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Elite Broker Podcast - Mortgage and Finance - The Adviser

In Focus: How green lending is saving money and the planet Video podcast: Scaling to $300m+: How Justin Picker built a 20-person broking engine Video podcast: What’s Making Headlines – Are clawbacks out of control? In Focus: How Australia’s biggest bank is working with brokers Video podcast: How Kirsty McKinnon writes a loan a day from a cottage office Video podcast: What’s Making Headlines – Is today’s mortgage burden worse than in the 90s? VIDEO PODCAST: Fighting fires and financing excavators – How James Allan is writing millions in heavy machinery asset finance Video podcast: What’s Making Headlines – Mortgage fraud storms and the FY27 shock waves Video podcast: How this Bendigo broker established a successful regional business Video podcast: What’s Making Headlines – The shocking SMSF property lending ban Video podcast: New Broker – How a regional broker wrote 150 loans in his first year Video podcast: What’s Making Headlines – Is this peak cash rate? New Broker – Top advice from the New Broker Academy 2026 What’s Making Headlines – Broker market share smashes the 80% ceiling In Focus: How short-term lenders can help brokers ride the storm Video podcast: New Broker – How this new broker carved out her niche Video podcast: What’s Making Headlines – A new era for the FBAA In Focus: How brokers can help connect the dots in the borrowing crunch Video podcast: How WA’s Editor’s Choice winner is building a property investment powerhouse Video podcast: What’s Making Headlines – Mortgage fraud arrests In Focus: Why EOFY is the perfect business catalyst for brokers New Broker – How BLANK Financial is supporting new brokers Video podcast: What’s Making Headlines – Budget reforms strike serviceability In Focus: How brokers can navigate the ‘rocky’ economic horizon Video podcast: How Melissa Burt dedicates herself to first home buyer education What’s Making Headlines: The budget’s billion-dollar property shake-up In Focus: Unpacking the biggest housing tax shake-up in decades New Broker – The secrets to building a solid client book fast Video podcast: How Amol Khuntale is harnessing AI to write 700+ loans a year Video podcast: What’s Making Headlines – Rate hike tightens the screws on borrowers In Focus: The headwinds and opportunities in SME lending Video podcast: What’s Making Headlines – Finsure terminates agreement with Hai Money Video podcast: From intelligence analyst to Editor’s Choice: How Kit Johnson declassifies the mortgage world Video podcast: What’s Making Headlines – Brokers slam major bank’s retention strategy In Focus: Why deposit bonds belong in your toolkit New Broker – Taking the leap into broking without writing a loan Video podcast: What’s Making Headlines – Mortgage fraud fears intensify across the industry In Focus: Why cash flow now matters more than ever Finalist Showcase: Building sustainable broker businesses through strong mentorship Video podcast: What’s Making Headlines – Can open banking be the fix for mortgage fraud? In Focus: Scaling your brokerage through strategic outsourcing Video podcast: From $30k in his first year to scaling a high-volume brokerage on the Sunshine Coast Video podcast: What’s Making Headlines – How fuel security fears are changing the economic outlook Video podcast: How this broker leads WA’s best boutique non-franchise office Video podcast: What’s Making Headlines – Can households handle higher rates? In Focus: Accelerating mortgages through technological innovation Video podcast: What’s Making Headlines – RBA rate call fallout and what happens next In Focus: How Bankwest is innovating the broker experience Video podcast: Bridging the finance gap for modular and tiny homes
Video podcast: From banker to broker: How Daniel Liao writes 290 loans a year while finding ‘zen’
Annie Kane · 2026-05-05 · via Elite Broker Podcast - Mortgage and Finance - The Adviser

17:49 PM, 5 May 20263 min read

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The leap from corporate banking to mortgage broking often promises more freedom, but for many, it leads to a “lonely” home office and a bottleneck of paperwork. Not for Daniel Liao.

Since making the switch, the South Brisbane-based broker has meticulously engineered a business that allows him to manage massive volume without sacrificing his sanity or his values.

In this episode of Elite Broker, host Annie Kane catches up with the Mortgage Choice broker to discuss how he has scaled his operations to handle nearly 300 loans a year as a sole broker. He shares the importance of breaking and rebuilding processes, why he focuses on a specific investor niche, and how he stays sharp in a high-pressure industry.

Tune in to find out:

  • How he utilises a team of offshore and onshore credit analysts to reduce bottlenecks.
  • How he’s able to cherry-pick the types of clients he works with.
  • The way he integrates open banking and AI tools to deliver a “blueprint to wealth”.

And much more!

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