Finance This, Property That

Episode 24 - Finance This, Property That Podcast with Jason Back from Broker Essentials

Dion Fernandes Season 1 Episode 24

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In this fast-paced 7-minute episode of Finance This, Property That, host Dion Fernandes welcomes Jason Back from Broker Essentials. With over 30 years of experience in the finance industry, Jason shares his insights on how technology, including AI and automation, is revolutionizing the mortgage process. Learn how advancements in tech are improving efficiency, enabling brokers to focus on strategic advice, and helping clients achieve quicker loan approvals. Whether you’re a buyer, investor, or simply curious about the future of finance, this episode is packed with valuable insights.

Episode Breakdown

[0:00] Introduction
Dion introduces Jason Back, highlighting his keynote on technology's role in transforming the mortgage industry.

[1:00] The Role of AI in Mortgage Approvals
Jason discusses how AI is simplifying data analysis, reducing processing times, and ensuring safer, faster approvals—all while keeping human interaction central to the process.

[3:00] Technology Streamlining Client-Broker Relationships
Learn how automation allows brokers to spend more time on strategy and advice rather than paperwork, helping clients achieve their financial goals efficiently.

[5:00] The Future of Finance Technology
Jason predicts advancements like open banking, digitized tax systems, and real-time assessments will empower brokers to become strategic advisors focused on wealth creation and debt management.

[6:30] Final Thoughts and Exciting Opportunities
Dion and Jason explore how these innovations will make financial planning easier, enabling multigenerational wealth creation and simplified processes for guarantors and families.

Episode Duration: 7 minutes
Listen now to discover how technology is transforming the finance industry for consumers and professionals alike!