Broker Bulletin

AI in broking has moved beyond curiosity. It’s now about execution. In this episode of Broker Bulletin, Katherine Persoglia sits down with Whitney Cali, LMG’s Group Executive of Product, Tech and Data, to unpack how leading brokers are embedding AI into daily workflows — not to replace judgement, but to sharpen it. From My Note Writer and My Quality Assurance inside MyCRM to integrating Google Gemini into your calendar and inbox, this is a practical conversation about speed, compliance and delivering clearer answers to clients. What you’ll learn in this episode: Why you should never start a document from scratch again Why AI can provide the data, but only a broker can look a client in the eye and say, "I’ve got your back." Why clients will soon expect instant certainty and how you can deliver it How to experiment safely without compromising sensitive client data Whitney’s "3 Rocks" strategy for ending the day with clarity In a market where information is everywhere, certainty is earned. This episode shows you how.See omnystudio.com/listener for privacy information.

Hiring ahead of growth. Letting go of perfection. Offshore scale. Onshore leadership. Capacity before volume. Protecting culture. Redefining success. High-performing brokerages aren’t built by accident — they’re built by deliberate choices.In this Broker Bulletin episode, Denya Dean sits down with Tina Howes, Director of Amara Mortgage Brokers, to unpack how she’s built out a Top 100 business without burning out her people, or herself. From backing herself to hire earlier than felt comfortable, to building serious offshore capacity, setting clear boundaries, and putting culture before ego — Tina shares the real decisions behind the business’ growth. This is an honest look at what it actually takes to move from “busy broker” to sustainable business owner. What you’ll take away: why hiring ahead of growth changes everything how onshore leadership unlocks scale and focus how to protect culture across a remote and offshore team why success = capacity, confidence and continuity   Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

 Growth plans. Hard calls. Systems that scale. Culture under pressure. Client focus. Offshore support. Letting go of control.High-performing brokerages aren’t built on theory — they’re built on decisions. In this Broker Bulletin episode, Denya Dean goes inside the engine room with Simon Carl, Director of The Loan Company, one of WA’s most consistent Top 100 businesses. This is a candid look at how high-performing businesses are actually built. From buying the business and reshaping the team, to systemising growth and protecting culture — Simon shares what’s worked, what hasn’t, and what he’d do sooner. What you’ll take away: the decisions that mattered most after buying the business how systems, process and offshore support unlocked scale why client focus became the real growth lever what Simon had to stop doing to let the business move faster how values, KPIs and leadership choices shape long-term performance  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

 Interest rates. Inflation. Construction bottlenecks. Investor heat. First home buyer surges. Regulation overload. Every market moving in its own direction. In this Broker Bulletin episode, Sam White sits down with Dan White (Managing Director, Ray White Group) and Nerida Conisbee (Chief Economist, Ray White) to unpack the big picture—and what it really means for brokers on the ground. This isn’t broad brush or theory. It’s what’s driving growth, what’s slowing it, and how to make sharper calls in 2026. What you’ll take away: where the demand is coming from and why it's not just about interest rates what construction costs and supply delays really mean for property prices how buyer expectations and regulation are reshaping real estate why the cheaper end of the market is hot—and where to watch How to stay ahead in a high-uncertainty, high-opportunity year    Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Don’t wait for a new year to feel ready. Use December and January to create the space you need to kickstart your 2026 the right way. In this episode of Broker Bulletin, Grace Ormsby sits down with Alberto Gorgioski, Associate Director NSW/ACT at Loan Market, to break down a simple four pillar reset that gets brokers on the front foot and back in control fast. No noise. No theory. Just the moves that actually shift momentum. You’ll learn: The four business strategy pillars that create clarity and consistency How to lock a one day plan that sets up your year When to hire and when to hold How to turn a quiet January into a jumpstart The low lift marketing plays that still cut through If you want 2026 to feel cleaner, calmer and more intentional, start here. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

A new generation of bridging solutions can unlock opportunities for brokers, agents and buyers alike. In this episode of Broker Bulletin, Katherine Persoglia sits down with Mira Hohn, Chief Product Officer at Athena, to unpack how Apollo Next has rebuilt bridging finance from the ground up. The pair break down why this market has been so misunderstood, how innovation is removing the friction and fear, and how brokers can confidently guide clients through the biggest move of their lives. You’ll learn: Why so few Australians complete their “make a move” journey How Apollo Next’s policies improve borrowing power without compromise When bridging is a great fit, and when it’s not the right solution How brokers can save hours of work and deliver a far better client experience If you want to turn complex scenarios into high value conversations, start here. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Rates eased, confidence lifted, and investors started moving again in 2025. But what’s really driving the next wave of growth? In the latest episode of Broker Bulletin, Clare George, Associate Director for Commercial at LMG, sits down with Vanessa Rader, Head of Research at Ray White, to unpack the story behind commercial’s comeback and what brokers need to know heading into 2026. From retail’s quiet rise to office’s long-awaited turnaround, they explore the shifts shaping the next boom, shining a light on where brokers can focus their attention. You’ll learn: Why rate cuts reignited investor confidence How retail overtook industrial as 2025’s top performer Why prime office could be the dark horse of 2026 How lender appetite and sharper due diligence is reshaping deals The emerging plays in childcare, service stations and self-storage If you’re ready to grow in commercial, this episode will give you the edge to do it. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

