<p><strong>WATCH</strong></p><p>▶️ ⁠<a href="https://youtu.be/NgcUdVL3niU" target="_blank" rel="noopener noreferer">⁠Watch this episode on YouTube⁠</a>⁠</p><p>***</p><p> </p><p><strong>EPISODE DESCRIPTION</strong></p><p>In this episode, Dean and Deryk discuss the evolution of their Canadian Perfect Loan Process, originally introduced two years ago, which has now transformed into version 2.0, for a far more comprehensive training for Canadian Mortgage Agents. </p><p><br></p><p>Built on Tim Braheem&#39;s American coaching framework, they adapted it significantly for Canadian regulatory bodies including BCFSA, RECA, and FSRA, while now also smartly integrating AI. The result is a full nine-module CPLP system, and a lighter five-module version for solo brokers.</p><p> </p><p>Dean &amp; Deryk discuss:</p><p> </p><p>→ Developing the original Perfect Loan Process from the American legend Tim Braheem, and how they were able to adapt it for the Canadian market.</p><p><br></p><p>→ What the CPLP online platform is, what the modules cover, and what makes it unique.</p><p><br></p><p>→ Using the CPLP to develop documented workflows to create a repeatable process &amp; enforce compliance for E&amp;O protection.</p><p><br></p><p>→ The next level of business coaching, their AI Agent Coach, everything it can do, and how it should be used as a tool combined with human coaching.</p><p><br></p><p>→ Using the AI Agent Coach to build comprehensive business plans with honest feedback, keeping on track to stay connected with referral partners, and hold yourself accountable.</p><p><br></p><p>→ The lack of training in the Canadian mortgage industry, and why ABW continually invests to educate Agents from all brokerages.</p><p><br></p><p>Canadian Perfect Loan Process: <a href="https://www.perfectloanprocess.ca/">www.perfectloanprocess.ca</a></p><p>Tenth Degree AI Course: <a href="https://mtg.course.tenthdegree.ai/">www.mtg.course.tenthdegree.ai</a></p><p>Mortgage Masters Webinar Series: <a href="https://www.mortgage-masters.ca">www.mortgage-masters.ca</a></p><p>***</p><p><br></p><p><strong>CHAPTERS</strong></p><p>00:00 Intro</p><p>1:20 Developing the CPLP</p><p>5:42 Adapting a US Process for the Canadian Market</p><p>9:44 Using the CPLP to Enforce Compliance</p><p>12:55 What the CPLP Platform is &amp; How It&#39;s Unique</p><p>18:51 The AI Agent Coach - Next Level of Business Coaching</p><p>25:54 Combining the AI Agent with Human Coaching</p><p>30:43 The Realtor Engine - Staying Connected with Referral Partners</p><p>34:46 Current Canadian Mortgage Training &amp; the ABW Difference</p><p>38:52 What&#39;s Next &amp; Wrap-Up</p><p>***</p><p> </p><p><strong>CONNECT WITH THE SHOW</strong></p><p>🎙️ The Mortgage Broker Podcast Podcast: <a href="https://linktr.ee/themortgagebrokerpodcast?utm_source=linktree_profile_share&ltsid=bf8c6904-a28b-4518-9662-645edb5ce53b" target="_blank" rel="noopener noreferer">⁠⁠@abetterwaymortgage⁠⁠</a></p><p>📺 The Mortgage Broker Podcast YouTube: <a href="https://www.youtube.com/@MortgageBrokerPodcastNetwork" target="_blank" rel="noopener noreferer">⁠⁠@MortgageBrokerPodcastNetwork⁠⁠</a></p><p>📝 The Mortgage Broker Podcast Blog: <a href="https://www.joinabw.ca/media" target="_blank" rel="noopener noreferer">⁠⁠@ABWMedia⁠⁠</a></p><p>***</p><p> </p><p><strong>CONNECT WITH THE HOSTS</strong></p><p>📋 Dean Lawton&#39;s LinkedIn: <a href="https://www.linkedin.com/in/dean-lawton-07184998/" target="_blank" rel="noopener noreferer">⁠⁠⁠@DeanLawton⁠⁠⁠</a></p><p>📋 Deryk Williamson&#39;s LinkedIn: <a href="https://www.linkedin.com/in/deryk-williamson-271697106/" target="_blank" rel="noopener noreferer">⁠⁠⁠@DerykWilliamson⁠⁠⁠</a></p><p>📋 Jason Marshall&#39;s LinkedIn: <a href="https://www.linkedin.com/in/jasonmarshallma/" target="_blank" rel="noopener noreferer">⁠⁠@JasonMarshall⁠⁠</a></p><p>***</p><p> </p><p><strong>CONNECT WITH A BETTER WAY MORTGAGES</strong></p><p>🔗 A Better Way Mortgages Website: <a href="https://www.joinabw.ca/" target="_blank" rel="noopener noreferer">⁠⁠www.joinabw.ca⁠⁠</a></p><p>📸 A Better Way Mortgages Instagram: <a href="https://www.instagram.com/abetterwaymortgages/" target="_blank" rel="noopener noreferer">⁠⁠@abetterwaymortgages⁠⁠</a></p><p>📋 A Better Way Mortgages LinkedIn: <a href="https://www.linkedin.com/company/dominion-lending-centres---a-better-way/?originalSubdomain=ca" target="_blank" rel="noopener noreferer">⁠⁠@ABetterWayMortgages⁠⁠</a></p><p>👥 A Better Way Mortgages Facebook: <a href="https://www.facebook.com/abetterwaymortgages/" target="_blank" rel="noopener noreferer">⁠⁠@ABetterWayMortgages⁠⁠</a></p><p>📬 A Better Way Mortgages Tuesday Mortgage Memo: <a href="https://www.joinabw.ca/abw-tuesday-mortgage-memo" target="_blank" rel="noopener noreferer">⁠⁠@ABWTuesdayMortgageMemo⁠</a></p>

