Go offline with the Player FM app!
In Focus: How this new broker tool aims to silence the ‘self-employed sigh’
Manage episode 508141656 series 2420018
Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients.
In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from brokerage Peasy, who’ve channeled their frustration with self-employed lending into building what they believe could be a game-changing solution for brokers.
Tune in to discover:
- How Accurateli automates lender-ready income reports and notes.
- How the tool addresses compliance and best interests duty requirements.
- What early adopters are saying about streamlining their self-employed processes.
And much more! Related link:
316 episodes
Manage episode 508141656 series 2420018
Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients.
In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from brokerage Peasy, who’ve channeled their frustration with self-employed lending into building what they believe could be a game-changing solution for brokers.
Tune in to discover:
- How Accurateli automates lender-ready income reports and notes.
- How the tool addresses compliance and best interests duty requirements.
- What early adopters are saying about streamlining their self-employed processes.
And much more! Related link:
316 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.