Customers can distinguish between genuine human interactions and automated responses. Authenticity matters. Without trust, they will seek alternatives. This was the topic of discussion in this week’s episode of Business Accelerator. Trust is especially critical in financial advice, where clients rely on brokers to act in their best interests. AI, automation, and digital interactions can erode trust if overused in sensitive areas. Don’t forsake intimacy for efficiency.
Jul 17, 2025•25 min
With around 12,500 brokers using the Quickli platform and just over 22,000 brokers in market, the dominant force in the lending space isn’t content with these numbers as it continues to grow and innovate. Joining Broker Daily Spotlight, Quickli’s chief of staff Kelly Eldridge said the company is continuing to push innovation across all facets of the company to help support a thriving industry. This immense growth in just a few years comes down to product quality, customer support, and broker fee...
Jul 16, 2025•25 min
In this episode of Finance Specialist, Trent Carter and Jack Campbell discuss the importance of prudent financial planning in an uncertain economic climate, balancing optimism with preparedness. Carter reinforced why you should never count your chickens before they hatch. Brokers should avoid guaranteeing rate movements and instead prepare clients for multiple scenarios. While many were caught off guard by the decision, it’s important for brokers to help clients focus on controllable factors, ra...
Jul 15, 2025•15 min
The landscape of the modern borrower is extremely diverse. With so many niche areas of operation, there is the potential for a shake-up in broker pay structures. In this episode of Broker Daily Uncut, Alex Whitlock examines the current broker pay models and highlights how the growing need for specialised lending could result in brokers charging borrowers a fee. This is unlikely to affect the traditional home buyer segment of borrower, but for the more complex market, could become the norm....
Jul 14, 2025•20 min
The role of a broker extends far beyond simply being a loan facilitator. Brokers are a trusted adviser that is sought due to expertise and the customer experience they can provide. This was the topic in this week’s episode of Business Accelerator. Alex Whitlock and Jason Back dive into the future of broking. While digitisation is likely to shift the industry, the core value proposition will remain. Brokers should leverage this. Developing connections and building relationships and nurturing them...
Jul 10, 2025•18 min
Consumer Data Right (CDR)-powered open banking is the next frontier for broker efficiency. The industry is amid a period of change management, but low awareness is stalling progress. In this episode of Broker Daily Spotlight, NextGen’s chief customer officer Tony Carn discussed the recent acceleration of open banking and how brokers must embrace these new ways of working. NextGen recently unveiled its Frollo for Brokers platform to help drive adoption rates and mitigate some of the anxiety that ...
Jul 09, 2025•25 min
As we enter the financial year 2026, brokers should take the time to review past performance, reset, and prepare for the coming financial year. In this episode of Finance Specialist, Trent Carter reflected on his own experiences, noting proper client expectations helped manage the workload. The focus of early FY26 will depend on the individual’s circumstances. New brokers should focus on client acquisition, while established brokers may prioritise nurturing existing clients and referrals....
Jul 08, 2025•17 min
The modern mortgage market has made way for hyper-vigilance from borrowers who keep tabs on rate movements more than ever before. Brokers must therefore remain alert themselves and play a key role in keeping borrowers informed. With the RBA passing down the fourth rate cut of 2025 tomorrow (8 July) and experts predicting the third cut of the year, these themes are as important as ever.
Jul 07, 2025•19 min
Mortgage brokers often struggle with declining business, but saying no to unsuitable clients can save time, improve efficiency, and lead to better outcomes for both the broker and the client. This was the key theme in this week’s episode of Business Accelerator. Here, host Alex Whitlock and co-host Jason Back discussed the importance of avoiding the people-pleaser trap. Not all loans are equal in effort versus reward. A small, complex loan can take as much time as a large, straightforward one, s...
Jul 03, 2025•26 min
Following the hugely successful Broker Innovation Summit, the industry’s top innovators joined the Spotlight podcast to give some candid reactions and updates on their respective companies. Hear from NextGen, Cynario, Mortgage Choice, Quickli, Loan Garage, LoanOptions.ai, and CoreLogic.
