Broker Daily Podcast Network

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Episodes

711

Latest episode

Aug 2026

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About the show

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.

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60 recent

August 20, 202631 min

Business Accelerator: Automate your brokerage without handing it to a machine

Automation can save brokers time, but knowing what to automate, and what to keep personal, is where the real challenge lies. Julian Barnes and Jason Back unpack how brokers can rethink their processes, identify repetitive tasks, and use automation and AI to create a more efficient business without handing over the client relationship. The conversation looks at where automation can make the biggest difference, how to measure the value of time saved, and why brokers should fix a broken process before automating it. Back also shares how smaller brokerages can use technology to compete with larger businesses while keeping the human touch where it matters most.

August 19, 202624 min

Spotlight: Inside the next evolution of open banking

Open banking is moving fast. This week's Spotlight explores how verified banking data is fundamentally changing the way brokers work while creating new opportunities for lenders and customers. Following on from an unforgettable Broker Innovation Summit, held in principal partnership with NextGen, Broker Daily's Julian Barnes catches up with NextGen's chief customer officer Tony Carn to explore the rapid evolution of open banking and what it could mean for the future of broking. From reducing data collection and rework to improving fraud prevention and building trust with customers, open banking is already delivering tangible benefits for brokers. But with lenders increasingly recognising the value of verified, real-time data, its impact could extend well beyond the broker channel. Here's what's driving the shift: Broker adoption is accelerating, with some aggregators seeing open banking used across over 35 per cent of mortgage applications. Verified data is helping brokers reduce manual data collection, prevent fraud, and support post-settlement retention strategies. Growing demand for secure data sharing could see open banking become the standard means for brokers and lenders to collect financial data for a loan application. Listen to find out how you can capitalise on the evolution and close in on open banking.

August 18, 202632 min

Are investors really leaving the market?

The investor pullback is showing up in the numbers, but are borrowers actually walking away? NAB, ANZ, and CBA have all released their latest results, with declines in mortgage applications and investor activity pointing to a softer lending market, while CBA continues to report growth in broker-originated lending. Broker Daily's Julian Barnes is joined by Finni brokers Eva Loisance and Costa Arvanitopoulos to unpack what is keeping investors on the sidelines, from servicing constraints and rates to changing lender policies. The team also digs into the growing impact of AI on brokers, alongside fully assessed pre-approvals, rental income shading, and the rise of bridging finance.

August 14, 202633 min

The Broker Show with Joe: How this broker built her business from the inside out

Building a successful brokerage takes more than writing a strong loan book, as Focus Finance's founder and director Katie Thomas would know. Speaking with host Joseph Daoud on The Broker Show with Joe, Thomas opens up about the 28-strong brokerage, how she identifies and develops talent, and why she believes the strongest businesses are built from within. The conversation also digs into the relationships behind Focus Finance's growth, the importance of understanding what clients actually want from a loan, and how you can build on failure. Now focused on building the next generation of brokers, Thomas shares what she's learned from 17 years in the industry and where she wants to take the business next.

August 13, 202630 min

Business Accelerator: To diversify or to specialise?

For brokers, finding the right niche can help build expertise, stand out in a crowded market, and make it easier for clients and referral partners to know what they do. But does specialising mean narrowing the business too far? Broker Daily's Julian Barnes is joined by Broker Essentials founder and broker coach Jason Back to unpack the relationship between specialisation and diversification and why the two don't necessarily have to be competing strategies. The pair discuss how brokers can identify a niche with enough demand to support a business, build genuine expertise and credibility, and diversify their offering as their clients' needs evolve.

August 11, 202630 min

Could neutral gearing change the investor equation?

With investor activity under pressure, changing lender policies are creating new questions for brokers, from how servicing is assessed to where investors can turn as the residential SMSF borrowing rules come to an end. Broker Daily's Julian Barnes is joined by Finni brokers Eva Loisance and Costa Arvanitopoulos to unpack whether developments in neutral gearing could push borrowing capacity and what the shift could mean for the investor market. The team also examines the end of residential SMSF borrowing and the rush to settle deals before the deadline, whether commercial lending can fill the gap, and the risks investors may face when moving into a different asset class. The latest RBA decision is also unpacked, alongside falling investor and first home buyer demand, softer housing activity, and AMP's fee changes as lenders compete for business in a changing market.

August 10, 202637 min

Finance Specialist: Is the yield chase getting risky?

As residential yields compress, investors are increasingly looking beyond traditional property plays for stronger returns, with commercial property, unit blocks, and higher-yielding regional markets drawing greater attention. But as investors chase yield, are they also taking on more risk? Broker Daily's Liam Garman and Accendo's Trent Carter unpack the changing investment landscape, from the growing appeal of commercial property and whole unit blocks to the risks emerging in regional markets where yields can reach double digits. The pair also discuss the role brokers can play in pressure-testing investment assumptions, from asking what happens if rents fall or interest rates stay higher for longer to scrutinising tenant arrangements and the underlying quality of a deal. With more residential investors moving into unfamiliar asset classes, Garman and Carter look at why brokers need to understand what sits behind the headline yield – and when asking the difficult questions could save a client from a bad deal.

August 6, 202633 min

Business Accelerator: From first home buyer to lifelong client

Liberty Financial's appointment to the Home Guarantee Scheme's 5 per cent Deposit Scheme panel is the latest move aimed at expanding opportunities for first home buyers. But while much of the attention has focused on new schemes and policy changes, the bigger opportunity may lie with brokers themselves. Broker Daily's Julian Barnes and broker coach and Broker Essentials founder Jason Back discuss why first home buyers should be viewed as the start of a long-term relationship rather than a one-off transaction. They explore how brokers can move beyond simply arranging finance to becoming trusted advisers, why listening matters as much as educating, and how a strong first experience can pave the way for future refinances, investment lending, and lifelong client relationships.

August 4, 202632 min

Unpacking the lender policies changing the game

Lenders are increasingly looking beyond interest rates to stand out, with new policies and product innovations reshaping the options available to borrowers. But what do these changes actually mean for brokers and their clients? Join Broker Daily's Julian Barnes with Finni brokers Costa Arvanitopoulos and Rebecca Carlson as they unpack the latest lender policy changes, including Liberty becoming the first non-bank to join the 5 per cent Deposit Scheme, AMP's new 40-year investor loan, the growing competition in SMSF refinancing, and ASIC's findings into widespread mortgage offset account failures. The team also discusses what softer auction clearance rates and falling home values are really saying about the property market, why investors are pivoting towards new strategies rather than sitting on the sidelines, and what the latest trends mean for brokers navigating an evolving lending landscape.

August 3, 202629 min

Finance Specialist: Is your pipeline running dry?

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.