Sign in

Business
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.
Total 430 episodes
1
23
...
89
Go to
With boomers retiring, should we expect cash purchases to spike?

With boomers retiring, should we expect cash purchases to spike?

In this episode of Broker Daily Uncut, hosts Jack Campbell, Alex Whitlock, and Phil Tarrant analyse the purchasing of property with cash, which now makes up 26.5 per cent of the total. With Baby Boomers set to hit peak retirement over the next couple of years, this figure may climb as the older generations look to downsize. Meanwhile, ANZ took the top spot as most popular lender for commercial brokers. Each of the majors performed well, with La Trobe Financial creeping its way into fourth spot as the only non-bank lender to make the top five. The team also discussed the upcoming Commercial Finance Awards, taking place this Thursday. The lunchtime event will be a celebration of leading brokers, BDMs, and businesses in the commercial and asset finance space.
19:5325/11/2024
Business Accelerator: ‘Growth for growth’s sake is not the right way’

Business Accelerator: ‘Growth for growth’s sake is not the right way’

Growing and developing your brokerage shouldn’t be done on a whim. Careful and calculated planning is key to success. These themes were discussed in this episode of Business Accelerator with Alex Whitlock and Jason Back. Spurring growth isn’t cheap and leaders should be aware of the potential damage that can be done if not handled correctly. For example, Back said that human capital is a major expense. This is where outsourcing and offshoring can be beneficial. Leveraging tech can also be an effective way to scale growth. Utilising systems to streamline processes allows leaders to focus on the important and more forward-facing tasks of business development. Tune in to find this out and much more!
21:0121/11/2024
Spotlight: Firstmac on why non-banks are crucial for supporting the broker channel

Spotlight: Firstmac on why non-banks are crucial for supporting the broker channel

In this episode of Broker Daily Spotlight, Jack Campbell chats shop with Firstmac’s chief financial officer, James Austin. Here, they delve into just how important non-banks are for the broking industry and some of the benefits of dealing with these lenders. Tune in to find out: What Firstmac has learned entering the commercial SMSF market. Why Australia is a hotspot for RMBS. Broker diversification. And much more!
15:4119/11/2024
Housing policy expected to be key come election time

Housing policy expected to be key come election time

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the upcoming election and how housing policy is likely to be a key influencer of both government policy and voter decision. Tune in to find out: The role of the broker in reducing borrower anxiety. Rural bank branches protection. The broker/journalist relationship. And much more!
21:0218/11/2024
Business Accelerator: Resourcing is key for going from solo to scale

Business Accelerator: Resourcing is key for going from solo to scale

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back discuss the path to becoming a successful brokerage, saying that leaders need to be able to resource effectively. Tune in to find out: Setting growth milestones. Becoming an employer. How to scale. And much more!
25:3014/11/2024
Why Melbourne should be on every property investor’s radar

Why Melbourne should be on every property investor’s radar

In this episode of Broker Daily Uncut, hosts Alex Whitlock and Jack Campbell discuss the opportunity for borrowers in Melbourne as demand and prices ease. Tune in to find out: Australia’s promising property markets. The majors’ yearly results. Australian AI Awards launch. And much more!
18:2511/11/2024
Business Accelerator: Setting yourself up for success

Business Accelerator: Setting yourself up for success

With the number of brokers now totalling around 21,000 across the country, the industry has never been bigger. In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back reflect on this growth and delve into some strategies for boosting performance as a broker. Tune in to find out: Importance of staying on the tools. Proper business organisation is a must. Succession planning. And much more!
25:4407/11/2024
We may have to wait a little longer than February for a rate drop

We may have to wait a little longer than February for a rate drop

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the RBA cash rate call. With economists penning February as the time to expect a drop, we may have to wait even longer. Tune in to find out: A big week for news. Running for a cause. Election season gearing up. And much more!
21:0504/11/2024
Business Accelerator: The importance of structure in broking

Business Accelerator: The importance of structure in broking

With the broking industry undergoing rapid transformation, the need for thoughtful decision making has never been more important. In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back drive home just how crucial it is to have structure in broking. Tune in to find out: Financial considerations. Client relationships are key. Building a sustainable business. And much more!  
30:3731/10/2024
Is it gearing up to be a quiet spring season for the property market?

