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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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