Step-by-step playbooks and deep dives to help you automate your broker tech stack and scale your business.
Deep dive into specific areas of brokerage automation and growth.
Clawbacks are the bane of any broker business, particularly when you're new to the industry. What systems and processes actually prevent them from occurring and help build long term client retention.
We are launching a new series called: How to Use Software, where we walk through Mortgage, Asset and Commercial Finance software available to Australian brokers.
In this episode of Broker Tools, we chat with Matt Radd from the eBusiness Institute — a specialist in buying, selling, and building valuable online businesses who has spent over 30 years in mergers, acquisitions, and digital business development alongside his wife and business partner Liz. This conversation is not about how to run better Facebook ads or get more leads next month. It is about a fundamental shift in how brokers should be thinking about their online presence: not as a marketing cost, but as a long-term asset worth building, compounding, and one day selling.
In this episode of Broker Tools, we chat with Ekta from Great Creates — a gifting studio that helps businesses create memorable, meaningful client touch points through strategic gifting. This is not a conversation about branded pens and Christmas hampers. It is a conversation about how to use thoughtfulness as a genuine client retention strategy. For brokers who want to stay memorable long after settlement, build the kind of relationships that generate referrals without asking for them, and turn clients into advocates — this episode is essential listening.
In this podChat, Jack shares the real decisions, mistakes, and systems that got Fouracre Financial to being an Award Winning Brokerage in just 3 years — from a former milkman who asked a colleague how to use a loan calculator on his first day in finance to building $500M Loan Book
This conversation is for any broker who has outgrown the “money in, money out” approach and knows it is time to build something more intentional — but is not sure where to start. In this episode, we chat with Natalie from Beyond CFO strategic financial systems specialist about how to move from Solo to a Broker with Edge
Jarryd from Bolder Digital joins the podcast to explain why brokers must shift from traditional SEO to Answer Engine Optimisation (AEO) to stay relevant in an AI-driven search world. He breaks down the high-leverage power of Google Business Profiles and the importance of having a robust "after-the-ad" system to capture and qualify leads. This episode is a roadmap for moving from a "scrappy" startup mindset to a systematised business that provides the owner with true time freedom.
In this episode of Broker Tools, we sit down with Simone Blakers, founder of LiquidCX, for a deep dive into one of our favourite topics: Automations and AI. With around 30 years in data-driven marketing — from the direct marketing era, through the rise of digital, predictive modelling and customer experience, and now eight years running her own consultancy — Simone helps businesses apply data and technology to solve real problems. This episode is essential listening for any broker who has ever felt buried in admin, is juggling too many systems, or isn't quite sure where AI actually fits into their business. Simone breaks down the difference between a basic automation, an AI automation, an AI chat, and a genuinely autonomous digital worker — and, crucially, how to introduce each safely.
Brett from Mr. Mentor joins the podcast to break down the critical growth strategies for new Mortgage Brokers. He highlights that choosing a mentor is the primary domino that triggers industry membership and aggregator access, making it the most vital decision a new broker can make. This episode provides a clear roadmap for evolving from a technical "loan writer" into a sophisticated business owner with a sellable asset.
We take walkthrough the world of AI, helping brokers distinguish between simple rule-based automations and "True AI" capable of making intelligent assessments. We explore practical use cases such as fraud detection through OCR, AI agents for loan submission, and the use of LLMs for lender policy research. Ultimately, the episode serves as a roadmap for brokers to reduce their mental load and speed up service delivery by choosing the right intelligence for their specific business needs.
We catch up with Bronwyn from Penhaligon Applied Psychology where she highlights the distinction between stress (high energy, feeling like you have too much to do) and burnout (depletion, feeling like you don't have enough time or energy to function). Unlike traditional therapy that dives into childhood roots, Bronwyn’s approach is about future-focused changes: auditing the "junk drawer" of your life, delegating energetically depleting tasks, and reclaiming the "bookends" of your day to protect your mental health and business longevity.
In this episode of Broker Tools, Sam Panetta from Broker Coach breaks down the "Art and Science" of content marketing. From identifying your "Competitive Edge" to the accountability of getting your "reps" in to build brand consistency. Sam explains how brokers can move from being unknown to becoming a leading authority of your niche
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