Is it gearing up to be a quiet spring season for the property market?

In this episode of Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock jump into the current state of auctions, with early signs pointing to a struggling market. Tune in to find out: Why is selling property so difficult at the moment? A new Premier for Queensland. Is the 3 per cent buffer appropriate? And much more!
22:1928/10/2024
Business Accelerator: Maximising productivity amid a chaotic personal life

Business Accelerator: Maximising productivity amid a chaotic personal life

Small businesses require constant hands-on attention. For brokers holding the weight of an entire business on their shoulders, coupled with personal life, it can become overwhelming. In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back give some tips for maximising productivity while juggling multiple responsibilities. Tune in to find out: The importance of education. Why allocation is effective. Downtime matters. And much more!
24:2524/10/2024
Why are people turning away from the major banks?

Why are people turning away from the major banks?

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the market share of the major banks. With non-majors gaining momentum, what could be causing this shift in consumer preference? Tune in to find out: The pros and cons of SMSF lending. Low housing stock. CBA spam troubles. And much more!  
31:3121/10/2024
Business Accelerator: Why brokers are a ‘confidant to people’s financial wealth and future’

Business Accelerator: Why brokers are a ‘confidant to people’s financial wealth and future’

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back discuss the importance of advisory roles, such as brokers, and how they’re relied on to help people reach their goals. Tune in to find out:  The importance of supporting clients. The role of aggregators in facilitating this. How the industry is becoming increasingly complicated. And much more!
27:3717/10/2024
With some aggregators ‘absent’, why should brokers pay payroll tax?

With some aggregators ‘absent’, why should brokers pay payroll tax?

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the ongoing payroll tax case that is trying to determine whether brokers are considered employees under aggregators. Tune in to find out:  The latest banks in hot water. Solving the housing crisis. A new look for Broker Daily. And much more!
22:3114/10/2024
Business Accelerator: How to stand out from a crowd

Business Accelerator: How to stand out from a crowd

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back discuss what brokers can do to stand out in a bustling industry.  Tune in to find out:  The complexity around brokers differentiating themselves.  The various ways brokers can stand out.  How to nail down your core proposition.  And much more! 
27:4610/10/2024
Diversifying product offerings could be a lucrative opportunity for brokers

Diversifying product offerings could be a lucrative opportunity for brokers

In this episode of Broker Daily Uncut, hosts Alex Whitlock and Jack Campbell discuss the golden opportunity brokers have to diversify offerings by branching out their services. Tune in to find out:  The ANZ continuous disclosure debacle. Rumours of a change to broker remuneration. Foreign investment trends. And much more!
22:0808/10/2024
Business Accelerator: Diving deeper into the referral pool

Business Accelerator: Diving deeper into the referral pool

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back further explore how brokers can take full advantage of referrals in a more structured way. Tune in to find out:  The strategies for generating business from an existing back book.  How to stay memorable with clients. And much more! 
22:3503/10/2024
2 sides to the negative gearing coin

2 sides to the negative gearing coin

In today’s Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock unpack the negative gearing debate that’s once again reared its head amid speculations around the government scaling back or changing it.  Tune in to find out:  The latest on the negative gearing debate. Has APRA’s 3 per cent buffer locked out potential home buyers? Auction results from around the nation. And much more!
23:4330/09/2024
Business Accelerator: The lifeblood of mortgage brokers

Business Accelerator: The lifeblood of mortgage brokers

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back unpack how mortgage brokers can best generate referrals for their business. Tune in to find out:  How referral partnerships can benefit your business. What strategies brokers can use for referral generation. And much more! 
23:3526/09/2024
Spotlight: How ANZ is backing brokers

Spotlight: How ANZ is backing brokers

In this episode of Broker Daily Spotlight, host Jack Campbell sits down with ANZ’s general manager commercial broker and origination Ivan Mioc to chat about how the bank is supporting brokers. Tune in to find out: A deep dive into the relationship between ANZ and brokers. ANZ’s implementation of tech. Why brokers should consider ANZ for their clients. And much more!
14:4925/09/2024
Industry rumour mill kicks into overdrive

