Show Notes
AI is becoming a fundamental part of the broking toolkit, but as technology takes on more of the process, questions around trust, accuracy, and human judgement are becoming harder to ignore. How should brokers balance new technology with the trust at the heart of the profession? Broker Daily's Julian Barnes sits down with Accurateli founders Ben Callaghan and Joel Wyld to explore where AI and technology platforms fit into mortgage broking and what they mean for the broker-customer relationship. The conversation looks at data security, accuracy, and the role of broker judgement, as well as whether taking some of the processing out of broking could give brokers more time to focus on customers. What's covered: Where AI can add value and where broker judgement still matters. The trust, accuracy, and security questions around new technology. Whether technology could make broking more relationship-driven. Listen to the latest Broker Daily Spotlight to explore the changing relationship between technology and trust in broking.
More from Broker Daily Podcast Network
Mortgage brokers have more technology at their disposal than ever, from CRM systems and open banking to AI tools that promise to save time and streamline processes.
Small businesses can struggle to access the right finance even when funding could help them manage cash flow or pursue growth. So what are lenders missing when they assess SMEs, and how can brokers help businesses find the right solution? Join Broker Daily's Julian Barnes and Sam Althaus, CEO and founder of SME non-bank lender Lendmigo, to explore the gap between how small businesses operate and how they are financed. From the challenges facing SME lending to the opportunities for brokers looking to expand into commercial finance, this episode of Broker Daily Spotlight explores how a different approach to business funding could help brokers better serve their clients. What's covered: Why small businesses struggle to access finance, and the limits of traditional lending approaches. How lenders assess cash flow, business performance and the people behind a business. How mortgage brokers can identify commercial finance opportunities among existing clients, including through referral arrangements. Listen now to find out more about the changing SME finance landscape and the role brokers can play in helping businesses access funding.
Banks are offering cashback deals and rates that brokers say can be difficult to match – raising questions about competition between lenders and their own broker channels.
The Australian Securities and Investments Commission's (ASIC) review of brokers' best interests duty (BID) has raised questions about loan recommendations, documentation and what good client outcomes look like.
Trust is one of the most valuable assets a broker can build, but how do you earn it, protect it and make sure it extends beyond your own reputation?