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.