The Broker Room: Recent Episodes
Mentored.com.au
Keep up to date with what’s happening in the Australian mortgage industry with the nation’s leading businessman and chairman of Yellow Brick Road Home Loans, Mark Bouris.
The Broker Room connects leading experts in their field to share advice, property market trends and business strategies.
Whether you’re an aspiring mortgage broker, looking to make a career change or staying informed, learn how to cut through and build a successful career in the home lending business.
In this special crossover of Property Insights with Mark Bouris and Broker Room podcasts, we are joined Yellow Brick Road Home Loans brokers and branch owners, Tom Haggie (YBR North Sydney), Effie Nicol (YBR Earlwood), and Mel Falanga (YBR Leppington), as they delve into the complexities of the current lending landscape. In this Roundtable Special, we explore:
- Challenges for First Home Buyers: Effie shares the common hurdles faced by first-time buyers and the importance of preparation and budgeting.
- The Significance of Pre-Approval: Understand why obtaining a pre-approval is a crucial step in the property buying process.
- Impact of Spending Habits: Mel discusses how lifestyle choices can affect loan approvals and offers tips for financial discipline.
- Decoding HEM: Learn about the Household Expenditure Measure (HEM) and its role in determining borrowing capacity.
- Supporting Self-Employed Borrowers: Discover the unique challenges self-employed individuals face and how brokers can assist.
- Role of Non-Bank Lenders: Mel highlights the flexibility and options provided by non-bank lenders for small business owners.
- Emerging Trends: Explore the growing use of self-managed super funds for property investment and refinancing opportunities
00:00:21 Introduction 00:03:48 Challenges for First Home Buyers 00:05:46 Importance of Pre-Approval 00:09:50 Spending Habits and Loan Approval 00:13:02 Understanding HEM and Borrowing Capacity 00:29:27 Self-Employed Borrowers and Loan Structures 00:47:38 Non-Bank Lenders and Their Role 00:48:52 Changes in Borrowing Trends 00:52:28 Self-Managed Super Funds and Refinancing -- Catch up on more episodes in the Property Insights podcast: https://yhomeloans.com.au/property-in... Chat with a YBR Broker: https://ybr.com.au/refinance-flagship... Get in touch with Yellow Brick Road: https://ybr.com.au/enquiry/ Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927.
See omnystudio.com/listener for privacy information.
Your Broker Room's host Glenn Mitchell is joined by Belinda Wright, Thinktank's Head of Partnerships and Distribution for Residential. Thinktank is Australia’s leading independent commercial property lender, offering borrowers a genuine alternative to the banks. Belinda brings with her 22 years’ experience in finance from her previous roles at Westpac, St. George Bank, ANZ and RAMS. Discover insights into the finance industry, the evolution of Thinktank, and the innovative White Label solutions offered by YBR Lending Solutions
-- Catch up on more episodes in the Property Insights podcast: https://yhomeloans.com.au/property-in... Chat with a YBR Broker: https://ybr.com.au/refinance-flagship... Get in touch with Yellow Brick Road: https://ybr.com.au/enquiry/ Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #YourBrokerRoom #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Nick Reily is a prominent figure in the Australian finance industry, currently serving as Head of Partnerships at OnDeck Australia who currently offer small business loans from $10,000 to $250,000. Nick's career in finance is marked by significant achievements and a unique background in professional sports, captaining the Australian Rugby Sevens team at the Commonwealth Games in 2006 and the prestigious Hong Kong Sevens a year later.
--
Catch up on more episodes in the Property Insights podcast: https://yhomeloans.com.au/property-in... Chat with a YBR Broker: https://ybr.com.au/refinance-flagship...
