Published by Momentum Media
The Broker Daily Podcast Network provides insights and analysis of the biggest themes shaping Australian mortgage distribution. In Broker Daily Uncut join Phil Tarrant and Alex Whitlock each Monday afternoon as they delve into the headlines and developments affecting mortgage distribution and mortgage broking.
Listen on Apple Podcasts29 min
Residential lending may be showing signs of slowing, but does that mean brokers should be worried? Or is it the perfect time to start looking beyond the home loan? Join Broker Daily's Liam Garman and Accendo's Trent Carter as they unpack what a changing property market could mean for brokers, why diversification is becoming more important than ever, and how commercial lending can help build a more resilient business through every stage of the market cycle. The pair also discuss why your existing client database could be your biggest growth opportunity, how to build stronger relationships with self-employed clients, the common mistakes brokers make with their CRM, and the practical first steps to building confidence in commercial lending.
31 min
A great client experience doesn't begin with a loan application or end at settlement. It starts long before the first conversation and continues well after the keys have been handed over. Join Broker Daily's Julian Barnes and Broker Essentials founder and broker coach Jason Back as they explore how brokers can build client journeys that create lasting relationships, stronger referrals and long-term business growth. From making the right first impression and reducing friction throughout the lending process to delivering memorable moments that clients genuinely talk about, the pair unpack the practical strategies that separate good brokers from great ones. They also discuss how AI is changing borrower expectations, why communication is the foundation of a high-performing client journey, and how brokers can position themselves as trusted advisers long after settlement.
24 min
What does innovation look like inside a modern brokerage? As technology reshapes the industry and AI becomes an increasingly common part of a broker's toolkit, many are finding that the biggest opportunity isn't replacing the human touch – it's making more time for it. In this special Broker Innovation Summit edition of Broker Daily Spotlight, senior journalist Julian Barnes goes behind the scenes at the event, held in partnership with principal partner NextGen, to hear directly from brokers about how they're adapting to a rapidly changing industry. From AI-powered workflows and streamlined client experiences to building stronger relationships, growing specialist lending businesses and finding time to focus on what matters most, the conversations reveal how brokers are embracing innovation while keeping clients firmly at the centre of everything they do.
27 min
Help to Buy has expanded again with another lender joining the scheme, but are limited lender participation and broker access holding it back? Join Broker Daily's Julian Barnes and Finni brokers Eva Loisance and Costa Arvanitopoulos as they unpack why the shared equity scheme has struggled to gain broader traction, discuss whether borrower concerns are preventing greater uptake, and explore what needs to change for Help to Buy to reach its full potential. The team also discusses the latest investor lending trends following the federal budget, whether more investors are turning to new builds, fresh scrutiny over the data underpinning the SMSF borrowing reforms, and what recent refinancing policy changes could mean for SMSF borrowers and brokers.
31 min
What if your trail book wasn't just a source of recurring income, but the key to levelling up your brokerage? Joseph Daoud sits down with Broker Capital founder Simon Lewis to unpack why trail could be the key to scaling a brokerage – whether that's funding growth, acquiring another business, or simply making smarter decisions about the one you've already built. The pair also dive into broker consolidation, what separates a good trail book from a bad one, and why the brokers who treat their business like a business – not just a pipeline of loans – will be the ones best placed to grow.
36 min
Open banking is often talked about as the next big technological shift in broking. But is the industry overlooking its biggest benefit Join Broker Daily's Julian Barnes with Broker Essentials founder Jason Back as they unpack why open banking is about far more than faster document collection, exploring how it could free brokers from administrative tasks, strengthen client relationships, and reshape the role of the modern adviser. The pair also discuss the expansion of the Consumer Data Right to non-bank lenders, how open banking could help combat fraud, where AI fits into the picture, and why brokers who embrace the technology early may be best placed to stay ahead.
20 min
What will define the next generation of lending? It's a question lenders across the industry are grappling with as technology evolves, borrower expectations shift, and brokers look for new ways to deliver for their clients. In today's special Broker Innovation Summit edition of Broker Daily Spotlight, senior journalist Julian Barnes goes behind the scenes at the event, held in partnership with principal partner NextGen, to speak with lenders about the trends, innovations, and opportunities shaping the future of the industry. From AI and digital lending platforms to speed to decision, broker support, and the growing opportunities in commercial and SME lending, the conversations reveal how lenders are adapting to a market that's becoming simultaneously more competitive and more complex.