Industry rumour mill kicks into overdrive

In today’s episode of Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock discuss the latest rumours being passed around the broking industry.  Tune in to find out:  Why the broking industry is up in arms. The interest rate predictions. The current state of housing affordability. And much more!
33:1523/09/2024
Business Accelerator: Taming the social media beast

Business Accelerator: Taming the social media beast

Join host Alex Whitlock and returning guest, award-winning mortgage broking mentor and trainer, Jason Back, as they tackle the many ways brokers can utilise social media to boost their businesses. Tune in to find out:  How to tailor content for different platforms. Building an online audience. How to crack the social media algorithm.  And much more! 
24:1919/09/2024
A can of worms – the latest on clawbacks

A can of worms – the latest on clawbacks

In today’s Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock discuss the latest clawback move from a major lender, as well as moves from brokers to see clawbacks removed entirely. Tune in to find out: How NSW location elections are tied with property. NAB’s updated clawback policy. The latest updates on broker payroll tax. And much more!
26:4116/09/2024
Lead gen and sales tactics for top-performing brokers

Lead gen and sales tactics for top-performing brokers

Welcome to Broker Daily’s brand- new podcast – Business Accelerator! Join host Alex Whitlock and award-winning mortgage broking mentor and trainer Jason Back where they unpack the key attitudes, practices, and systems that drive success and growth for the best mortgage and finance brokers. Tune in to find out: Why brokers have to understand how and when to ‘sell’. How creating deep connections with clients can accelerate growth. Where brokers can spend their time more effectively to generate leads. And much more!
26:0112/09/2024
Brokers make their voice heard

Brokers make their voice heard

In this episode of Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock discuss the results from the latest Broker Daily survey into broker sentiments around the major banks. Tune in to find out: A discussion on the results from the survey. Westpac’s new CEO announcement. The spring selling season starting off with a bang. And much more!
29:3709/09/2024
Time for brokers to drop CBA?

Time for brokers to drop CBA?

In this episode of Broker Daily Uncut, hosts Phil Tarrant and Alex Whitlock open up the debate of should brokers drop banks that don’t support them following comments from the big banks targeting broker remuneration.  Tune in to find out: A recap of big four bank CEOs targeting broker pay. The debate around using banks that do not support brokers. More about the Australian Broking Awards . And much more!
22:3702/09/2024
Signs point towards BOQ broker exit

Signs point towards BOQ broker exit

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Adrian Suljanovic unpack BOQ’s apparent exit from the broker channel. Tune in to find out: The latest information on BOQ’s shift away from third-party distribution. Whether or not this will set a precedent for other banks. How this could affect the mortgage broking industry. And much more!
13:1128/08/2024
Spotlight: A family franchise

Spotlight: A family franchise

In this episode of Broker Daily Spotlight, host Jack Campbell chats with Melbourne-based Aussie Home Loans franchisees Sandra Sanches and Raquel Guerra about how they run their own business as a mother-and daughter team. Tune in to find out: Their journey into building their own franchise. The importance of community as a local business. How they promote face-to-face client interactions. And much more!
18:2127/08/2024
A non-major pauses broker business

A non-major pauses broker business

In this episode of Broker Daily Uncut, hosts Phil Tarrant and Michael Magee discuss the recent move by BOQ to “pause” all new home loans via the broker channel. Tune in to find out: BOQ’s digital transformation and its shift away from the broker channel The upcoming Commercial Finance Awards Other events on the horizon And much more!  
21:4726/08/2024
Senate inquiry to ease housing pressure

Senate inquiry to ease housing pressure

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the Senate inquiry into home lending. The changes could make things easier for those looking to enter the housing market. Tune in to find out: CBA’s shrinking broker flows. The commercial broking awards. What Finni Mortgages is up to. And much more!  
23:2119/08/2024
Spotlight: What it takes to be Innovator of the Year

Spotlight: What it takes to be Innovator of the Year

In this episode of Broker Daily Spotlight, host Adrian Suljanovic sits down with Lendi Group’s CEO and co-founder David Hyman and chief product officer Travis Tyler on the back of the aggregator’s win of the Innovator of the Year award at this year’s Mortgage Business Awards. Tune in to find out: How Lendi is using innovative initiatives to improve the broker and customer experience. The consolidation of the Aussie Home Loans and Lendi Group brands. How AI is being integrated into the mortgage space. And much more!
21:5414/08/2024
Will the CDR changes land?