When Lauren Hall left the safety of an established brand to start her own brokerage, it wasn’t just a career move. It was a confidence reset.  In this episode of Broker Bulletin, she sits down with Loan Market Chief Marketing Officer, Angela Tracey, to unpack the first 12 months of going out on her own. From identity crisis to clarity, from busyness to balance, Lauren shares how she’s redefined success on her own terms: leading with purpose, lifting her team, and finding a version of growth that actually feels good. You’ll learn:How to rebuild confidence and identity after stepping out on your ownThe systems and rhythms that keep a brokerage profitableHow to turn leadership days into long-term business momentumHow asset finance and community education can become a growth edgeHow to shift from chasing volume to building value If you’ve ever wondered what it really takes to back yourself, this one’s your cue. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about Loan Market? Click here. See omnystudio.com/listener for privacy information.

When you start a brokerage, you’re used to doing every deal, making every decision, and taking every late-night call. But the real growth comes when you finally learn to let go. In this episode of Broker Bulletin, Tom Caesar, Group Executive for Asset Finance at LMG, sits down with Brendan Zadravec, Director and Finance Broker at Ironbark Asset Finance, to unpack what the first 15 months of business have taught him about leadership, discipline and trust.  From his early days in the banks to running a seven-person team, Brendan shares how he built structure into chaos, created space for his brokers to thrive, and learned to lead from the front, not from behind a desk. The father of four also opens up about balance; how his “triangle” of family, health and career keeps him grounded while building a business that’s growing fast but staying sustainable. You’ll learn: Why broking and building a business are two different jobs How to delegate, automate and trust the data The daily habits that separate growth from burnout What sustainable scaling really looks like Why attitude always beats experience when hiring If you’re growing a team, a business or both, this one hits home. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.  See omnystudio.com/listener for privacy information.

Growth doesn’t come from grinding harder. It comes from getting sharper.In this episode of Broker Bulletin, Michael Xia, founder of Mortgage Channel chats to Rob Thomas, LMG’s National Director of Residential, all about the habits and structure behind one of the country’s most productive solo brokerages. Australia’s #2 ranked Elite Broker shares how he went from two investment properties to a $490 million business, built entirely around clear goals, a strong mentor, and a disciplined daily rhythm.  The pair unpack what it really takes to scale. You’ll learn: Why goal-based conversations build stronger, stickier client relationships The small process shifts that doubled his settlements year-on-year How mentorship and community turn doubt into discipline Simple ways to scale without losing control or quality If you’re building for scale and staying power, this one’s worth your full attention.  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

More investors are buying through trusts and non-trading companies. It’s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory. In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they’re on the rise, and what brokers should look out for when submitting trust and company deals. You’ll learn: Why more investors are choosing trusts and non-trading companies The key differences between trustees, beneficiaries and directors How to read a trust deed (and the pages that matter most) The most common trust-lending traps and how to avoid them How to simplify the most complex of deals If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Too many brokers have a logo, not a brand. In a world of AI noise and eroding trust, the firms that win are the ones clients know, like and rely on. Rob Simpson, the founder of Loan Market Access, sits down with Loan Market Chief Marketing Officer, Ang Tracey, to unpack how he’s building a regional brokerage that’s bigger than any one broker; with three offices across NSW and a plan to scale without losing service or standards. You’ll learn: Why a brand-led model scales better than a broker-led one The brick-and-mortar edge in regional markets (and how to use it) Simple ways to turn speed and process into 5-star reviews Where AI helps (and where it hurts) client trust Hiring in the regions: training for standards, not shortcuts If you’re serious about building trust, scale and staying power, start here. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

