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E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
Mortgage Tech Talks
39 minutes 5 seconds
4 months ago
E80: The Mortgage CRM Godfather is All-In on AI with MCC's Rich Spence
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
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#MortgageTech #DLCG #RichSpence #VelocityCRM #MortgageBroker #AIInMortgages #BrokerInnovation #CRM #MortgageIndustry #TechForBrokers