DLCG Law & Order - James Bell

06/02/2026

Anyone else enjoying the new Daily Mortgage Memo from MLN? Great market snapshot of bond yields, inflation data and oil price. A mortgage brokers' f***y-pack of info to start the day! (yes, f***y packs are legit cool).

Your mortgage industry knowledge hub - Stay informed with the latest mortgage insights and professional development

05/27/2026

The ABCs of Ai Compliance in brokerages:

A - Amend your Policies and Procedures - set out your Ai expectations and requirements.

B - Broker Education - make sure your brokers are not using free platforms and are only using walled secure tools.

C - Customer Consent - advise your clients your brokerage uses Ai. While your brokers select and use Ai tools prudently, there are risks snd the client should consent.

The world is still adjusting to Ai but we expect Ai usage in our space will only continue. We welcome the efficiencies that come with Ai but we all need to be prudent in our use so that customer personal information is protected and customers are aware that we’re using Ai.

PS… this post was written entirely by a human (may have errors!).

05/23/2026

Our friends at Mortgage Logic News just added a new section called “Ask a deal Question” under community feed.

I understand certain experts will be reviewing regularly to provide answers / suggestions.

Go ahead, ask a question or answer a question.

We’re in this together!

Gary Mauris
Eddy Cocciollo
Mike De Eyre
DLCG Mortgage Group
Chris Turcotte

05/14/2026

Meet Margo and Walter, your AI concierge for AML and BC MSA questions. Our very own Dave Teixeira has just shared email links to our two new AI tools (yes, of course they needed names).

Margo is absolutely delightful and she'd be happy to answer your AML questions. In my mind, Margo loves riding her Harley and baking snickerdoodles. She scans all the applicable FINTRAC regs when providing you an answer. Go ahead, put her to work.

And then there's Walter. He's an older gentleman (a tad cranky) very knowledgeable on the new BC MSA and the transition requirements. He loves scanning BCFSA regs to provide you with prompt answers.

What a great use of AI, well done Dave!

05/13/2026

Velocity's AI Submission Notes

Check out this 10 minute snip from the Mortgage Show where Newton's Kate Henderson highlights how easy and effective it is to using Velocity's AI submission notes. PLUS you can sign up for an upcoming webinar (details in the video). Enjoy!

04/24/2026

Anybody looking for a good sales read?

Just finished Influence: The Psychology of Persuassion. It's one of Charlie Munger's fav books calling it one of the best sales books of our time.

It focusses on social psychology and human behavior associated with sales. The chapters on reciprocity and social proof blew my tiny mind. Basically explains the 'why' behind the most successful sales techniques.

Will send first three asks a gift copy on Audiobooks but you have to agree to share a book review.

Stay nerdy!

04/22/2026

I absolutely love this DLC media asset! Networks and professionals need to make it known that its now common to use a broker.

45% of Canadians used a mortgage broker for their current mortgage.
This isn’t a niche option anymore. It’s how a significant portion of Canadians are choosing to secure their financing. When people have access to more options, better guidance, and someone working in their best interest, the choice becomes pretty clear. Click the link in our bio to be connected with a DLC Mortgage Expert in your area! 🏡

04/19/2026

Hey DLCG, have you signed up for your free MortgageLogic News account? Rob does an excellent job on regulatory changes and the tools he has are really cool. Give it a try, its a great resource.

02/11/2026

From today's Mortgage Show - the AML Risk Rating Tool!

You now have an easy and systematic approach for your client AML risk rating.

- secure - information does not leave your computer
- fast - instant high, medium or low rating shown after you click on some information
- convenient - use on any computer
- FREE

Watch the video below and visit https://tinyurl.com/AMLRiskRating

02/04/2026

Are you including all client emails, texts and notes in your compliance files?

When assisting brokers with regulatory reviews, the most common issue we see is that material emails, texts and file notes are missing from the file. Another good reason to use your network provided email address so that emails can be recovered if they aren't in your file.

Also, if you prefer to text with your clients, remember to screenshot those texts and include them in your file.

What to save? Any communications relating to the application or the mortgage.

Have a great day!