Dean Lawton

Introduction

Mortgage brokers face increasing complexity, yet some thrive by mastering technology and processes. In this episode of Mortgage Tech Talks, Dean Lawton, partner at ABW Mortgage, shares how he turned challenges into opportunities, scaling his brokerage with efficiency and innovation. Here are the key takeaways from our discussion.

Episode

The Road to Success: From Broker to Broker Owner

Dean’s journey began in 2013 as a solo broker learning the ropes. Early on, he focused on building relationships and driving business through referrals. But success came fast, and with it, the need for better systems to handle his growing client base.

By embracing process and technology, Dean scaled operations and achieved remarkable efficiency. When he joined ABW Mortgage as a partner, he applied the same principles, transitioning the brokerage from paper-heavy systems to streamlined, tech-enabled workflows. His secret? Marrying process-driven strategies with supportive tools.

Technology: A Broker’s Best Friend

Dean highlights how technology has been pivotal for his success:

Automated Document Requests: Early adoption of digital applications and automated document collection saved hours of manual work. Dean recalls late nights drafting emails, a practice he eliminated with tools that retrieve, organize, and securely store client files.

CRM Systems: A robust CRM enables consistent follow-ups and personalized communication without added effort. For Dean, automations like tailored email triggers transform client management into a seamless experience.

Simplification Over Complexity: Dean advocates starting with essential tools like CRMs, scheduling systems, and email templates before exploring advanced options.

Adapting to Challenges: Regulation and Client Needs

The mortgage industry has grown more complex with tighter regulations, including Anti-Money Laundering (AML) guidelines. Dean’s strategy has been to prepare in advance, investing in training, compliance officers, and robust processes to stay ahead. He believes these measures not only enhance professionalism but also build trust with clients and agents.

While technology plays a critical role, Dean emphasizes that tech is only a support tool. Brokers must first define their processes and goals before introducing automation. “Tech without a process is just noise,” he says.

Looking Forward: The Future of Mortgage Tech

Dean is optimistic about the future. Drawing inspiration from the U.S., where tech adoption is more advanced, he sees exciting opportunities for Canadian brokers to improve client services. His focus at ABW Mortgage remains on growth—helping experienced agents work more efficiently or scale their businesses.

Dean believes technology will continue to reduce operational costs while empowering brokers to provide personalized advice. “AI won’t replace brokers but will complement their expertise,” he explains, underscoring the enduring importance of human connection in navigating complex deals.

Conclusion

Key Takeaways

For brokers looking to emulate Dean’s success, he recommends starting with these steps:

Adopt a CRM: Manage client interactions systematically.

Automate Document Collection: Save time and improve client experience.

Simplify Your Toolkit: Focus on tools that deliver tangible results.

Prioritize Compliance: Stay ahead of regulations with training and expertise.

By leveraging technology and refining processes, brokers can work smarter, not harder.

How to Contact Dean

Interested in learning more about Dean and ABW Mortgage? Visit their website at joinabw.ca or find them on social media.