Broker Capital

Simon Lewis

Real conversations with the mortgage broking industry's top performers. Broker Capital uncovers what's actually working right now, from building a high-performing team to scaling your loan book without burning out. If you're serious about growing a bigger, better brokerage, you're in the right place.

  1. Jul 21

    Ben Robinson: Writing $260M/yr with the Trusted Adviser Model

    The next era of broking won't be won on rate. Ben Robinson's argument is that the brokers who matter in five years will be the ones clients treat as advisers, the people who understand the numbers well enough to tell them what to do, not just what's available. Ben is a partner and director at Flint and the lead strategist behind its regional client growth. He came into broking from accounting, and it shows in how he works: he reads a client's financial position the way an accountant does, then structures the debt around where they're trying to end up over the next decade rather than around the transaction in front of him. That's why complex investors; professionals, business owners, people with layered entity structures, keep finding their way to him. In this episode we cover: - Why an accounting background is broking's most underrated edge, and what most brokers miss when structuring for investors - Moving from rate broker to strategic adviser: what actually has to change in how you run client conversations - Why complex clients are the most defensible niche in the industry, and how to build the capability to serve them properly - Writing $265m a year: scaling deliberately rather than fast Organic marketing and social authority in a crowded market - The AI and tech Ben uses to strip out admin and buy back time for client work Ben Robinson on LinkedIn https://www.linkedin.com/in/ben--robinson/ Simon Lewis on LinkedIn https://www.linkedin.com/in/simonlewisbrokercapital/ Broker Capital https://brokercapital.com.au/

  2. Jun 16

    Morgan Owen: From Breaking her Business to $160M/yr in Home Loans

    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 authentic storytelling, this is a masterclass in building a brokerage that lasts. You'll learn: → Why zero banking experience was actually her edge → What "breaking your business" really costs and how to come back → How content and visibility beat traditional marketing → The tech stack powering her business → Why the most visible brokers will win the next decade If you're an ambitious broker tired of chasing rates and leads, Morgan's story will save you years of trial and error. Follow Morgan on Instagram: https://www.instagram.com/_pennyfinance/ 🔔 Subscribe for weekly conversations with Australia's sharpest minds in mortgage broking.

  3. Jun 7

    Why "Relationship Brokers" Will Survive AI (And the Rest Won't)

    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 building a bigger, more defensible brokerage: nailing your ideal client profile, using educational content to pull in clients organically, reinvesting "lazy capital" to scale, and spotting hidden upside in acquisitions, including the deal where a single client's commercial loan paid for the entire acquisition. If you're serious about growing a brokerage that lasts, this one's essential. Arkadiusz Bryl is a financial adviser on a mission to rewire how people think, feel and talk about money. He's the Founder & Financial Adviser at Real Knowledge / Diverse Solutions and a partner at Strategic Investment Group. Arkadiusz on LinkedIn: https://www.linkedin.com/in/arkadiuszbryl/ Simon on LinkedIn: https://www.linkedin.com/in/simonlewisbrokercapital/

  4. May 26

    Solo Mortgage Broker + 4 Offshore Staff Writes $220M/yr

    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 playbook that works for him (yes, LinkedIn included), how he built and trained an offshore team that runs like clockwork, the tech stack keeping it all together, and where he thinks the industry is heading as the big players keep consolidating. If you're a broker trying to scale, or just curious how a modern mortgage business really operates, this one's packed with takeaways. What we get into: 🏠 Building a brokerage from scratch (and the early challenges nobody warns you about) 💼 Using LinkedIn to land clients, not just likes 🌏 Hiring, training & retaining an offshore support team ⚙️ The tech stack every broker should know about 📈 Why paid consultations attract serious clients 🔮 The future of mortgage broking & industry consolidation A few gems from Aidan: 💬 "Leads are everything in mortgage broking" 💬 "A hook should stir emotion and tease value" 💬 "Paid consultations attract serious clients"

