Broker Daily Podcast Network

Gone are the days when clients were satisfied with an annual check-in or a Christmas card. Today’s borrowers expect real-time updates, constant digital engagement, and personalised interactions. This episode of Business Accelerator with Alex Whitlock and Jason Back explored the constant flux of consumer needs and how important it is for brokers to be aware of a shifting market. Brokers must move beyond transactional relationships and focus on ongoing engagement, whether through monthly market updates, milestone celebrations, or interactive tools. The one-size-fits-all approach no longer works. Successful brokers now segment their audience, develop deep expertise in specific areas, and create hyper-personalised content.

Brokers and aggregators who take advantage of data are better equipped to engage new clients, retain their services, and predict property changes. Brokers who can win trust by educating on the insights that matter stand to provide a more comprehensive service for borrowers. This was the topic of discussion in this latest episode of Broker Daily Spotlight. Here, PropTrack’s head of product mortgage solutions, Cam Taylor, described how it is helping aggregator groups leverage unique data to equip their brokers with digitally native tools that then predict, engage, nurture, and close more deals. Taylor drove home the importance of leveraging data to better service clients as their needs and decision- making process evolve. Brokers who understand market trends as well as movement within their own portfolio are better placed to elevate their role and grow their back book. PropTrack is making some exciting moves in this space through the use of predictive modelling and listings alerts. This allows for a tailored and unique customer experience that provides insight before it even occurs, and helps your brokers be proactive about retaining their clients and growing their portfolio.

At its core, compliance isn’t just about ticking boxes. It’s about protecting your business, your clients, and your reputation. This was the topic of discussion in this episode of Finance Specialist. Host Jack Campbell and co-host Trent Carter delved into the world of risk management. Risk and compliance are ever-changing, especially in the modern market where rises in technology and shifting regulation are keeping brokers on their toes. Remaining ahead of the curve can be a competitive advantage and save time and headaches when things inevitably go wrong.

Labor has come away with the win after a landslide victory over the Coalition in the weekend’s federal election. Now, the Albanese government will need to make good on the promises made in the election build-up. This was discussed by the team in the latest episode of Broker Daily Uncut. Here, the hosts outlined the policies impacting housing. Also touched on were the recent conversations around switching aggregators. The process is filled with challenges and can result in stunting the growth of brokers.

The mortgage broking industry has come a long way since its early days in the 1990s, when brokers relied on paper files, hand scanners, and in-person meetings. In this latest episode of Business Accelerator, Alex Whitlock and Jason Back explore how broking has evolved and where it’s headed next. Brokers once spent hours collecting physical documents and driving to client meetings. Today, digital tools enable instant approvals, e-signatures, and virtual consultations. Yet, despite these advances, the core value of brokers remains unchanged. Modern borrowers expect quick updates, personalisation, and seamless communication. Younger clients prefer texting and apps, while older generations may still value phone calls. Brokers must adapt their engagement strategies to meet these preferences.

Seasonal trends are likely to have an impact on the operations of SMEs. For finance brokers, this is something to remain aware of. In this latest episode of Finance Specialist with Jack Campbell and Trent Carter, the duo discuss the latest impacts on small business and what it means for borrowers. With an election right around the corner, interest rate cuts expected, a busy period full of pubic holidays, and global uncertainties, it can be a volatile time for SMEs. Effective brokers help clients manage the highs and the lows through effective guidance and service.

It’s officially election week with voters taking to the polls on 3 May. The industry will surely be preparing for election promises to be enacted depending on the outcome. This was one of the topics covered in this episode of Broker Daily Uncut. Host Jack Campbell was joined by co-hosts Alex Whitlock and Phillip Tarrant to give some speculation into the outcome of the election. Also touched on was BOQ and the future of the broker channel. With home loans from brokers on pause since August 2024, the future is uncertain and some believe an exit is likely, while others disagree.

In this latest episode of Business Accelerator, host Alex Whitlock is joined by Broker Essentials’ Jason Back to delve into the current market influencers that are impacting how a broker operates. An election, high interest rates, uncertain economy, and a volatile market are all having an impact on the day-to-day for brokers. Successful brokers must learn to keep development strong despite a challenging environment. Success comes from hard work, deep client relationships, and resilience – not quick wins.

With recent results from the Bank of Queensland (BOQ) showing an increased focus on the proprietary channel and no updates for its broker channel pause from August 2024, signs point to an exit from third- party. In this latest episode of Broker Daily Uncut, host Jack Campbell unpacks the announcement with co-hosts Alex Whitlock and Phillip Tarrant. The future of brokers and BOQ is vague and unconvincing. Brokers are understandably concerned and many are just asking for some transparency.

In this latest episode of Business Accelerator, host Alex Whitlock and co-host Jason Back unpack the volatile state of the economy and how it can impact how brokers operate. Geopolitics, an upcoming election, and interest rate drama have culminated in a cocktail of uncertainty, making it a stressful time for brokers. These factors have the potential to impact loan books. Brokers must prepare for some shifts in client attitudes and prepare for the risks that can emerge.