AI won’t replace brokers. But brokers using AI will replace those who don’t. In this special episode of Broker Bulletin (recorded live at Brokerversity’s AI Flagship Week), Deanna Garrasi sits down with: Phil Rogers (Loan Market Edge) – using Gemini inside Google Workspace to auto-extract PAYG income, scan credit files and summarise contracts in minutes. Jonathan Kline-Spink (Market Street Finance) – using ChatGPT Enterprise to handle 65% of a commercial credit summary, cutting 10 hours down to three. You’ll learn: The quick wins you can automate today Why “start at edit” beats starting from scratch How to lock in safety with Team/Enterprise plans The one-person playbook for scale without payroll If you want fewer hours on admin and more hours with clients, this one’s unmissable. Want to watch the full webinar? Click here. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Car yards often get first crack at the finance convo. But there's no reason brokers shouldn't be winning it.In this week’s Broker Bulletin, Jordan Mutton, Head of Partnerships – Asset Finance at LMG, sits down with Simon Reid, Director of By 9 Automotive, to reveal how brokers can stop dealerships from hijacking the finance deal, deliver a better buying experience, and lock in lasting client loyalty.You’ll learn: How to shift the conversation away from the dealership and back to you The sourcing system that makes brokers the hero in car finance Why helping clients avoid the “haggle and hassle” keeps them coming back How to turn a car deal into a client-for-life relationshipWhether you write or refer asset finance, or want to start, this is the playbook to outpace dealerships and deliver a better client experience end-to-end. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Hype doesn’t close sophisticated borrowers, service does. In this week’s Broker Bulletin, Shubham Bhaskar, founder of Sheel Capital and winner of Diversified Brokerage of the Year at the recent Australian Broking Awards, sits down with Loan Market VIC/TAS State Director Leigh Tsoumerkas. They unpack how a small team built a big-outcomes brokerage by saying yes to complexity, hiring ahead of need, and treating service as a strategy, not a slogan. As well as pointers on how to diversify your business without dropping the ball, you’ll learn: The “village” method: aligning stakeholders to turn a “no” into an approval The cadence behind ~98% conversion Hiring before it hurts: why capacity must lead demand How to attract the right (not just more) clients From sprint to marathon: boundaries, family, and building a business that lasts If you’re serious about building trust, scale and staying power, start here. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

It’s usually not the stuff you think. One dodgy supplier. One reused password. One too-convincing email. Boom…trust gone, deals stalled, reputation cooked. In this week’s episode of Broker Bulletin, Nicolas Katsouras (GM - Outsourcing) chats with Luke Jarmaine, LMG’s Group Chief Risk Officer, to break down what actually puts broker businesses at risk - and how to stay one step ahead. You’ll get the lowdown on: Why third parties are often your biggest cyber risk What the hell ISO 27001 and SOC 2 actually mean (and why it matters) The 3 must-haves in any outsourcing partner Luke’s #1 non-negotiable for any growing team (spoiler: MFA, everywhere) How to keep things secure without slowing your business down This isn’t a scare campaign. It’s a practical, plain-English guide to growing with confidence. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

In today’s market, the difference between winning and losing a client can come down to just minutes. In this week’s episode of Broker Bulletin, Alex Ventura, LMG Asset Finance’s head of marketing, sits down with Ace Shuster, Director of Asset Finance Avenue, to unpack the truth about lead generation, and why most brokers are blaming the wrong thing. Ace reveals how he built a thriving asset finance business in just 12 months by mastering both digital and referral leads. From hitting the phones within 10 minutes of an enquiry to hosting small-business networking lunches, his approach proves it’s not just about where leads come from, it’s about what you do next. You’ll learn: Why speed-to-contact and speed-to-submission can make or break a deal How to treat digital leads differently to referrals The follow-up cadence that actually converts Why consistency, not heroics, drives long-term growth If you’ve ever thought your leads weren’t up to scratch, this episode will change the way you think. Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Going viral isn’t always the golden ticket brokers imagine it to be. In this live episode of Broker Bulletin, Adelaide-based broker Sam Neville, founder of I Am Lending, reveals how she built a thriving business almost entirely through TikTok and Instagram and why “likes” don’t always equal leads. In conversation with LMG’s Grace Ormsby, Sam gets raw about what really works on social media, what doesn’t, and why she refuses to “gatekeep” her playbook. You’ll learn: How one video turned 200 views into 200,000 overnight Why your focus can’t be on going viral The batching system that keeps Sam consistent without burning out Why sharing, not competing, is the ultimate growth hack If you’ve ever wondered how to make social media work for your brokerage, or you’ve simply been too nervous to start, this episode is your blueprint.  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

SMSF loans might sound complex but once you know the structure, they’re often simpler than standard deals. In this episode of Broker Bulletin, Invictus Finance’s John Cassar and Thinktank’s Joel Harrison strip back the confusion to talk real-world SMSF wins, traps to avoid, and how brokers can start strong in this growing niche. You’ll learn: Why brokers shouldn’t fear SMSF but should avoid giving advice. Where opportunities really come from (hint: it’s not your walk-ins). The one thing to check in every contract of sale to avoid a dealbreaker.  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.

Self-employed clients can be complex, but working with them doesn’t have to be stressful. In this episode, Jason Basseal, Director at Loan Market Burwood, teams up with Apollo’s Head of Credit, Jacqui Kelleher, to unpack what brokers really need to know when navigating self-employed applications. With self-employment on the rise, lenders are having to rethink how they assess income and risk. Jason and Jacqui explore how brokers can stay ahead of the curve, sharing real-world insights, common traps to avoid, and tips for building stronger, smarter applications. So, how can you give your self-employed deals the best shot at success? Notes, notes and more notes Build out the bigger picture with a family tree Don’t try to be everything to every industry It’s a practical, no-nonsense chat designed to help you get approvals faster and with less fuss.  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.