Get in touch with Yellow Brick Road: https://ybr.com.au/enquiry/
Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #markbouris #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Matthew Porch is the Head of Distribution at Aquamore Finance in Sydney. He has an extensive background in banking and finance, with a career spanning multiple financial institutions. Matthew specialises in commercial lending and non-bank financial solutions. Matthew’s leadership has significantly impacted Aquamore's growth, driving the company to become a prominent player in the commercial lending space. -- Catch up on more episodes in the Property Insights podcast: https://yhomeloans.com.au/property-in... Chat with a YBR Broker: https://ybr.com.au/refinance-flagship... Get in touch with Yellow Brick Road: https://ybr.com.au/enquiry/ Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #markbouris #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Damian Mantini is a prominent figure in the Australian asset finance industry, currently serving as the Head of Strategic Partnerships at Platform Finance. He has over 20 years of experience in sales and management, which has equipped him with a deep understanding of the asset finance landscape. Mantini has been instrumental in establishing and nurturing relationships within the sector, focusing on helping brokers identify growth opportunities and expand their customer base. -- Head to brokers.ybr.com.au if you're interested about joining our network. Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #markbouris #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Annie Kane is a prominent journalist and editor in the Australian financial sector, currently serving as the Managing Editor of The Adviser, a publication under Momentum Media that focuses on the mortgage broking industry. With over 14 years of experience in various media formats including print, digital, and broadcasting, she has established herself as a key figure in financial journalism. Annie is also the host of several podcasts such as Elite Broker, New Broker and In Focus podcasts.
For more info, head to https://brokers.ybr.com.au
Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927.
See omnystudio.com/listener for privacy information.
Frank Ganis is a Non-Executive Director on the Board of Directors at Yellow Brick Road Group. Frank has enjoyed a long and successful 40 plus year career in Banking and Finance, retiring from full time executive responsibilities in 2017 after 28 years at Macquarie Group, 17 years as Executive Director. He is recognised as a pioneer and influential industry leader in Australia and has fulfilled a broad range of responsibilities which include Chair and Board roles, management and oversight of global businesses and a member of regulatory, risk and compliance committees. Frank remains active in financial services as a Chair and Non Executive Director for various ASX and private companies in addition to numerous advisory and consulting roles. Frank is a Fellow of the Australian Property Institute (FAPI) and a Graduate of the Australian Institute of Company Directors (GAICD).
See omnystudio.com/listener for privacy information.
Jamie Hyndman is the founder & Tribe Leader at Tribe Financial. Jamie is a senior finance strategist, complex & commercial specialist, and a Vietnam Motorbike Adventurer. Previously Founding Director and Wealth Manager of Yellow Brick Road Rosanna, he is the founder of Tribe Financial.
Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #markbouris #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Effie Nicol is a highly experienced, multi-award winning Mortgage Broker devoted to using her wealth of industry knowledge to help ordinary Australians achieve their financial goals. Effie recently won the coveted Broker of the Year Award and the Best Customer Service Individual Award in the Adviser’s NSW/ACT Better Business Awards 2024.
She was previously recognised with the Yellow Brick Road Excellence Award for Individual Broker Partner of the Year in 2022 for her contribution to the industry and her approach to customer service. Effie takes the time to understand her customers’ individual needs and objectives and provides tailored advice and solutions to suit their current circumstances. She is a strong advocate for increasing financial literacy and loves to share her insights to help educate her customers.
--
Yellow Brick Road was founded by Mark Bouris to help Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia. For more information, visit www.ybr.com.au or call 1800 927 927. #markbouris #yellowbrickroad #homeloans
See omnystudio.com/listener for privacy information.
Robert Ward is the director of Premium Broker and a mentor to brokers. He is an experienced mortgage broker with 20+ years of experience, known for his exceptional industry knowledge and passion for finding the right loan.
Robert specialises in all facets of home lending, from helping first-time buyers to complex lending structures. He is also the co-founder of the Premium Broker Network.
--
Sarah Wells is a well-known expert in the mortgage and finance broking sector.
As a successful broker and industry coach with over 20 years of experience in finance and banking, she is often called upon to share her views with industry groups and the media.
Sarah's extensive experience allows her to help established brokers articulate their strategy, set priorities, and look for simple solutions to run efficient, profitable, and fun practices.
To learn more about YBR Home Loans, here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
'Even if they're OK now, they will remember you when they're not'.
With over 20 years of experience in the banking and finance industry, Aaron Hendrikson, CEO and founder of Best Interest Brokers, knows how to retain a client.
Aaron understands how to help people reach their financial goals and get them through challenges.
Sarah Wells is a well-known expert in the mortgage and finance broking sector.