The Mortgage Broker Podcast

A Better Way Mortgage Group

66: The Perfect Loan Process 2.0

APR 23, 202644 MIN
The Mortgage Broker Podcast

66: The Perfect Loan Process 2.0

APR 23, 202644 MIN

Description

<p><strong>WATCH</strong></p><p>▶️ ⁠<a href="https://youtu.be/NgcUdVL3niU" target="_blank" rel="noopener noreferer">⁠Watch this episode on YouTube⁠</a>⁠</p><p>***</p><p> </p><p><strong>EPISODE DESCRIPTION</strong></p><p>In this episode, Dean and Deryk discuss the evolution of their Canadian Perfect Loan Process, originally introduced two years ago, which has now transformed into version 2.0, for a far more comprehensive training for Canadian Mortgage Agents. </p><p><br></p><p>Built on Tim Braheem&#39;s American coaching framework, they adapted it significantly for Canadian regulatory bodies including BCFSA, RECA, and FSRA, while now also smartly integrating AI. The result is a full nine-module CPLP system, and a lighter five-module version for solo brokers.</p><p> </p><p>Dean &amp; Deryk discuss:</p><p> </p><p>→ Developing the original Perfect Loan Process from the American legend Tim Braheem, and how they were able to adapt it for the Canadian market.</p><p><br></p><p>→ What the CPLP online platform is, what the modules cover, and what makes it unique.</p><p><br></p><p>→ Using the CPLP to develop documented workflows to create a repeatable process &amp; enforce compliance for E&amp;O protection.</p><p><br></p><p>→ The next level of business coaching, their AI Agent Coach, everything it can do, and how it should be used as a tool combined with human coaching.</p><p><br></p><p>→ Using the AI Agent Coach to build comprehensive business plans with honest feedback, keeping on track to stay connected with referral partners, and hold yourself accountable.</p><p><br></p><p>→ The lack of training in the Canadian mortgage industry, and why ABW continually invests to educate Agents from all brokerages.</p><p><br></p><p>Canadian Perfect Loan Process: <a href="https://www.perfectloanprocess.ca/">www.perfectloanprocess.ca</a></p><p>Tenth Degree AI Course: <a href="https://mtg.course.tenthdegree.ai/">www.mtg.course.tenthdegree.ai</a></p><p>Mortgage Masters Webinar Series: <a href="https://www.mortgage-masters.ca">www.mortgage-masters.ca</a></p><p>***</p><p><br></p><p><strong>CHAPTERS</strong></p><p>00:00 Intro</p><p>1:20 Developing the CPLP</p><p>5:42 Adapting a US Process for the Canadian Market</p><p>9:44 Using the CPLP to Enforce Compliance</p><p>12:55 What the