Jul 02, 2025•27 min
Disruption is often seen as an ugly word. It shouldn’t though, as it is making way for exciting change, especially in lending. In this episode of Finance Specialist, host Jack Campbell and co-host Trent Carter discuss the innovations that are impacting the industry and shifting processes. Flipping the script on disruption and embracing it can help mitigate some of the challenges that come with change.
Jul 01, 2025•20 min
The recent ordering of two US mortgage lenders to factor crypto wealth into serviceability has some speculating on the future of lending in Australia. A history of slow-to-act regulators is likely to keep this trend out of Australia. This was the topic of discussion in this week’s episode of Broker Daily Uncut. Host Jack Campbell was joined by co-hosts Phil Tarrant and Alex Whitlock to unpack the future of crypto in Australia. The disinterest domestically fails to cater to the diverse circumstan...
Jun 30, 2025•24 min
The success of the inaugural Broker Innovation Summit was captured in a live recording from the crew. The theme of the day was get comfortable with being uncomfortable. With innovation in the industry at its peak, those who are proactively learning will be better equipped to meet the challenges of a shifting industry. Disruption is at record high. However, this should not be seen as an ugly word. Disruption can be positive so long as you have the skills to manage it.
Jun 27, 2025•11 min
As the financial year comes to a close, business owners will be preparing for the year ahead. It’s prime time to reflect, review, reset, and prepare. In this week’s episode of Business Accelerator, host Alex Whitlock and co-host Jason Back urge business leaders to reflect on performance, prioritise personal wellbeing, and set future goals. This podcast emphasises proactive planning and self-care to thrive in a high-pressure industry.
Jun 26, 2025•26 min
Discussions around the servicing of SME clients often revolve around helping them with business loan needs. But what about when that client needs a home loan? This was the topic of discussion in this week’s episode of Finance Specialist. Self-employed business owners can be tricky customers. A lack of documentation and irregular income can make for a challenge when securing a loan. Accendo’s Trent Carter emphasised the avoidance of “lazy broking”. Don’t jump at the easy solution as it may not be...
Jun 24, 2025•17 min
The broking industry is at a pivotal moment, with innovation, regulation, and market dynamics shaping its future. This was the topic of discussion in this latest episode of Broker Daily Uncut, with host Jack Campbell and co-hosts Phil Tarrant and Alex Whitlock. Brokers must navigate a quickly shifting industry as scrutiny remains high, innovation continues to expand, and market share increases.
Jun 23, 2025•14 min
In this latest episode of Business Accelerator, host Phil Tarrant and co-host Jason Back highlight that innovation goes further than tech. The broker of the future isn’t just a loan processor – they’re a financial architect, guiding clients through wealth creation, debt reduction, and multi-generational planning. Innovation doesn’t always require massive disruption. Sometimes, it’s about refining small processes.
Jun 19, 2025•31 min
In a special episode of Finance Specialist, the usual crew is joined by FBAA’s national commercial and asset manager, Steve Ragany. The discussion covers plenty of areas, but most importantly, the power of continuous education. The finance broking industry is dynamic, requiring ongoing development and diversification. Brokers who embrace change, leverage technology, and prioritise client relationships will thrive.
Jun 17, 2025•24 min
As the market switches from digital prime to AI prime, brokers are faced with a challenge. In this special episode of Broker Daily Uncut, data and AI executive Silvio Giorgio and CEO and managing director of Borg Financial, MyVirtualBroker, and Raine&Horne Shoreline, Christopher Borg, discuss AI and its impact on modern lending. AI will replace jobs, but remaining on the front foot and leveraging this tech to drive momentum will separate the industry. While the need for human connection will...
Jun 16, 2025•25 min
In this latest episode of Business Accelerator, host Phil Tarrant and co-host Jason Back discuss the often-complex industry that is broking, giving a bird’s eye overview of the opportunities and challenges. For brokers looking to grow their businesses, Back emphasises the importance of operational excellence and the need to balance personal exertion with sustainable practices. He also discusses the role of consultants in helping brokers navigate these challenges, providing accountability and sup...
