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.