Will the CDR changes land?

In this episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss the announced reforms to the Consumer Data Right (CDR), with changes expected to benefit consumers. Tune in to find out: RBA cash rate hold consequences. Is the return to office better for productivity? Why do brokers prefer commercial lending? And much more!
20:3412/08/2024
Is the government trying to push out investors?

Is the government trying to push out investors?

In this episode of Broker Daily Uncut, hosts Phil Tarrant and Jack Campbell delve into the biggest talking points impacting the broking industry this week. Tune in to find out: The government changes pushing out investors. Will the RBA hike rates? Big growth in Aussie loans. And much more!
27:0205/08/2024
ANZ and Suncorp will ‘continue to operate as two independent brands’

ANZ and Suncorp will ‘continue to operate as two independent brands’

In this episode of Broker Daily Uncut, we sit down with Natalie Smith, general manager of retail broking at ANZ. Here, she delves into the upcoming merger with Suncorp, setting the record straight that the banks will “continue to operate as two independent brands”. Tune in to find out: How Smith went about transitioning into third-party broking from a corporate banking background. The dynamics between lenders and brokers. Initiatives ANZ has undertaken to enhance its broker services. And much more!
35:4729/07/2024
Spotlight: A deep dive with an award-winning broker

Spotlight: A deep dive with an award-winning broker

In this episode, host Annie Kane sits down with the director and broker of Picker Financial Solutions, Justin Picker, to delve into his inspiring journey into the mortgage broking industry following his win of the Mortgage Broker of the Year award in the regional category at the Mortgage Business Awards in Melbourne. Tune in to find out:  •    How Picker broke into the mortgage broking industry. •    The importance of mentorships and partnerships.  •    How he navigated a slew of challenges over the last five years. And much more! 
38:3924/07/2024
The final episode: Onto new beginnings

The final episode: Onto new beginnings

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock and Phillip Tarrant as they break down the biggest industry happenings of the week for the last time under the Mortgage Business brand. Tune in to find out: Why brokers are turning to non-bank lenders. Why SMEs have ‘gone into hibernation’. The future of Broker Daily. And much more!
23:2322/07/2024
Western Sydney: A hotspot for investment

Western Sydney: A hotspot for investment

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock and Phillip Tarrant as they discuss the economic boom affecting Greater Western Sydney. Tune in to find out: The date is set for the ANZ-Suncorp merger. What does it mean for brokers? Using an SMSF to grow investment portfolios. How brokers broke a quarterly lodgement record. And much more!
24:4615/07/2024
Themes impacting commercial broking

Themes impacting commercial broking

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock and Phillip Tarrant as they jump into some of the themes shaping the commercial broking space. Tune in to find out: The meteoric rise of non-banks lenders. Increased commute times due to steeper house prices. Consumer Data Right and how its impacting brokers and borrowers. And much more!
37:0708/07/2024
Mergers, rebrands, and schemes: Big changes across the board

Mergers, rebrands, and schemes: Big changes across the board

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock and Phillip Tarrant as they unpack the ANZ-Suncorp merger and what it means for the future of banking and broking. Tune in to find out: The Mortgage Business rebrand. The expansion of the Home Guarantee Schemes. Stubborn inflation. And much more!
30:1501/07/2024
Spotlight: How mutuals are transforming their systems

Spotlight: How mutuals are transforming their systems

In this episode of Mortgage Business Spotlight, sponsored by nCino, we sit down with nCino managing director Australia and New Zealand Mark Bernhardi and Summerland Bank CEO John Williams to learn how customer-owned lenders are transforming their banking systems. Tune in to find out: How digital transformation is about adapt or die. The benefits of a single digital platform for business operation. The trends that will shape digital transformation in the future. And much more!
27:0227/06/2024
Brokers reveal what they most want from lenders

Brokers reveal what they most want from lenders

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock, Phillip Tarrant, and Annie Kane as they discuss the headline findings of the major annual broker survey, the Third-Party Lending Report. Tune in to find out: The new dominating factor brokers consider when choosing lenders. Which lender is the most highly rated by brokers. Mortgage processing lawyers announce demerger. And much more!
23:5524/06/2024
SPECIAL EPISODE: It’s all change for Mortgage Business!

