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.

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 feedback. The industry thrives on trust and relationships, which Quickli prioritises.

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, rather than speculation.

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.

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 will help finance professionals thrive in the tech-powered future of lending.

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 comes with change.

Open banking is set to transform mortgage lending by improving speed, accuracy, and security. Brokers, lenders, and consumers all stand to benefit.

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.

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.