Broker

How this rising star is broking across two states

By Annie Kane•15:48 PM, 24 Sep 2019•4 minute read

Broker and property investor Sofie Chapman joins host Annie Kane to discuss how and why she’s been splitting her time across two states, servicing clients in both Adelaide and Sydney.

This independent broker is not only keeping herself busy by operating over state borders, but also by offering residential and commercial mortgages, all while managing her own property portfolio.

In this episode of Elite Broker, we catch up with Sofie to find out how she’s been doing it all, why she decided to introduce a fee for service this year, and why she uses a sub-aggregator.

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Sofie also shares:

The conversation she has with clients around fee for service
How she went about buying a trail book
Her top tips for new brokers entering the industry

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Annie Kane

AUTHOR

Annie Kane is the managing editor of Momentum's mortgage broking title, The Adviser.

As well as leading the editorial strategy, Annie writes news and features about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape.

She is also the host of the Elite Broker, New Broker, Mortgage & Finance Leader, Women in Finance and In Focus podcasts and The Adviser Live webcasts.

Annie regularly emcees industry events and awards, such as the Better Business Summit, the Women in Finance Summit as well as other industry events.

Prior to joining The Adviser in 2016, Annie wrote for The Guardian Australia and had a speciality in sustainability.

She has also had her work published in several leading consumer titles, including Elle (Australia) magazine, BBC Music, BBC History and Homes & Antiques magazines.

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How this rising star is broking across two states

Annie Kane

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