As a successful broker and industry coach with over 20 years of experience in the finance and banking industries, she is often called upon to share her views with industry groups and the media.
Sarah's extensive experience allows her to help established brokers articulate their strategy, set priorities, and look for simple solutions to run efficient, profitable, and fun practices.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Tes is an award-winning BDM at Bankwest, “essentially the face of Bankwest” for
her brokers.
Sarah Wells is a well-known expert in the mortgage and finance broking sector.
As a successful broker and industry coach with over 20 years of experience in the finance and banking industries, she is often called upon to share her views with industry groups and the media.
Sarah's extensive experience allows her to help established brokers articulate their strategy, set priorities, and look for simple solutions to run efficient, profitable, and fun practices.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Gabrielle Aoun is the Senior Business Development Manager at ORDE Financial, a trailblazer in her field.
Join Sarah Wells and Gabrielle as we delve into the achievements of this exceptional individual, shaping the landscape of business development and leaving an indelible mark on the industry.
---
Sarah Wells is a well-known expert in the mortgage and finance broking sector.
As a successful broker and industry coach with over 20 years of experience in the finance and banking industries, she is often called upon to share her views with industry groups and the media.
Sarah's extensive experience allows her to help established brokers articulate their strategy, set priorities, and look for simple solutions to run efficient, profitable, and fun practices.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Where will you set up your business? How do you do it?
Dion Villiers and Mel Falanga are branch partners for Yellow Brick Road Leppington.
YBR Leppington won both the NSW & National Commercial Broker Group Partner of the Year Award at the 2023 YBR/VOW Commercial Conference, recognising the outstanding Commercial Finance activity of Branch owners Mel and Dion, as well as their incredible team - first time a YBR Branch has taken out the top award, given to the broker/branch with the most significant volume of settlements.
Mark Bouris, Dion and Mel discuss why they decided to go into the franchise business together, how they did it and how they've achieved success after leaving a career in banking.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Kevin Mangano is the Chief Digital Officer at YBR Group.
Kevin is responsible for the IT and Marketing functions across all the brands in the
company.
Kevin and Boban break down why big data and cybersecurity need to be on top of everyone’s minds in our industry, now more than ever.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Andy Fell is the Founder of GiFT631, a leadership and personal growth business that centres on helping people strive to reach their true potential.
Andy’s work is highly regarded for its S.P.A.C.E. principles.
His winning habits, routines, frameworks and achievement strategies are Simple, Practical, Actionable, Clear and Experience-based.
Before GiFT631, Andy spent almost 30 years in financial services in the U.K. and Australia, the last 20 years of which were in senior leadership positions at R.B.S., Nat West, St. George and Westpac.
To learn more about YBR Home Loans here
https://brokers.ybr.com.au/
See omnystudio.com/listener for privacy information.
Belinda Wright is Thinktank’s Head of Partnerships and Distribution for Residential, working alongside Peter Vala. Wright brings with her 22 years of experience in finance from her previous roles at Westpac, St. George Bank, ANZ and RAMS.
Thinktank is Australia’s leading independent commercial property lender, offering borrowers a genuine alternative to the banks.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
The RBA's rate hikes affected the residential lending sector and made buying property more expensive.
While some markets remain resilient, overall demand for residential lending decreases, posing challenges for brokers. Diversification of brokerage services could present opportunities to adapt and thrive.
Barry Saoud oversees Mortgage & Commercial Lending for Australia and New Zealand at Pepper Money, responsible for the strategic direction and performance in credit, product, sales, settlements, and operations.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Lee Prior is the National Distribution Executive at ORDE
Financial. Lee is an experienced Sales Leader in the mortgage industry. Skilled in
Business Planning, Operations Management and Sales Leadership,
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Glenn Mitchell has managed Vow Financial’s growth in the Commercial & Leasing sectors since 2014. He has watched the commercial broker share wallet increase from 15% to almost half the market share.
With more options for brokers outside the big four banks, brokers seek the benefits of a fintech lender for their clients.
Join Boban Jurisic and Glenn Mitchell to discuss why more brokers are considering fintech lenders.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Don't make it easy for perpetrators to take advantage of your client.
