Finance Specialist: AI and human insight to boost broker success
Description
The mortgage broking industry in Australia is evolving rapidly, offering brokers new opportunities to scale, adapt, and capture investor confidence.
In this episode of Finance Specialist, hosts Liam Garman and Trent Carter explore shifting market trends, from rising investor interest in Melbourne and regional Victoria to growing confidence in SMEs and management-style business investments.
They highlight economic stability, noting low likelihood of major rate hikes and the potential for a November rate cut, which is encouraging investors to diversify beyond property appreciation.
AI and automation are also transforming broking workflows, helping brokers streamline communications and free time for high-value client engagement, though both hosts emphasise maintaining the human touch.
Garman and Carter caution against over-reliance on AI, advising brokers to use it as a tool to augment insight rather than replace expertise.
The discussion also touches on market hysteria among first home buyers, driven by government incentives and FOMO, with regional markets showing more stability than metro areas.
Throughout, the hosts stress strategic planning, thoughtful execution, and tailored approaches as key for brokers navigating this complex landscape.
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