Broker Capital
Claim This Podcastby Simon Lewis
Podcast Overview
<p>Real conversations with the mortgage broking industry's top performers. Broker Capital uncovers what's actually working right now, from building a high-performing team to scaling your loan book without burning out. If you're serious about growing a bigger, better brokerage, you're in the right place.</p>
Language
🇺🇲
Publishing Since
2/27/2026
1 verified contact email on file for Broker Capital
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Recent Episodes
August 4, 2026
Broker Coach Sam Panetta & Simon Lewis Answer 32 Questions About Growing a Brokerage in 2026
<p>Sam Panetta grills a huge tomahawk steak with Simon Lewis while they answer 32 questions about mortgage broking growth in 2026.<br /><br />Sam has scaled and sold a large mortgage brokerage and is now one of the leading experts in broker growth in the industry. He is also the Founder of Broker Coach, business coaching for brokers who want to write $10M per month or more.<br /><br />Questions:<br />00:37 – The process of acquiring a loan book, step by step<br />02:46 – What made you want to become a coach?<br />03:56 – What makes a quality book purchase?<br />05:23 – How critical is a niche, and what's a good example?<br />06:54 – The most important things to look for in a mortgage book<br />08:10 – The easiest way for brokers to do more marketing<br />09:45 – Where are loan book multiples trading right now?<br />10:57 – Does your content need to be polished, or is casual fine?<br />12:23 – What multiple is too high to pay for a book?<br />13:40 – How much does personal development drive business growth?<br />14:48 – How to build the most valuable book for sale<br />15:42 – What separates a $10M/month broker from a $4M one?<br />17:18 – The biggest red flags when buying a mortgage book<br />18:57 – The bad habits brokers need to break to succeed<br />20:00 – Best practice for retaining clients after buying a book<br />21:07 – When should a broker hire their first loan writer or admin?<br />22:27 – Can brokers value a book themselves, or is a professional valuation needed?<br />23:21 – What does a high-performing broker's week look like?<br />24:13 – Client loss when buying a book: what's typical, and how to protect against it<br />25:29 – The best client retention strategies you've seen<br />26:22 – Which metrics should brokers track, and which should they ignore?<br />28:42 – Borrowing against a mortgage book: how much can you borrow, and on what terms?<br />29:15 – What do brokers underestimate about the cost of growth?<br />29:59 – Do many brokers actually borrow to grow their business?<br />31:57 – Do you work with brand new brokers?<br />33:31 – The smallest broker and the largest deals you work with<br />33:36 – One change in the next 90 days for the biggest return<br />34:34 – Factoring clawback into price, and protecting against it<br />36:22 – Do you need a certain personality to be a successful broker?<br />37:19 – What do you know now that you wish you knew starting out?<br />39:05 – What do you wish you'd known when you got started?<br />40:23 – The future of the mortgage broking industry<br />41:17 – Where's the industry headed over the next 5 years?<br /><br />Sam Panetta, Broker Coach: <a rel="noopener noreferrer nofollow" href="https://brokercoach.com.au/" target="_blank">https://brokercoach.com.au/</a><br />Simon Lewis, Broker Capital: <a rel="noopener noreferrer nofollow" href="https://brokercapital.com.au/" target="_blank">https://brokercapital.com.au/</a></p>
July 21, 2026
Ben Robinson: Writing $260M/yr with the Trusted Adviser Model
<p>The next era of broking won't be won on rate. Ben Robinson's argument is that the brokers who matter in five years will be the ones clients treat as advisers, the people who understand the numbers well enough to tell them what to do, not just what's available.<br /><br />Ben is a partner and director at Flint and the lead strategist behind its regional client growth. He came into broking from accounting, and it shows in how he works: he reads a client's financial position the way an accountant does, then structures the debt around where they're trying to end up over the next decade rather than around the transaction in front of him. That's why complex investors; professionals, business owners, people with layered entity structures, keep finding their way to him.<br /><br />In this episode we cover:<br /><br />- Why an accounting background is broking's most underrated edge, and what most brokers miss when structuring for investors<br />- Moving from rate broker to strategic adviser: what actually has to change in how you run client conversations<br />- Why complex clients are the most defensible niche in the industry, and how to build the capability to serve them properly<br />- Writing $265m a year: scaling deliberately rather than fast<br />Organic marketing and social authority in a crowded market<br />- The AI and tech Ben uses to strip out admin and buy back time for client work<br /><br />Ben Robinson on LinkedIn <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/ben--robinson/" target="_blank">https://www.linkedin.com/in/ben--robinson/</a><br /><br />Simon Lewis on LinkedIn <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/simonlewisbrokercapital/" target="_blank">https://www.linkedin.com/in/simonlewisbrokercapital/</a></p><p><br />Broker Capital <a rel="noopener noreferrer nofollow" href="https://brokercapital.com.au/" target="_blank">https://brokercapital.com.au/</a></p>
June 16, 2026
Morgan Owen: From Breaking her Business to $160M/yr in Home Loans
<p>Morgan Owen built Penny Finance from nothing, no banking background or industry experience, to $160M in annual loan volumes. Then the wheels came off.<br /><br />In this episode, Morgan shares the raw truth behind rapid growth: the partner buyout, the broken business, the painful reset, and how she rebuilt smarter. From her custom CRM and AI-driven lead nurture systems to her obsession with visibility and authentic storytelling, this is a masterclass in building a brokerage that lasts.<br /><br />You'll learn:<br />→ Why zero banking experience was actually her edge<br />→ What "breaking your business" really costs and how to come back<br />→ How content and visibility beat traditional marketing<br />→ The tech stack powering her business<br />→ Why the most visible brokers will win the next decade<br /><br />If you're an ambitious broker tired of chasing rates and leads, Morgan's story will save you years of trial and error.<br /><br />Follow Morgan on Instagram: <a rel="noopener noreferrer nofollow" href="https://www.instagram.com/_pennyfinance/" target="_blank">https://www.instagram.com/_pennyfinance/</a><br /><br />🔔 Subscribe for weekly conversations with Australia's sharpest minds in mortgage broking.</p>
14 total episodes available
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Frequently asked questions
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- What is Broker Capital?
<p>Real conversations with the mortgage broking industry's top performers. Broker Capital uncovers what's actually working right now, from building a high-performing team to scaling your loan book without burning out. If you're serious about growing a bigger, better brokerage, you're in the right place.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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