Fariha is the co-founder of Arise. She started Arise to make it easy for financial abuse
survivors to stand on their own feet and help them be part of their community. Fariha has
over 15 years of finance experience in multinational companies, and she currently consults
companies with their analysis and strategy.
Arise Foundation focuses on the empowerment and financial freedom of survivors of
financial abuse through no-interest loans, employment training and job placement wrap-
around support services and advocacy.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Private lending is on the rise in Australia.
It's important that you find the right private lender for your client.
Paul Munt is the Managing Director of LSH Credit Australia since Oct 2022.
Previously he was the Head of Group Operations at AltX; and Managing Director - Of Property Lending at Assetline Capital, as well as General Manager of the Lending Association.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Marie Boyagi is the head of strategic partnerships at Shift, which provides a credit platform for SMEs.
With over 20 years of experience in the finance industry, Marie shares incredible insight on building a successful career.
Join Boban Jurisic and Marie Boyagi to discuss property diversification, increasing customer dependency and market direction.
See omnystudio.com/listener for privacy information.
Boban Jurisic is the Chief Recruitment Officer at YBR Home Loans.
With a wealth of experience and a wide network, Boban understands the broker industry from the inside out.
Mark Bouris welcomes Boban Jurisic as the new host of The Broker Room.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Sonja Pfitz is the director of Pfitz Financial & Business Solutions with over 25 years of experience specialising in local and global funding solutions.
Pfitz Financial provides consulting services assisting SMEs throughout Australia to obtain the right financial solution to deliver their business strategies.
Sonja is also the National Upskill Lead - Women's Commercial Finance Forum (WCFF), a not-for-profit organisation, where she mentors and coaches the upcoming generation of women, working with lenders and the broking community to draw out relevant practices, skills and techniques and closing perception gaps.
With a membership of more than 870, the WCFF is a community of finance brokers that connects women and peers from across the commercial finance landscape.
WCFF is a supportive community where Women in Finance, Accounting and Business Advisory can build collaborative relationships and be mentored in Commercial Finance, Business Management and Leadership.
See omnystudio.com/listener for privacy information.
Steve Sampson returns to the Broker Room and is the newly appointed CEO of the non-bank lender Prime Capital.
Before joining Prime Capital, he developed a highly profitable third-party distribution channel for Bank of Sydney.
Now with Prime Capital, he is growing the company’s distribution of low-doc, non-resident, investor, SMSF and construction SME loans through aggregator partnerships.
Steve and I chat about how to climb the corporate ladder in the brokerage industry, identifying talent and his ambitions for 2023.
See omnystudio.com/listener for privacy information.
Yasmine Shah is the Chief Tribe Officer and Founder of Women's Commercial Finance Forum (WCFF) - run entirely by volunteers in the Commercial Finance Broking sector.
The WCFF was conceived in 2020 as a private Facebook Group exclusively for Female Finance Brokers specialising in serving Australian Business clients. With a membership of more than 870, the WCFF is a community of finance brokers that connects women and peers from across the commercial finance landscape.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
As a broker, you should never turn down free assistance.
In a part two discussion, Boban and Mark Bouris chat about the benefits of joining a broker franchise such as YBR and the different options available for people wanting to become a mortgage broker.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Boban Jurisic is the Chief Recruitment Officer for YBR Group who understands what makes a successful mortgage broker.
Boban and Mark Bouris discuss the benefits of joining a broker franchise such as YBR, and the different options available for people wanting to become a mortgage broker.
To learn more about YBR Home Loans here
https://yhomeloans.com.au/
See omnystudio.com/listener for privacy information.
Mandeep Sodhi launched Effi in July 2020 to disrupt the CRM space for brokers.
Effi is a software-as-a-service solution that aims to provide lead management, customer engagement and automation to the mortgage broking process.
The platform allows brokers to capitalise using the Effi system with a portal branded with their own personal branding.
See omnystudio.com/listener for privacy information.
Chelsea Deacon, the MFAA’s state Business Development manager for Victoria and Tasmania.
MFAA is your advocate for getting you into the broker industry.
Chelsea spent early in her career in commercial brokering, entered aggregation, and is now advocating for brokers.
