Broker Capital

Simon Lewis
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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. 20h ago

    Scaling Smarter: Systems, Teams and the Future of Broking with Christian Patterson

    In this episode, Christian Patterson, founder of Auctus Coaching, unpacks the systems, processes and strategies mortgage brokers need to scale efficiently and sustainably. Drawing on his own journey from writing loans to coaching brokers across the country, Christian explains why the wheels have to keep moving when you're not around, and how the right technology, team structure and marketing approach make that possible. The conversation covers building and scaling a support team, choosing the right aggregator and software stack, setting realistic targets for new brokers, and the case for charging engagement fees to build genuine client loyalty. Christian also shares the common mistakes brokers make in their first year, and where he sees the industry heading as AI and open banking reshape the way brokers work. As Christian puts it, "we're not reinventing the wheel, just making it go faster", a practical, no-nonsense look at turning a broking business into something that runs with or without you. Whether you're a new broker or established looking to break through a growth ceiling, this episode is packed with actionable insight on doing more with less.

  2. Aug 4

    Broker Coach Sam Panetta & Simon Lewis Answer 32 Questions About Growing a Brokerage in 2026

    Sam Panetta grills a huge tomahawk steak with Simon Lewis while they answer 32 questions about mortgage broking growth in 2026. Sam has scaled and sold a large mortgage brokerage and is now one of the leading experts in broker growth in the industry. He is also the Founder of Broker Coach, business coaching for brokers who want to write $10M per month or more. Questions: 00:37 – The process of acquiring a loan book, step by step 02:46 – What made you want to become a coach? 03:56 – What makes a quality book purchase? 05:23 – How critical is a niche, and what's a good example? 06:54 – The most important things to look for in a mortgage book 08:10 – The easiest way for brokers to do more marketing 09:45 – Where are loan book multiples trading right now? 10:57 – Does your content need to be polished, or is casual fine? 12:23 – What multiple is too high to pay for a book? 13:40 – How much does personal development drive business growth? 14:48 – How to build the most valuable book for sale 15:42 – What separates a $10M/month broker from a $4M one? 17:18 – The biggest red flags when buying a mortgage book 18:57 – The bad habits brokers need to break to succeed 20:00 – Best practice for retaining clients after buying a book 21:07 – When should a broker hire their first loan writer or admin? 22:27 – Can brokers value a book themselves, or is a professional valuation needed? 23:21 – What does a high-performing broker's week look like? 24:13 – Client loss when buying a book: what's typical, and how to protect against it 25:29 – The best client retention strategies you've seen 26:22 – Which metrics should brokers track, and which should they ignore? 28:42 – Borrowing against a mortgage book: how much can you borrow, and on what terms? 29:15 – What do brokers underestimate about the cost of growth? 29:59 – Do many brokers actually borrow to grow their business? 31:57 – Do you work with brand new brokers? 33:31 – The smallest broker and the largest deals you work with 33:36 – One change in the next 90 days for the biggest return 34:34 – Factoring clawback into price, and protecting against it 36:22 – Do you need a certain personality to be a successful broker? 37:19 – What do you know now that you wish you knew starting out? 39:05 – What do you wish you'd known when you got started? 40:23 – The future of the mortgage broking industry 41:17 – Where's the industry headed over the next 5 years? Sam Panetta, Broker Coach: https://brokercoach.com.au/ Simon Lewis, Broker Capital: https://brokercapital.com.au/

  3. 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/

  4. 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.

  5. 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/

  6. 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"

  7. 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/

  8. 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

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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
    15
  • Rating
    Explicit
  • Copyright
    © 2026 Simon Lewis

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