Broker Capital

Morgan Owen built Penny Finance from nothing, no banking background or industry experience, to $160M in annual loan volumes. Then the wheels came off. In this episode, Morgan shares the raw truth behind rapid growth: the partner buyout, the broken business, the painful reset, and how she rebuilt smarter. From her custom CRM and AI-driven lead nurture systems to her obsession with visibility and au...

Are mortgage brokers only a few years away from being replaced by AI? In this episode, Financial Adviser Arkadiusz Bryl explains why "relationship brokers" who offer holistic, strategic advice are the ones AI can't touch and how partnering with licensed advisers lets you serve clients (and earn) in ways lending alone never will. Simon sits down with Arkadiusz to unpack the real mechanics of buildi...

How do you build a mortgage brokerage from zero to 700+ clients and $220M in annual loan volume with no onshore staff and a team of 4 in the Philippines? Aidan Hartley, founder of refinance.com.au , breaks down exactly how he did it. In this episode, Aidan gets real about the journey, from his early days grinding at a bank to building a brokerage many people dream of. We dig into the marketing pla...

How does a mortgage broker settle $37 million a month without spending a dollar on ads? In this episode, Joseph Daoud, founder of It's Simple and one of Australia's leading mortgage brokers, breaks down exactly how he built his business from scratch by ignoring the playbook most brokers follow. Joseph specialises in self-employed clients, a segment most brokers avoid because it's harder. That choi...

If you're a mortgage broker who knows you should be doing more marketing but don't know where to start, this episode is for you. Simon Lewis sits down with Marcus Vella, founder of Mober, a specialist marketing agency for mortgage brokers, to break down exactly what's working right now and how to build a repeatable system that doesn't take over your life. In this episode we cover: ▶ The best marke...

Jason Back is the founder of Broker Essentials and one of the industry's most experienced coaches. In this conversation he unpacks what it actually takes to grow a mortgage broking business, from your first hire to building a team that scales. Jason covers the frameworks he's used with hundreds of brokers, including how to hire slow and fire fast, why most brokers are selling to the wrong audience...

Paul Smith is the founder and Managing Director of Yield Business Brokers, one of the largest marketplaces for buying and selling trail books in Australia. The market for trail books and mortgage brokerages is moving faster than most people realise. Sales are happening quickly, prices are being pushed higher, and the pool of buyers is bigger and more competitive than ever. In this interview, Paul...

The mortgage broking industry is evolving faster than ever, and AI's impact is just the tip of the iceberg. Ruan Burger, founder of Success and Broker, dishes out powerful insights on how brokers can future-proof their business today by focusing on human connection, smart structuring, and behavioral habits. If you're feeling overwhelmed by industry changes or unsure of your next move, this episode...

Build a powerhouse mortgage-broking team without wasting time or money. Joe Shepard, founder of Fin Talent, reveals insider strategies on how to hire smarter, scale faster, and create a sustainable business in a saturated industry. Whether you're an established broker or just starting out, this episode will transform the way you think about recruitment, team growth, and industry longevity. You’ll...

What separates the brokers writing $20M+ per month from everyone else? After speaking with hundreds of top performers across the industry, I've noticed 10 traits they almost all share and it's striking how consistent they are. From their motivations and mindset to their habits and how they invest in themselves, these brokers aren't just chasing numbers. They're building something bigger. In this v...

Most mortgage brokers are focusing on the wrong thing... The real key to growing a successful business is genuine relationships that fuel unstoppable growth. Katie Thomas, founder of Australia's top-ranked referrers and clients. Katie Thomas, Founder of Focus Finance, reveals how authentic connections and a relentless focus on relationship-building can scale your business to billion-dollar levels,...

Justin Picker is the founder of Picker Financial Solutions, a brokerage settling $25-30M per month with more than 20 employees. Justin explains: How he build his business from scratch His tech stack How he's built a team onshore and offshore When to hire staff How to find team members How to pay brokers How he does marketing How much he reinvests in the business vs taking profits Where the mortgag...