LVR Podcast

In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze, along with guest Trent Carter from Provident Lending  Business Solutions, delve into the pathways for mortgage brokers to integrate commercial lending into their businesses.

They address common barriers such as time management and knowledge gaps, and explore strategies for success in commercial lending. The conversation provides valuable insights on...

Welcome to another episode of the LVR Podcast, where we're excited to have Michael Payne from Pinnacle Brokers join us. Transitioning from banker to broker, Michael's journey is nothing short of inspirational. We delve into the motivations, challenges, and triumphs that Michael encountered on the path to becoming a self-employed broker. This episode is a must-listen for anyone interested in the intricacies of making a sig...

In the ever-evolving landscape of the mortgage industry, establishing a strong professional identity and brand is paramount for mortgage brokers seeking to distinguish themselves from the competition. Sergio Stefano, a forward-thinking broker, has demonstrated the transformative power of social media in achieving this goal.

By strategically leveraging platforms like Facebook, Instagram, and LinkedIn, Sergio has not only e...

This episode of the LVR Podcast delves into the crucial aspects of any successful mortgage broking business: Lead flow, Deal flow, and Work flow.

Key insights:

• The importance of streamlined workflow, dealflow, and leadflow for mortgage brokers.
• How technology can automate tasks and improve efficiency.
• The need for customisation to ensure systems reflect brand identity and client experience.
• The ongoing role of human inter...

The rise of Artificial Intelligence (AI) has ushered in a new era in broking (and every other industry, let's be honest), transforming how we navigate and redefine our industry norms. While it's fascinating to witness the exponential growth AI can bring, we want to take a look at Emotional Intelligence (EI/EQ), and what every broker should be mindful of.

Amidst this technological renaissance, if you will, Marissa and Ruan ...

Are you juggling a busy career while trying to maintain a healthy work and family balance? We've all been there, and sometimes it feels like there's no time for a breather. In our latest episode of the LVR Podcast, our hosts, Ruan and Marissa, explore a crucial topic that's relevant to professionals at all stages of their journey: "Reward and Recognition" through quality time off.

Marissa, co-host and experi...

Whether you're embarking on your journey as a mortgage broker or have an eye on your exit plan, this episode is a must-listen. We explore what exit strategies are, why they should be on your radar, and when it's the right time to start thinking about them.

Join us as Marissa Schultze chats with Ruan Burger, a seasoned mortgage broker with a track record of successful business exits. He's here to share his insights on ...

In this insightful episode of the LVR Podcast, we sit down with Darrell Weekes from Purple Thread Marketing to unravel the mysteries of the ever-evolving world of social media for mortgage brokers turned business owners. Our engaging conversation explores key strategies for success, and what really works and what doesn't in the realm of social media for brokers turned business owners

Here are five key takeaways:
<...

Welcome to another insightful episode of the LVR Podcast!  Hosts Marissa Schulze and Ruan Burger are joined by Samuel Longfield from Fuse Recruitment to explore the world of graduate recruitment within the mortgage broker industry.

Discover how Fuse's innovative graduate program aims to bridge the gap between graduates and brokerages. Samuel delves into the strategic approach Fuse takes, including personalised candida...

WE DISCUSS IN THIS EPISODE

As a mortgage broker, staying ahead of the curve and providing valuable insights to your clients is crucial in today's dynamic finance industry. In this thought-provoking episode, we shed light on the role of comparison websites and their impact on brokers.

Get ready for a captivating discussion that might just change the way you view comparison websites and their potential as a too...

WE DISCUSS IN THIS EPISODE

Join Ruan, Marissa and Damian from Australia Lending and Investment Centre in this engaging conversation as they dive into the world of investment lending and education. Discover the strategies that the ALIC employs to minimise cash flow impact for their investment clients, get the inside scoop on the pros and cons of niche specialisation vs diversifying, and learn more about their unique career pathway pr...

WE DISCUSS IN THIS EPISODE

Discover the keys to thriving in a rising interest rate environment. This podcast episode with Ruan Burger and Marissa Schulze dives deep into the strategies and insights necessary to navigate the changing market landscape. Join us as Ruan and Marissa share expert advice on adapting your approach and prioritising education, and unlock the tools and knowledge you need to optimise your value propos...

We discuss in this episode:

Chatting with Eric Dill, Co-founder of Quickli, we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward.

• Quickli brings 20+ lender calcs in...

We discuss in this episode:

How do you build the right team culture and become an amazing leader if you’re new to recruiting or leading? It’s a scary task for many business owners, but it doesn’t have to be. We dive into understanding team culture with Paul Findlay from REACH Ecosystem.

• Look at team culture from a leader’s perspective; people do their best work in an environment where they want to do their best work. 
• Le...

We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.

• Most technology solutions currently in the market are designed to simplify the process for brokers; the diñeiro app works for both consume...

The industry has experienced exponential growth in the past 12 months; however, that’s all about to change! The lending environment is shifting, so brokers need to keep up with what’s ahead. 

• A busy year for the industry meant an emphasis on recruitment, but finding the right staff wasn’t always easy. Taking the time to slow down and focus on recruitment to grow, retain, and perform will be essential moving into the new year.
• Foc...

Back in the day, a broker could do a deal on the back of a fax and voila. These days with more compliance, quality control and deadlines from lenders and clients a broker needs more support and that support can come in the form of smart systems. Broker Engine is a workable tool for any broker. Here's more about Broker Engine: 

• Broker Engine handles the entire life cycle of the client, the leadflow to dealflow to runnin...

• A lot of brokers struggle with the attraction and retention side of the business. REACH  is a great tool that business owners can rely upon in their recruitment process to have the confidence that they are finding the right people in the right team. However, it’s also about retaining them and keeping your culture thriving. 

• The goal is to have a team that love what they do, adding value to the business every day an...