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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:
๐ Building a brokerage from scratch (and the early challenges nobody warns you about)
๐ผ Using LinkedIn to land clients, not just likes
๐ Hiring, training & retaining an offshore support team
โ๏ธ The tech stack every broker should know about
๐ Why paid consultations attract serious clients
๐ฎ The future of mortgage broking & industry consolidation
A few gems from Aidan:
๐ฌ "Leads are everything in mortgage broking"
๐ฌ "A hook should stir emotion and tease value"
๐ฌ "Paid consultations attract serious clients"
By Simon LewisHow 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:
๐ Building a brokerage from scratch (and the early challenges nobody warns you about)
๐ผ Using LinkedIn to land clients, not just likes
๐ Hiring, training & retaining an offshore support team
โ๏ธ The tech stack every broker should know about
๐ Why paid consultations attract serious clients
๐ฎ The future of mortgage broking & industry consolidation
A few gems from Aidan:
๐ฌ "Leads are everything in mortgage broking"
๐ฌ "A hook should stir emotion and tease value"
๐ฌ "Paid consultations attract serious clients"