32 min
ING's decision to ease its clawback policy has reignited debate over whether the current model is still fit for purpose. So, is it time to rethink clawbacks? Join Broker Daily's Julian Barnes, with Finni brokers Eva Loisance and Costa Arvanitopoulos, as they unpack the implications of ING's policy changes, discuss the growing calls for clawback reform, and explore what the latest developments could mean for brokers, lenders, and borrowers. The team also discusses falling mortgage demand, softer auction clearance rates, the latest lender policy changes from AMP, Westpac, and ANZ, and what recent market data reveals about investor and first home buyer activity.
26 min
Change is inevitable, but how brokers respond to it can make all the difference. Whether it's policy shifts, economic uncertainty, or the rapid pace of technological innovation, the businesses that succeed are often those that can adapt quickly and effectively. Join Broker Daily's Julian Barnes and Broker Essentials founder Jason Back as they explore how brokers can move beyond simply reacting to change and instead build businesses that are ready for whatever comes next. From turning disruption into opportunity and staying curious to creating space for strategic thinking, they unpack the habits and mindset that help businesses remain resilient in uncertain times. They also discuss why listening to clients, leaning on your professional network, and focusing on what you can control could be some of the most effective ways to stay ahead, proving that while no one can predict the future, every broker can prepare for it.
38 min
What does the future of broking look like? According to the fintechs building the next generation of broker technology, it's faster, smarter, and increasingly focused on giving brokers more time to do what they do best. In today's episode of Broker Daily Spotlight, senior journalist Julian Barnes heads behind the scenes at the Broker Innovation Summit, held in partnership with principal partner NextGen, to sit down with some of the industry's leading fintechs and technology providers, exploring the challenges they're solving and the innovations they're bringing to market. From AI, open banking, and fraud prevention to client onboarding, lender policy, and customer retention, the summit's partners unpack how technology is shaping the future of broking and why the next wave of innovation is about far more than technology alone.
31 min
Open banking has been talked about for years, but as Consumer Data Right expands into the non-bank lending sector, what will it actually mean for brokers and their clients? Join Broker Daily's Julian Barnes alongside Finni brokers Eva Loisance and Costa Arvanitopoulos as they unpack the next phase of open banking, exploring how instant access to financial data could reduce paperwork, speed up applications, and reshape the way brokers gather and verify client information. The Broker Daily Uncut team also dives into the latest movements in the property market, from improving auction clearance rates and shifting mortgage pricing to rising rents, before discussing the continuing SMSF rush and why banks appear to be ramping up their efforts to retain borrowers in an increasingly competitive lending market.
45 min
The federal budget has shaken up the lending landscape, but could the changes also push brokers to look beyond their traditional patch and find new opportunities? In the first episode of The Broker Show, mortgage broker and Its Simple Finance founder Joseph Daoud sits down with LoanOptions.ai founder Julian Fayad to unpack the fallout from the budget, where brokers could find their next phase of growth, and the opportunities emerging across asset finance, commercial, and SMSF lending. From finding the right partners and building new revenue streams to embracing technology and carving out a niche, the pair explore why diversifying does not have to mean doing everything yourself – and why now could be the time to start broking outside the box.
26 min
Broker technology is moving faster than ever, but as the industry shifts from experimenting with new tools to putting them into practice, how can brokers build a tech stack that actually supports their business? Join Broker Daily's Julian Barnes and broker coach Jason Back as they unpack the next phase of broker technology, from getting more out of your CRM and cleaning up client data to APIs, integrations, and the increasingly connected systems shaping the industry. With new solutions emerging at pace, the pair explore how brokers can identify the right technology for their business, turn innovation into action, and build a digital backbone capable of evolving alongside their brokerage.