We discuss how the MFAA helps you become a broker, who are the decision-makers and how to handle ethical dilemma’s when your client leaves certain information out.
See omnystudio.com/listener for privacy information.
Bridget Wallington is the State General Manager for the Mortgage Broker Distribution at Westpac.
With her experience spanning over 25 years in the finance industry, she has worked with Suncorp, Moneywise Global, and AMP.
Bridget’s appointment in July 2018 was Westpac’s third addition to the female state general managers leading its broking business on the eastern seaboard.
Mark and Bridget discuss managing the increasing workload brokers are finding themselves with, particularly with rising interest rates, and what a good business model and managing your client relationships.
See omnystudio.com/listener for privacy information.
Peter Wyszenko is the Managing Director of Pickle Finance Group.
Apickle specialises in lending unsecured business loans.
Unsecured business loans are becoming increasingly popular among Australian small businesses.
Peter and I chat about the apickle product, managing clients who have taken a hit over the last two years, making adjustments to their needs, and working closely with the Broker community.
See omnystudio.com/listener for privacy information.
Clive Kirkpatrick is the Executive Director of Bula Outsourcing - offering a range of service products, including broker servicing, loan processing and audits.
What began with about ten employees in July 2021, offering nearshoring services to clients in Australia and New Zealand, has grown six times the size.
Clive’s a successful executive with over 25 years of experience in banking and financial services.
Mark and Clive discuss why you need to maintain your networks as a broker, clearly identifying your strengths, forgetting about your weaknesses, and finding what makes you competitive in the brokerage industry.
See omnystudio.com/listener for privacy information.
Victoria Coster is the founder and CEO of Credit Fix Solutions, a licensed debt management firm established in 2013 to offer finance brokers education around credit reporting and repair services for clients.
Victoria is an award-winning entrepreneur and is well known in the finance broking industry as a trusted credit expert.
She has built a national company with Credit Fix Solutions, becoming the first credit repair company in Australia to obtain a License via ASIC.
Victoria and Mark Bouris discuss the challenge of reporting and repairing a client's credit and what is easy or a challenge for credit repairers.
See omnystudio.com/listener for privacy information.
Nick McGrath, CEO of one of Australia's most exciting non-bank lenders, Money Tech.
Businesses use Moneytech for their end to end lending requirements to companies of all sizes, including domestic and international requirements.
Nick McGrath and Mark Bouris chat about turning financial stress into an economic opportunity for your client, maximising your value add, and the importance of finance brokers and referral partners when supporting SMEs and your business.
See omnystudio.com/listener for privacy information.
Malcolm Withers is head of the commercial at Pepper Money.
With over 25 years of experience in the banking and broker market, Malcolm joined Pepper in 2019 to launch a new Commercial Lending Offer from Pepper to the market.
Malcolm and Mark Bouris chat about adding commercial lending to your skillset, finding underserved customers within the market, and how customers' needs differ between commercial and residential?
See omnystudio.com/listener for privacy information.
Sarah Wells, a WA-based broker who describes herself as a solutionist, delivers financial services traditional and tailored.
Sarah takes care of high-net wealth clients looking for advice and strategy in the long run.
Mark Bouris and Sarah discuss how to add value to your client and their key advisers, taking the time to do your research, and the extra mile to find ways to circumvent common inefficiencies in the broker world.
See omnystudio.com/listener for privacy information.
On the show today is Kama Atcheson, who holds the role of Head of Partnerships at Bizcap.
Bizcap provides small businesses with loans from as little as $5,000 – $1,000,000 with funds in the cleared account within 3 hours in Australia and New Zealand.
The fintech focuses on speed, delivery and turnaround.
In light of International Women's Day, Mark and Kama share advice for inspiring young women to enter the broker industry.
See omnystudio.com/listener for privacy information.
Steve Sampson is the chief commercial officer, a newly created role for the non-bank lender, Prime Capital.
With 20 plus years behind him, Steve has extensive industry and aggregator experience.
Prime Capital has charged Steve with assisting more SMEs in finding a loan where the banks can’t or won’t at Prime Capital.
