This week on the Mortgage Tech Talks podcast, 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.
Chapters
0:00 Intro
1:03 Today’s Guest: Wendy Meier
4:07 Broker’s Implementing New Tech
6:08 Mission Critical: Juggling Priorities
10:43 The Journey of Founding NETTRAKK
14:48 Knowing When You’ve Found the Right Partner/Team
17:27 The 30,000ft Project View
19:46 The Asset of First Hand Industry Knowledge
23:27 Standing Out Among Competitors
29:02 Benefits for Realtors
30:49 Tech Trends Brokers Should Be Watching For
33:20 Outro