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Adapting to win: How brokers can stay ahead in a shifting market

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Manage episode 514698190 series 2394983
Content provided by Broker Daily and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broker Daily and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Australia’s mortgage broking industry is shifting fast, and it’s those brokers who are diversifying and adapting to tech who are staying ahead.

In this episode of Broker Daily Uncut, guest host Liam Garman chats with Eva Loisance, principal at Finni Mortgages, about how brokers can cut through a cluttered and evolving market to stay ahead.

Loisance began the podcast discussing how investor lending is surging, with more clients refinancing or unlocking equity to expand their portfolios. Many brokers are now following their clients into the commercial real estate market, chasing higher yields and broader opportunities.

The expert then warned that it was risky to avoid diversifying your skill sets, urging brokers to take a more holistic approach to client needs.

With major banks ramping up direct channels, the pair then discussed how success will come from specialisation and human expertise, offering complex solutions where tech can’t replace judgment.

Enjoy the podcast!

  continue reading

579 episodes

Artwork
iconShare
 
Manage episode 514698190 series 2394983
Content provided by Broker Daily and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broker Daily and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Australia’s mortgage broking industry is shifting fast, and it’s those brokers who are diversifying and adapting to tech who are staying ahead.

In this episode of Broker Daily Uncut, guest host Liam Garman chats with Eva Loisance, principal at Finni Mortgages, about how brokers can cut through a cluttered and evolving market to stay ahead.

Loisance began the podcast discussing how investor lending is surging, with more clients refinancing or unlocking equity to expand their portfolios. Many brokers are now following their clients into the commercial real estate market, chasing higher yields and broader opportunities.

The expert then warned that it was risky to avoid diversifying your skill sets, urging brokers to take a more holistic approach to client needs.

With major banks ramping up direct channels, the pair then discussed how success will come from specialisation and human expertise, offering complex solutions where tech can’t replace judgment.

Enjoy the podcast!

  continue reading

579 episodes

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