Steve and Mark discuss why SME’s are turning to non-bank lender’s, how brokers can provide expertise to the marketplace and why Steve is bullish about the next couple of years.
See omnystudio.com/listener for privacy information.
On the show today is John Mohnacheff – Group Sales Manager at non-bank Liberty.
Since his time as group sales manager, John has helped many people get financed while being completely broker-centric.
Liberty is a champion of diversification and a true leader in non-bank lending.
Mark Bouris and John discuss 2022 broker market competition and things to consider if COVID has impacted your clients borrowing capacity.
See omnystudio.com/listener for privacy information.
Stephen Mitchell – founder and CEO at Oak Capital, is a highly respected individual in the mortgage industry.
Since the inception of Oak in 2013, the specialist mortgage lender has been providing unique differences for brokers to access.
Mark Bouris and Stephen Mitchell discuss how to invest in a borrower, flexible lending, future credit impairment and what this means for your clients and their borrowing capability?
See omnystudio.com/listener for privacy information.
Judo Bank is a purpose-built lender for small to medium business lending.
Today’s guest is George O’Beid who is the Chief Third Party, Officer Judo Bank.
George and Mark Bouris discuss the outlook for Aussie SMEs as we move through the pandemic, into recovery and “COVID normal” and finding the right banker to work alongside.
See omnystudio.com/listener for privacy information.
One of our most valuable assets is our time.
Many brokers mistake overlooking the value of giving back to the local community.
Mark Bouris is joined by Justin Delanty, the founder and CEO of Lending4U in Tasmania’s Devonport, to discuss how to find benefit in community involvement.
They also discuss how to launch a successful mortgage business if you're considering leaving a big organisation.
See omnystudio.com/listener for privacy information.
It's essential to understand the property market direction as a mortgage broker.
Today's guest is Greville Pabst, one of Australia's leading property advisors.
You might recognise Greville from The Block auctions, appearing on the show as part of the buyer's jury and advising contestants on how to best renovate for the location demographic.
He's studied the Melbourne market for 35+ years as a leading valuer, investor and advisor.
Mark Bouris and Greville discuss the Melbourne market, building a broker portfolio, and making the most of the booming housing market.
See omnystudio.com/listener for privacy information.
Michael Russell is the managing director of the national mortgage broking franchise, MoneyQuest.
As the former head of Choice (previously Mortgage Choice), Russell understands how to build and sustain a strong franchise network, and maintain longevity.
Mark and Michael discuss the critical role mortgage brokers play post-COVID lockdown and recovery.
Transitioning from a mortgage broker role to running a broking business and why there's a huge opportunity to get ahead using the oldest trick in the book.
See omnystudio.com/listener for privacy information.
Dion Villiers and Mel Falanga run their own YBR Franchise down in Leppington in Southwest Sydney.
Dion, had an extensive career with Westpac for 31 years, and Mel had nearly ten years with Westpac and five years at St George, before they decided to become mortgage brokers.
Dion and Mel share with Mark what got them to consider a change? What are the pros and cons of joining a franchise, such as the YBR family?
See omnystudio.com/listener for privacy information.
Aaron Milburn has an extensive background in banking.
He’s held senior roles at Bankwest, Citibank, St George and Westpac and most recently was General Manager Mortgages and Commercial Lending at Pepper Financial.
Mark and Aaron discuss why brokers are integral to the industry, the current market and the impact on mortgage broker businesses and, how brokers can improve efficiencies and systems.
See omnystudio.com/listener for privacy information.
Cory Banister is the Senior Vice President and a chief lending officer at Latrobe financial.
Bannister started his journey with La Trobe Financial more than 20 years ago, working in various roles, including lending manager, portfolio manager, and executive head of distribution.
Mark and Cory discuss the current market and the impact on mortgage broker businesses and lenders. Are we seeing business volumes increase or decrease, and does Cory foresee any future changes to lender appetite?
See omnystudio.com/listener for privacy information.
Peter White is the managing director of the Finance Brokers Association of Australia (FBAA).
FBAA plays a key role in representing, educating and supporting more than 8500 brokers across the country.
As managing director, Peter has vast experience in banking and finance and is based up in Brisbane, Queensland.
See omnystudio.com/listener for privacy information.