SPECIAL EPISODE: It’s all change for Mortgage Business!

Don’t miss this special podcast revealing what’s behind the new direction – and identity – for Mortgage Business. Join Alex Whitlock and Phillip Tarrant as they consider the evolution of third-party distribution in Australia and how the media can better serve today’s brokers. Why there’s scope for a new media angle. What we’ve learned from broking and how that’s shaped our approach. When the new proposition will arrive and who’s behind it. And much more!
16:2021/06/2024
Spotlight: Generating new leads through property insights

Spotlight: Generating new leads through property insights

While there’s no magic solution for lead generation, engaging with borrowers beyond standard loan processes is crucial to building a business, according to CoreLogic. In this episode of Mortgage Business Spotlight, sponsored by CoreLogic, we catch up Chris Wagner, the head of broker at property data and analytics and services provider CoreLogic, to find out: Why offering insights is the key to successful lead generation. The importance of self-serve digital tools.  How CoreLogic supports brokers to enhance client engagement and retention. And much more!
27:0820/06/2024
Everything’s different but the same

Everything’s different but the same

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock and Phillip Tarrant as they take a deep dive into the current state of the real estate market. This week they discuss: The latest auction results. A changing yet familiar market. The perception of investors. And much more!
24:5817/06/2024
Spotlight: Supporting diversity in the mortgage industry

Spotlight: Supporting diversity in the mortgage industry

How can the mortgage broking industry ensure it reflects the society in which we live and operate? In this episode of Mortgage Business Spotlight, sponsored by Resimac, we catch up with the lender’s general manager for distribution Chris Paterson and Birdie Wealth broker director Nathan Smith to find out: How the industry can create an inclusive and supportive work environment. Top tips for supporting working parents. The link between team culture and performance. And much more!
22:0913/06/2024
Mutual merger mania

Mutual merger mania

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock, Phillip Tarrant, and Annie Kane as they discuss the latest merger movements in the mutual banking space and changes to increase first home buyer activity. Tune in to find out: Beyond Bank and P&N’s merger details. Why so many mutuals are merging. South Australia scraps stamp duty for FHBs buying new builds. And much more!
26:2311/06/2024
A new broker market share record

A new broker market share record

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock, Phillip Tarrant, and Annie Kane as they discuss why record numbers of borrowers are turning to the broker market. Tune in to find out: What’s driving record-breaking numbers to brokers. Why ANZ’s resi book is growing so fast. Are borrowers confusing budgeting and hardship? And much more!
22:0003/06/2024
Industry reels from AFR reporting on broker industry

Industry reels from AFR reporting on broker industry

The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgage market. Join Alex Whitlock, Phillip Tarrant, and Annie Kane as they discuss the AFR’s latest slew of stories focusing on the broker channel and the surprising misrepresentations within them. Tune in to find out: How and why the AFR has got it so wrong on broking. Why the broking industry is shocked and dismayed at the coverage. How the non-major banks are leading the way on channel conflict. And much more!
29:5827/05/2024
MORTGAGE AND FINANCE LEADER: Gerald Foley on the history of ANZ’s broker channel and founding nMB

MORTGAGE AND FINANCE LEADER: Gerald Foley on the history of ANZ’s broker channel and founding nMB

In this special episode, host Annie Kane sits down with Gerald Foley, the managing director of National Mortgage Brokers (nMB), to explore how he helped ANZ launch into broker, how broking has evolved over the years, and what he thinks the future of broking looks like. Tune in to discover: Why ANZ decided to start operating in the broker channel. Why the banks decided to introduce trail commission. The importance of supporting mental health in industry. And much more!
51:3122/05/2024
CBA to launch new loan offering direct-to-consumer only

CBA to launch new loan offering direct-to-consumer only

The major bank is set to launch a new, more affordable refinance option, available exclusively to borrowers online. Join Alex Whitlock, Phillip Tarrant, and Annie Kane as they discuss the breaking news, and whether this move to cut-out the broker and proprietary channel sets a worrying new precedent.
12:3120/05/2024