CPLP Platform is &amp; How It&#39;s Unique</p><p>18:51 The AI Agent Coach - Next Level of Business Coaching</p><p>25:54 Combining the AI Agent with Human Coaching</p><p>30:43 The Realtor Engine - Staying Connected with Referral Partners</p><p>34:46 Current Canadian Mortgage Training &amp; the ABW Difference</p><p>38:52 What&#39;s Next &amp; Wrap-Up</p><p>***</p><p> </p><p><strong>CONNECT WITH THE SHOW</strong></p><p>🎙️ The Mortgage Broker Podcast Podcast: <a href="https://linktr.ee/themortgagebrokerpodcast?utm_source=linktree_profile_share&ltsid=bf8c6904-a28b-4518-9662-645edb5ce53b" target="_blank" rel="noopener noreferer">⁠⁠@abetterwaymortgage⁠⁠</a></p><p>📺 The Mortgage Broker Podcast YouTube: <a href="https://www.youtube.com/@MortgageBrokerPodcastNetwork" target="_blank" rel="noopener noreferer">⁠⁠@MortgageBrokerPodcastNetwork⁠⁠</a></p><p>📝 The Mortgage Broker Podcast Blog: <a href="https://www.joinabw.ca/media" target="_blank" rel="noopener noreferer">⁠⁠@ABWMedia⁠⁠</a></p><p>***</p><p> </p><p><strong>CONNECT WITH THE HOSTS</strong></p><p>📋 Dean Lawton&#39;s LinkedIn: <a href="https://www.linkedin.com/in/dean-lawton-07184998/" target="_blank" rel="noopener noreferer">⁠⁠⁠@DeanLawton⁠⁠⁠</a></p><p>📋 Deryk Williamson&#39;s LinkedIn: <a href="https://www.linkedin.com/in/deryk-williamson-271697106/" target="_blank" rel="noopener noreferer">⁠⁠⁠@DerykWilliamson⁠⁠⁠</a></p><p>📋 Jason Marshall&#39;s LinkedIn: <a href="https://www.linkedin.com/in/jasonmarshallma/" target="_blank" rel="noopener noreferer">⁠⁠@JasonMarshall⁠⁠</a></p><p>***</p><p> </p><p><strong>CONNECT WITH A BETTER WAY MORTGAGES</strong></p><p>🔗 A Better Way Mortgages Website: <a href="https://www.joinabw.ca/" target="_blank" rel="noopener noreferer">⁠⁠www.joinabw.ca⁠⁠</a></p><p>📸 A Better Way Mortgages Instagram: <a href="https://www.instagram.com/abetterwaymortgages/" target="_blank" rel="noopener noreferer">⁠⁠@abetterwaymortgages⁠⁠</a></p><p>📋 A Better Way Mortgages LinkedIn: <a href="https://www.linkedin.com/company/dominion-lending-centres---a-better-way/?originalSubdomain=ca" target="_blank" rel="noopener noreferer">⁠⁠@ABetterWayMortgages⁠⁠</a></p><p>👥 A Better Way Mortgages Facebook: <a href="https://www.facebook.com/abetterwaymortgages/" target="_blank" rel="noopener noreferer">⁠⁠@ABetterWayMortgages⁠⁠</a></p><p>📬 A Better Way Mortgages Tuesday Mortgage Memo: <a href="https://www.joinabw.ca/abw-tuesday-mortgage-memo" target="_blank" rel="noopener noreferer">⁠⁠@ABWTuesdayMortgageMemo⁠</a></p>