Jun 12, 2025•44 min
In the latest episode of the Finance Specialist podcast, hosts Jack Campbell and Trent Carter delve into the pressing issues facing SMEs in Australia, particularly focusing on cash flow challenges. The discussion is both timely and crucial, as recent data highlighted the financial struggles many Australian SMEs are currently enduring. The role of commercial finance brokers in these tough times is critical. With the end of the financial year approaching, it is an opportune time for brokers to eng...
Jun 11, 2025•24 min
ASIC, as of today (10 June), will regulate BNPL like any other credit product. This is big news for brokers and borrowers as these services could affect borrowing capacity. The Broker Daily team unpacks the reforms in this week’s episode of Broker Daily Uncut. Financial responsibility is a key theme of the episode. Co-host Phillip Tarrant urges parents to teach their kids to be financial fluent as schools often disregard these important life lessons.
Jun 10, 2025•25 min
Not all great mortgage brokers are natural leaders, but the good news? Leadership can be learned. This was the topic of discussion in this latest episode of Business Accelerator with Jason Back and Alex Whitlock. Here, the pair relay the key skills needed to be an effective leader. Great leadership isn’t just about being in charge – it’s about creating an environment where your team thrives, clients trust you, and your business scales.
Jun 05, 2025•25 min
Tech is imperative for the modern business. But where do you begin? This was the topic of discussion in this latest episode of Finance Specialist. Figuring out what problem you’re trying to solve is an important first step. Having a game plan will help make the transition as effective and stress-free as possible. It can help to lean on those in the industry who may be more accustomed to using the latest tech. Seeking support and a second opinion is never a bad idea.
Jun 03, 2025•17 min
In this week’s episode of Broker Daily Uncut, host Jack Campbell and co-host Phillip Tarrant discuss the record-breaking figures to come from the MFAA, penning mortgage broker market share at 76.8 per cent. With recent headlines questioning the value of brokers, this timely data reinforces just how crucial the third-party channel is. Borrowers continue to favour brokers due to the unrivalled expertise they provide. With market share steadily increasing each quarter, it may not be long before it ...
Jun 02, 2025•26 min
Historically, brokers scaled by hiring more staff, but AI and automation now allow smaller teams to handle higher volumes efficiently. This was the topic of discussion in the latest episode of Business Accelerator. Here, hosts Alex Whitlock and Jason Back unpack how to effectively leverage AI and tech to scale and grow a brokerage. However, tech efficiency must be balanced with human connection. Relationships should remain the ultimate consideration.
May 29, 2025•26 min
In this latest episode of Broker Daily’s Finance Specialist, host Jack Campbell and co-host Trent Carter are joined by Interim Finance BDM Isaiah Tait. The team unpacks leftover broker questions from the recent Commercial Finance Masterclass. From tips on how to get accredited with a lender to best practice for entering the commercial finance side of broking, Tait and Carter give some expert analysis and advice.
May 27, 2025•21 min
Following the Reserve Bank’s long-awaited and highly anticipated cash rate drop, lenders have begun implementing interest rate cuts. Despite this, the effects of this cut aren’t likely to be felt for some time, as discussed by Jack Campbell and Alex Whitlock in the latest episode of Broker Daily Uncut. The pair delve into the effects of an interest rate cut on the property market. With recent reports of one in three homes worth upwards of $1 million, it’s going to take more than one or two cash ...
May 26, 2025•18 min
The importance of customer service and the power it has to capture and retain clients was the topic of discussion in this week’s episode of Business Accelerator. Clients today expect instant engagement. Responding within five minutes of an inquiry significantly boosts conversion. Further to that, communication must be upheld. The biggest client grievance isn’t about rates or fees – it’s lack of communication. In a digital age where automation risks making service feel impersonal, brokers who pri...
May 22, 2025•25 min
End of financial year (EOFY) is fast approaching. For brokers, this means clients may be looking to the year ahead, planning budgets. In this latest episode of Finance Specialist, co-host Trent Carter outlined how important it is to be prepared for this busy period. It pays to be proactive by engaging with clients prior to the start of the financial year. This will ensure a stronger service and less chance of being overwhelmed.
May 20, 2025•20 min
