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In Focus: How this new broker tool aims to silence the ‘self-employed sigh’

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Manage episode 508141656 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser 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.

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:

  continue reading

316 episodes

Artwork
iconShare
 
Manage episode 508141656 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser 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.

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:

  continue reading

316 episodes

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