Why your tech stack might be costing you more than it saves — and what to do instead.
Every broker we know has a drawer full of dusty logins. CRMs they never set up. Tools that sounded great on a demo call but now sit idle. Subscriptions silently renewing month after month.
You’re sold on tools that do one thing well, and before you know it, you’re juggling 7 different logins, 3 different sources of truth, and still wondering why your pipeline feels stuck.
So before you click “buy now” on the next shiny app, ask yourself this: “Will this tool actually simplify my workflow — or just stack on top of it?”
Because more tech isn’t the goal. Better systems are.
I chose Morty due to the modernity and simplicity of the systems as well as giving consumers greater transparency in the financing process.
-Helise M., mortgage loan officer
How to Make Smarter Tech Decisions as a Broker
We work with brokerages and independent LOs across the country. The ones who scale sustainably? They don’t chase tools. They build systems.
Here’s what they do differently:
👉 Audit First, Add Later: Make a brutally honest list of what you’re paying for and actually using. You’ll be surprised how many tools are half-adopted or overlapping.
👉 Buy Platforms, Not Plug-ins: Stop thinking in point solutions. A good platform supports your whole workflow — from lead to close — and reduces the number of handoffs and logins.
👉 Prioritize Integration Over Features: It’s not about how “advanced” a tool is. It’s about how well it plays within your systems. If it’s a silo, it’s a drag.
What This Looks Like in Practice
Here’s a quick example, a broker is using:
- One CRM for leads
- One system to search lender products
- Another for loan submission
- Doc collection via manual email
- Compliance tracking in a spreadsheet
- A website builder to capture and funnel leads
- Automation tools to try to glue it all together
They are paying for at least 6+ different tools. But worse than the cost? The chaos. Loan pricing is cobbled together. Leads fall through the cracks. Docs get stuck in inboxes. Compliance is always a last-minute scramble.
This is exactly why we built Morty — to give brokers a single, integrated platform that replaces the patchwork with a purpose-built system. Fewer moving parts. Less risk. More time doing the work that actually grows your business.
TL;DR: Fewer Tools. Smarter Systems.
Every new tool should earn its place. And the best tech isn’t the one with the most features — it’s the one that removes friction.
One question. Every time: “Does this simplify my workflow — or just stack on top of it?”
If you’re looking for a place to start, fill out the form below to talk to our team. Learn how we’re building the future of mortgage tech — one system, not six.
Related resources
- Featured Article: A decision-making guide for mortgage tech. Read the article.
- Morty Integrations: Seamlessly connects with your most loved apps. See more.
- All-In-One Solution: Bring all of your systems into one place, with Morty. Learn how.
