LS EP 14: Mortgage Innovation: EpochOS, Tech, and Empowerment with Evan Wade

Coming from origination to tech in supporting mortgage brokers, Evan Wade is the founder of EpochOS and co-founder and partner of Philadelphia Mortgage Brokers. A relentless researcher, innovative entrepreneur, and seasoned professional in the banking and mortgage industry, Wade has helped numerous companies address the gap between the mortgage process and technology.

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Episode 14 Evan Wade

Create exponential growth and profit for years to come – all while having more free time to focus on what matters most. 

In This Episode

We get to chat with the ingenious mind behind EpochOS, Evan Wade, as he addresses the quintessential pain points experienced by mortgage brokers and unveils his innovative solutions through technology.

Delving into the intricacies of launching a software company born from real-world challenges, Evan candidly explores the pains that often plague broker owners— from intricate payroll and commission management to the time-consuming labyrinth of data entry. We also discuss data analytics, where Evan shares that steering the ship of your business requires robust insights, which can only be derived from astute data comprehension.

Evan’s vision doesn’t stop at addressing current industry concerns: it transcends into the realm of AI integration. We talk about Microsoft Power BI, a tool that can help empower mortgage broker owners to seamlessly configure data from diverse sources, thereby enabling AI to provide insights tailored to their specific queries.

A path from the demanding role of a mortgage originator to a visionary software entrepreneur: Evan’s journey is a narrative of innovation, problem-solving, and empowerment. Tune in as we dive more into mortgage, technology, and deep-seated, practical life advice for start-ups or seasoned mortgage originators and business owners alike.

Discover Stories and Strategies in this Episode:

  • Transitioning from mortgage originator to software entrepreneur
  • Pain points of mortgage business owners
  • Technology vs High-Quality Client Service
  • The mortgage industry’s unhealthy obsession with the sales force
  • Data analytics for mortgage business
  • AI integration on mortgage businesses with Microsoft Power BI
  • Scaling EpochOS: Gaining vs. keeping the status quo
  • Do consumers trust technology?
  • Take everything as a learning experience
  • On independence in the mortgage industry

Resources Mentioned:

MBS Live –

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear –

The Guest

Evan Wade is a visionary force in the mortgage industry, seamlessly bridging his originator roots with innovative technology solutions. As the founder of EpochOS, the all-in-one business management tool for mortgage brokers, he brings automation and efficiency to their accounting, finance, commission calculation, and more. He’s also the co-founder and partner of Philadelphia Mortgage Brokers; he champions the wholesale channel and is committed to promoting homeownership for Veterans, a testament to his dedication to social impact. 




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About the Show

For the Mortgage Pro that seeks to become better every day, this show is for you.

We connect with top Loan Originators, Branch Managers, Broker Owners, and various experts to arm you with the strategies and tactics to grow your loan volume.

We get down to business in this show, but you’ll find a lot of laughter with it too. Life’s short, so we have fun.

About the Host

Preston Schmidli is an accomplished serial entrepreneur, sales coach, author, and co-founder of Good Vibe Squad, an award-winning marketing agency for mortgage professionals.

Next Episode

LS EP15: How Credit Restoration for Mortgage Works: Expert Advice with Sam Parker


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Learn real-world examples and insights to elevate your game in the industry. With a lineup of top mortgage professionals, marketing and sales professionals, this show is a treasure trove of knowledge and inspiration.

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