is 51 minutes long.

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This episode was published on April 3, 2024.

What is this episode about?

In 2013, a small private lender in Toronto needed a way to streamline their document generation. What started as a simple tool blossomed into Mortgage Automator, a full-fledged CRM that's revolutionizing the way private lenders operate.Today, we're...

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