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Podcast for Mortgage Professionals

Spotlight: Where lending is heading next VIDEO PODCAST: Time to rethink clawbacks? Business Accelerator: Fortune favours the change – How brokers thrive in an uncertain market Spotlight: Inside the next wave of broker technology VIDEO PODCAST: Opening up open banking The Broker Show: Now is the time for broking outside the box Business Accelerator: Building your brokerage’s digital backbone VIDEO PODCAST: FOMO in finance and the post-budget scramble Finance Specialist: One SMSF door closes, another opens Business Accelerator: What is your calendar really costing you? VIDEO PODCAST: What now for SMSF lending? Finance Specialist: The cash flow conversation that could change everything Business Accelerator: How to make EOFY more than a tax deadline Spotlight: Why the future of broking starts with the CRM VIDEO PODCAST: SMSFs thrust into housing tax debate Business Accelerator: AI can make you faster, but can it make you unique? Spotlight: The MFAA on the currency of trust and future of broking VIDEO PODCAST: Why are property buyers hitting pause? Business Accelerator: Top-down or bottom-up – Where does broker innovation come from? VIDEO PODCAST: The AI experiment happening inside every brokerage Business Accelerator: David v Goliath – Can small brokerages beat the giants? VIDEO PODCAST: The generational shift at the heart of Australia’s property market Business Accelerator: The uncomfortable truth about broker referral relationships VIDEO PODCAST: Gearing up for the post-budget property market Finance Specialist: The pipeline illusion in SME broking Business Accelerator: Building a lead generation machine without automating away trust Spotlight: How CBA is helping brokers navigate the new era of lending VIDEO PODCAST: Unpacking the new budget reality for property investors Spotlight: What will the housing tax reforms actually achieve? Business Accelerator: Becoming a true credit adviser VIDEO PODCAST: Budget day preview Finance Specialist: Organic growth v acquisition strategies Business Accelerator: Adapting to the ‘inflection point’ of modern broking VIDEO PODCAST: Rates, risks, and the investor squeeze Finance Specialist: Why deals fail and how to win Business Accelerator: What broking’s past can teach today’s business owners Spotlight: Judo Bank maps the next phase of SME growth VIDEO PODCAST: Inside Australia’s shrinking affordable housing market Finance Specialist: Is the property market doom or boom? Business Accelerator: Why AI will redefine brokers – not replace them Spotlight: Short-term capital, long-term outcomes with Msquared Capital VIDEO PODCAST: Offshoring, efficiency, and the evolving broker model Business Accelerator: Stop fixing problems – start fixing systems Spotlight: How brokers can square speed with complexity in commercial deals VIDEO PODCAST: Brokers on the frontline as fraud risks evolve Finance Specialist: What smart brokers should do in the next 30 days Business Accelerator: Why $100m isn’t the win you think it is Spotlight: How a new aggregator is opening the door to commercial VIDEO PODCAST: How Australia’s property market is splitting under pressure Finance Specialist: What separates a good BDM from a great one Business Accelerator: Beat the competition by competing differently VIDEO PODCAST: Where opportunity hides when the market slows Finance Specialist: How brokers win when credit tightens Spotlight: How specialist lending has evolved from niche to necessity Finance Specialist: How the broker proposition is changing amid an uncertain economy VIDEO PODCAST: How uncertainty is reshaping Australia’s property market
Finance Specialist: Building your first 90 days in SME finance
Robyn Tongol · 2026-06-22 · via Podcast for Mortgage Professionals
Finance Specialist: Building your first 90 days in SME finance

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For brokers looking to expand beyond residential lending, SME finance can offer significant opportunities. But making the transition successfully requires more than simply adding new products to your toolkit.

That transition was the focus of this week’s Finance Specialist, where Liam Garman and Trent Carter explored what it takes to build a successful foundation in SME finance, from choosing a niche and developing technical expertise to building referral networks and understanding the needs of business owners.

The pair discuss why new SME brokers should resist the temptation to do everything at once, how existing client relationships can create new commercial opportunities, and why asking the right questions is often more valuable than having all the answers.

From finding your first deal to building long-term credibility, this episode explores the practical steps brokers can take to establish a strong foundation in SME finance.

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