Broker Daily Podcast Network

Business Accelerator: Reimagining the modern brokerage


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In this week's episode of Business Accelerator, hosts Alex Whitlock and Jason Back unpack what innovation really means for modern mortgage brokers and why it goes far beyond apps, AI or the latest tech.

The conversation explores how broking businesses have evolved over the past decade, from paper-based fact finds and face-to-face meetings to digital onboarding, workflow automation, and omnichannel client experiences. Back outlines the five key innovation zones – customer experience, process and productivity, marketing, people, and technology – and explains why the most successful brokers are redesigning their businesses, not just speeding them up.

The duo then examine the operational realities of scaling, the pitfalls of poorly implemented offshoring, and why automation should support strategy rather than replace it. They also challenge brokers to identify their biggest client pain points, question long-held habits, and adopt a mindset of continuous small improvements rather than chasing grand overhauls.

Tune in to hear why innovation is less about working harder and more about asking better questions, and how even one small weekly refinement could reshape the trajectory of your brokerage.

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Broker Daily Podcast NetworkBy Momentum Media


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