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.

Episodes

  1. 14h ago

    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/

    1h 7m

  2. 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"

    55 min

  3. 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/

    1h 8m

  4. 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

    1h 15m

  5. 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

    50 min

  6. 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.

    52 min

  7. Apr 10

    Coach Ruan Burger Shares His Formula for Broking Success

    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 delivers fresh strategies to not only survive but thrive in a transforming landscape. This episode matters if you're a broker or business owner who refuses to get left behind. Whether you're solo or leading a large team, you'll walk away with crystal-clear steps to streamline your operations, deepen client relationships, and position your business for long-term success. Don't just navigate industry change, lead it with proven frameworks and behavioral insights that turn challenges into opportunities.

    44 min

  8. Apr 3

    How to Build an Elite Broking Team with Joe Shephard

    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 learn practical frameworks for identifying the perfect first hire when you’re at $3 million monthly volume, and how to avoid common pitfalls like paying too little or hiring the wrong personality. Joe explains why offshore talent might be your secret weapon in scaling efficiently, saving costs, and maintaining a local touch. He breaks down the key roles every broker should consider: from offshore para brokers to onshore ops managers with mortgage broking certifications, plus the real costs involved in attracting top-tier talent. Joe also exposes the nuances between PAYG and commission-only models, revealing how to align incentives, motivate high performers, and retain long-term staff. If you want to avoid the “golden handcuffs” and unlock high-value, flexible talent, you need to hear this. If you’re serious about building your team, increasing your revenue, and dodging pitfalls, this masterclass will give you the tools and mindset shift you need. I'd really appreciate your support! Please like and subscribe.

    39 min

  9. Mar 13

    10 Things Brokers Writing Over $20M/mth Have in Common

    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 video, I break down all 10 traits and why they matter if you're serious about taking your broking business to the next level. If you watched this and thought "that's me", Broker Capital was built for you. We help high-performing brokers access the capital they need to build faster.

    7 min

  10. Mar 13

    How Katie Thomas Writes $1B/yr in Home Loans

    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, without paid ads or gimmicks. In just three years, Katie’s team has punched through industry norms, writing over a billion dollars annually, by doubling down on real human connections rather than marketing tricks. She shares how she organically built a nationwide network from scratch, leveraging the power of trust, authenticity, and deep client understanding, showing that success isn’t about tech or paid marketing but about people. You'll discover: - How Katie crafts vast referral networks purely through genuine relationships, not paid leads or ads - The mindset shifts that transform clients into lifelong partners and your strongest ambassadors - Why personal authenticity and relatability are your greatest assets in building an unstoppable brokerage - The role of surface-level tech versus organic growth and how to maximize your existing relationships - The future of broking, how AI, digital tools, and human connection will shape the industry This is a new channel and I need your help. Please like and subscribe!

    52 min

  11. Feb 27

    How to Write $30M/mth with Justin Picker

    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 scratchHis tech stackHow he's built a team onshore and offshoreWhen to hire staffHow to find team membersHow to pay brokersHow he does marketingHow much he reinvests in the business vs taking profitsWhere the mortgage broking industry is going

    43 min
  • 11 Episodes

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
    2K
  • Episodes
    11
  • Rating
    Explicit
  • Copyright
    © 2026 Simon Lewis

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