  5. May 12

    Joseph Daoud: The Mortgage Broking Secret No One Talks About

    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 choice became his edge. Today his team processes over $30M in loans monthly, driven entirely by organic inbound and referrals. In this conversation, we cover: - Why chasing leads is a losing game, and what to build instead - How to use organic social media to generate consistent inbound applications - The role of transparency and genuine rapport in winning self-employed clients - Tech stack and workflow tools that protect client data and save hours - Why 47% of new brokers quit in year one, and what proper training looks like - How to specialise in commercial deals and complex scenarios without burning out If you're a new broker trying to survive your first year, or an experienced one looking to scale without sacrificing quality, Joseph's approach is worth your time. Follow Joseph here: LinkedIn https://www.linkedin.com/in/joseph-daoud/ Instagram https://www.instagram.com/itssimplefinance/ Follow Simon here: LinkedIn https://www.linkedin.com/in/simonlewisbrokercapital/ Insagram https://www.instagram.com/simonlewis_brokercapital/

  6. May 1

    How Mortgage Brokers Should Be Marketing in 2025 (Content, Ads & More)

    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 marketing tool or approach working for mortgage brokers right now ▶ What equipment and setup you actually need to start creating content ▶ How scripted your videos need to be (the answer might surprise you) ▶ The easiest repeatable process for generating video ideas consistently ▶ Which platforms brokers should be on and where to start ▶ TikTok vs Instagram, which one is right for brokers ▶ The best approach to Meta ads and the exact process Marcus uses Whether you're just starting out with content marketing or looking to sharpen your paid strategy, Marcus delivers practical no-nonsense advice you can implement immediately. 🎧 Also available on Spotify and Apple Podcasts — search Broker Capital 👉 Connect with Marcus Vella and Mober: https://www.mober.co/ 👉 Learn more about Broker Capital: www.brokercapital.com.au

  7. Apr 24

    Jason Back: How to Scale a Broking Business (Team, Marketing & Tech)

    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, and the marketing channels worth your time in 2025. Whether you're a sole operator or leading a growing team, this one's packed with practical moves you can action this week. What's covered: → When and how to make your first hire → Building a staffing plan around loan volume → Marketing that reaches audiences, not just one client at a time → Optimising your CRM and tech stack → Why curiosity is still the most underrated sales skill Chapters 00:00 From Broker to Coach: Jason Back's Journey 02:55 Understanding the Ideal Client: Who Benefits Most? 05:44 Navigating Broker Tech: CRMs and Tools for Success 08:32 The Importance of Choosing the Right Aggregator 11:40 Building a Team: When and How to Hire 14:10 Recruitment Strategies: Finding the Right Fit 17:06 Marketing and Lead Generation: What Works? 20:02 Sales Strategies: Improving Conversion Rates 25:57 Marketing Strategies in Broking 31:02 The Role of Marketing Agencies 32:45 Broker Business Models: PAYG vs Commission 36:49 Reinvestment vs Profit Taking in Growth 39:17 Engagement Fees and Fee for Service 40:54 Common Mistakes for New Brokers 44:03 City vs Regional Broking 46:16 Future of the Broking Industry 48:30 Lessons Learned from Experience Broker Capital is Australia's specialist lender for trailbook loans. If you're buying, selling, or leveraging a trail book, visit brokercapital.com.au

  8. Apr 17

    Understanding the Trailbook Market with Paul Smith

    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 pulls back the curtain on what's really driving the market, what determines value, who's buying and why, how acquisitions are being financed, and the mistakes sellers make that cost them. If you're thinking about buying or selling a trail book, or you just want to understand where the market is heading, this one is worth your time.

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About

Real conversations with the mortgage broking industry's top performers. Broker Capital uncovers what's actually working right now, from building a high-performing team to scaling your loan book without burning out. If you're serious about growing a bigger, better brokerage, you're in the right place.

Information

  • Creator
    Simon Lewis
  • Years Active
    2026
  • Episodes
    13
  • Rating
    Explicit
  • Copyright
    © 2026 Simon Lewis