As the housing market navigates through rising interest rates, a limited supply of properties, and political uncertainty, brokers are finding opportunities to capitalize on these challenges. With expectations for rate cuts beginning in the coming months and increased housing inventory expected, 2025 presents a promising landscape for brokers looking to grow their businesses.
Ahead of the Better Business Summit 2025, Christian Paterson, director at Auctus Coaching, and Rob Roper, founder of Trusted Finance, offer key insights on how brokers can enhance operational efficiency and devise effective marketing strategies to remain competitive and expand their reach in the evolving market.
Mastering Operational Efficiency for Business Success
A strong operational foundation is crucial for brokers looking to scale their businesses. Without streamlined processes, brokers risk becoming overwhelmed by administrative tasks, leaving little time to focus on growth.
Paterson emphasizes the importance of mastering day-to-day operations. “While many brokers enter the industry due to natural talent or predisposition for securing loans, the real challenge lies in managing operations effectively,” he explains. Despite the success of high-performing brokers, inefficiencies often emerge when brokers attempt to handle every aspect of their business.
He warns that brokers often take on too many roles, leading to burnout. The key, according to Paterson, is to refine loan processes, automate tasks, improve team management, and delegate effectively. “Brokers tend to put too much pressure on themselves to do it all. The solution often lies in delegating responsibilities to both internal and external support,” he notes.
Standing Out in a Competitive Market: Marketing and Client Retention
With approximately 75% of homebuyers now relying on mortgage brokers, the competition has intensified, making marketing and lead generation essential for business growth.
Rob Roper, a social media expert and digital marketing strategist, stresses the importance of leveraging digital platforms to stay ahead in the competitive field. “Brokers are now competing nationally, thanks to the digital shift,” he says. “The key to standing out is a strategic, sustainable approach to marketing.”
Roper advocates for the use of automated video marketing funnels, which help brokers attract new clients with minimal ongoing effort. “Automation is essential to maintaining consistent marketing efforts,” he explains. By using workflows and digital tools, Roper has created a system that simplifies content creation while boosting its effectiveness.
However, Roper underscores that automation alone is not enough to foster client loyalty. Building meaningful connections is crucial. “To earn attention and trust, brokers need to consistently demonstrate their expertise by providing value through daily educational content on home buying,” he advises.
Join the Better Business Summit 2025 for Expert Insights
Brokers seeking to gain further insights into improving their business operations and marketing strategies should not miss the Better Business Summit 2025, presented with support from principal partner NAB. This event offers valuable guidance for brokers at all stages of their career, whether they’re seasoned professionals or newcomers looking to expand their business.
The summit will take place from February 27 to April 3 in major cities across Australia, including Melbourne, Perth, Brisbane, Adelaide, and Sydney. This event is an excellent opportunity to learn directly from industry leaders like Paterson and Roper and to network with other professionals.
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