Brokers have countless avenues available to them when building a career. Whether solo, at a brokerage, or running a business, there are a variety of business models that have unique benefits and disadvantages. Further to the business model, there are plenty of lending options available. This was the topic of discussion in this latest episode of Finance Specialist. Host Jack Campbell was joined by Accendo Financial’s Trent Carter to discuss how to settle on a business model. There is no right or wrong answer, as the individual should determine what works best for them. However, strategy must be implemented and half-heartedness removed if a broker is to build a successful brand.

Each party is continuing attempts to win over voters in the lead-up to the election with housing-related policies. In this latest episode of Broker Daily Uncut, host Jack Campbell was joined by co-hosts Phillip Tarrant and Alex Whitlock to chat through the latest announcement from the Labor and Coalition governments. Busy times on the horizon for brokers as we approach the federal election and the long-awaited RBA cash rate meeting in May. Each of these events is likely to impact how brokers work.

In this latest episode of Business Accelerator, host Alex Whitlock and co-host Jason Back outline the strategy needed to be an effective broker. The modern market shifts constantly and brokers must be adaptive and vigilant of these changes. Tech is having a major impact across all industries and broking is no exception. AI and automation are changing how tasks are performed and brokers must harness the potential to remain competitive. The pair also discussed excelling as a business owner. This starts with mapping out a growth plan, seeking mentorship, and prioritising foundational strengths.

The pandemic forced many industries to adopt remote and hybrid work structures. Now off the back of COVID-19, some brokers are choosing to remain virtual. Accendo Finance's Trent Carter discussed these themes in this latest episode of Finance Specialist. His business has gone fully remote, the benefits of which are massive overhead cost savings. Despite this, Carter said there still needs to be connection. While some clients are fine to engage over video call, others can benefit from face-to-face time. This can come in the form of visiting their business or home. This practice of showing up to where they live or work can also give a broker insight into how they operate, strengthening the ability to service them.

In a special episode of Broker Daily Uncut, recorded from the floor at the Better Business Summit in Sydney, two top- performing brokers discuss what’s influencing the industry, for better or worse. First though, Cloudstaff’s director of property service APAC, Paul Findlay, and Broker Daily’s partnerships manager Lizzie Whitlock discussed the happenings of the event. With hundreds of brokers packing the summit and sharing insights with the team, the pair were excited to see such a thriving and friendly industry come together. The second part of the podcast brought together Dr Lisa Bridgett, director and principal broker at Stellar Finance Group, and Candice Joseph, director and principal broker at Entourage. These top performers discussed the opportunities and challenges facing the industry in 2025, with both agreeing tech will help pull brokers through tough times, especially amid an ever-changing regulatory environment.

Some brokers aim to build large-scale businesses, with $100 million-plus loan books, while others prefer a smaller, client-focused practice with better work/life balance. Neither of these paths is more successful than the other. It all depends on the individual's goals. This was the topic of discussion in the latest episode of Business Accelerator, where host Alex Whitlock was joined by Jason Back. The pair delved into the measurements of success. Financial, lifestyle, or entrepreneurial ambition all play a factor in determining success. What is important to one broker may not work for another. Brokers must set measured, personal goals. Whether running a solo operation, operating a brokerage, or joining a larger organisation, each has distinct advantages and disadvantages.

Brokers servicing SME clients can benefit from having an understanding of risks and value drivers. This was the topic of discussion in this latest episode of Finance Specialist. Here, host Jack Campbell was joined by Trent Carter and John Sgambelluri from Accendo Financial to unpack some actionable tips for navigating business valuation. Sgambelluri outlined how target multiples and diversification can help in performing effective evaluation of companies. Developing a strong understanding of what makes the business tick can help brokers provide a more beneficial service and keep clients informed and engaged.

In this episode of Broker Daily Uncut, host Phillip Tarrant is joined by CBA’s general manager of third-party, Baber Zaka, to discuss the how the major is overcoming perceptions and reinforcing a strong commitment to the broker channel. The conversation delved into an admitted lack of transparency with brokers. Zaka understands the broker proposition is a crucial component of the loan market and CBA is continuing to invest effort into the channel. CBA wants to be dominant in proprietary, digital, and broker originated loans. Zaka said that while the investment in these other channels will continue, so too will the broker proposition. Now, the major is working to rebuild trust and transparency with brokers. Through visibility and engagement, Zaka said there is a big push to connect with its broker partners.

Depending on the business model a broker works under, profitability can vary dramatically. Solo practitioners, boutique brokerages, and large firms all face unique challenges. In this latest episode of Business Accelerator, Alex Whitlock and Jason Back outline how to navigate profitability, no matter which model applies. Transitioning from a solo broker to a business owner involves higher stress, overheads, and hiring costs. Scaling requires lead generation and shifting from “doing” to strategic leadership.

With anticipation ramping up for the upcoming federal election, many are keeping a keen eye on the policies and promises given, particularly regarding the nation’s SMEs. In this latest episode of Finance Specialist, hosts Jack Campbell and Accendo’s Trent Carter discussed the range of government policies, such as Labor’s new national small business strategy, and how they will affect Australia’'s small businesses. Additionally, Campbell and Carter unpack economic uncertainty around international tariffs, along with some advice for brokers to help them navigate the ever-changing economic landscape.