30 min
With the clock ticking on residential SMSF lending, FOMO is taking hold, with Finni reporting record inquiry levels as borrowers scramble to beat the incoming ban. Join Broker Daily's Julian Barnes and Finni brokers Eva Loisance and Costa Arvanitopoulos as they unpack the last-minute SMSF rush, the risks facing borrowers starting from scratch, and why a single delay could now derail an entire transaction. The trio also explores how post-budget uncertainty is reshaping investor strategies, why owner-occupier suburbs are outperforming investor-heavy areas, and whether the expanded Help to Buy scheme is opening the door to home ownership or creating a new set of risks.
30 min
Residential SMSF lending may be on the way out, but could the government's crackdown open the door to a new commercial property opportunity? Join Liam Garman and Accendo Financial founder Trent Carter as they unpack what the LRBA changes could mean for business owners, including the potential to buy commercial premises through an SMSF and redirect rent that may otherwise be paid to a landlord into building a retirement asset. From understanding SMSF structures and lender requirements to knowing where a broker's role ends, and specialist advice begins, the pair explore what brokers need to know before stepping into a complex but potentially growing area of commercial finance.
32 min
Ever had a full day stretching out in front of you, only to watch it disappear in a blur of emails, phone calls, and firefighting? If so, the problem may not be your workload – it may be how you're managing your time. Join Broker Daily's Julian Barnes and broker coach Jason Back as they unpack the strategy behind effective time management; exploring why the busiest brokers aren't always the most successful; and how intentional planning, prioritisation, and time blocking can help you regain control of your calendar. From protecting high-value work and eliminating distractions to building habits that drive long-term growth, this episode explores why taking ownership of your schedule isn't just about getting more done – it's about creating more value for your business.
33 min
The government's decision to ban new SMSF borrowing for residential property has reshaped the lending landscape almost overnight. So what happens now? Join Broker Daily's Julian Barnes, with Finni brokers Eva Loisance and Costa Arvanitopoulos as they unpack the implications of the reforms, from the race to settle existing deals before the transition deadline to the industry's response and what the changes could mean for brokers, lenders, and property investors. The team also discusses the latest developments in AI, lender policy updates, and the growing push for a co-ordinated response to economic crime, breaking down the biggest stories shaping the broking industry.
16 min
Could one conversation transform the way your SME clients manage their business? Liam Garman and Trent Carter unpack why cash flow is emerging as one of the biggest challenges facing SMEs, from the impact of Payday Super to the warning signs brokers should be spotting before problems arise. The pair also explore how working capital solutions – including trade finance, debtor finance, and overdrafts – can help businesses stay ahead, and why asking better questions could uncover opportunities long before clients ask for finance.
31 min
For many brokers, EOFY is synonymous with tax planning and paperwork. But it can also provide the perfect opportunity to reconnect with clients, reflect on business performance, and lay the foundations for the year ahead. That was the focus of this week's Business Accelerator, where Broker Essentials founder Jason Back joined Broker Daily's Julian Barnes to unpack how brokers can use EOFY as a catalyst for stronger client relationships and smarter business planning, rather than simply another compliance milestone. The pair explore why meaningful client conversations often begin with a simple check-in, how brokers can review what's working (and what isn't) within their own businesses, and why the lessons learned over the past 12 months can shape success over the next 12. Whether it's strengthening referral relationships, refining business processes, or reconnecting with existing clients, this episode examines how brokers can make EOFY more than just a date on the calendar.
39 min
As brokers face growing compliance requirements, rising client expectations, and increasing pressure to diversify, the technology underpinning their businesses has never been more important. This week's Broker Daily Spotlight explores how Lend's do-it-all platform has the capacity to be the engine room of the modern brokerage. Julian Barnes is joined by Lend's head of broker and third-party distribution, Andrew Beckett, to discuss the evolution of broker technology and why the right CRM is becoming central to growth, efficiency, and diversification. The conversation explores how Lend's platform is helping brokers streamline workflows, gain market share, improve lender matching, and create new conversations with clients. Tune in to hear more about: Why the broker CRM is evolving into an all-in-one business platform. What brokers need from their technology stack to support future growth. How Lend is building a platform designed to support brokers across multiple lending verticals. The discussion centres around how brokers can build more scalable businesses and why the next evolution of broking may start with the systems that power it.