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Listen "14: Document Portals & Online Applications - Increase Your Security & Efficiency"
Episode Synopsis
In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience.
What was discussed:
→ What document portals and online applications are and their best features and practices.
→ They enter the debate of if they should require logins for clients to access.
→ And touch on platform integrations and power dynamics in the Canadian mortgage industry.
Check if your email has been hacked here: www.haveibeenpwned.com
***
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 was discussed:
→ What document portals and online applications are and their best features and practices.
→ They enter the debate of if they should require logins for clients to access.
→ And touch on platform integrations and power dynamics in the Canadian mortgage industry.
Check if your email has been hacked here: www.haveibeenpwned.com
***
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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24/10/2025
E90: My Hot Take on AI Privacy
26/09/2025
E89: 3 New Mortgage Tech Startups
24/09/2025
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