Mortgage Broker Broadcast

EXPLORE

Society & Culture

Health & Fitness

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/de/5f/ac/de5facf3-d232-2d68-d1e1-874cd0609282/mza_12729325810399735758.jpg/600x600bb.jpg

Mortgage Broker Broadcast

Craig Skelton

218 episodes

2 weeks ago

Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...

Show more...

Entrepreneurship

All content for Mortgage Broker Broadcast is the property of Craig Skelton and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...

Show more...

Entrepreneurship

Episodes (20/218)

Mortgage Broker Broadcast

How To Turn Your 2026 Vision Into A Practical, Flexible Plan

Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...

2 weeks ago

8 minutes

Mortgage Broker Broadcast

Learn How To Protect Your Time And Energy With Simple Daily Structures

Send us a text Big goals don’t need heroic days; they need repeatable days. We walk through a practical, low-friction system for turning long-term vision into daily action using habits that support mental health and time blocking that protects deep work. Instead of letting urgency dictate your schedule, you’ll learn how to make your calendar reflect your priorities and your energy, so the work that actually moves the needle gets done first. We break down the essentials with a builder’s minds...

3 weeks ago

10 minutes

Mortgage Broker Broadcast

From Data To Decisions: A Year Review That Fuels 2026

Send us a text Ready to finish 2025 strong and start 2026 even stronger? We dive into a calm, step-by-step year-end reflection that turns data, feedback, and honest self-assessment into momentum you can feel. Instead of rehashing regrets, we map a practical review you can run in a single sitting: gather KPIs and P&L, connect them to client feedback, and ask what each number truly represents in behavior, channels, and offers. The goal is simple—spot what worked, retire what didn’t, and mak...

1 month ago

9 minutes

Mortgage Broker Broadcast

Vision And Values For A Strong 2026

Send us a text Ready to stop reacting and start directing your next year with clarity? We launch our Set Yourself Up for 2026 mini-series by laying the inner foundations that shape every choice you make: a vivid long-term vision, a small set of non‑negotiable values, and a simple system to protect your time and attention. Instead of chasing quick wins or drowning in advice, we show how to design a compass you trust and use it to make better decisions, faster. We start by painting a five-year...

1 month ago

11 minutes

Mortgage Broker Broadcast

When Lenders Automate Retention, Human Advice Becomes The Edge

Send us a text A six‑week window can change your entire year. With rates easing, swap markets stabilizing, and millions of fixed deals expiring in the next 18 months, this is the moment to act with precision and purpose. We break down what’s moving the mortgage market, why lenders are sharpening prices, and how a short December can derail clients who wait until January. Most importantly, we share a step‑by‑step outreach plan to protect relationships, secure competitive options early, and buil...

1 month ago

14 minutes

Mortgage Broker Broadcast

How UK Lenders Use AI To Keep Mortgage Customers And What Brokers Must Do Next

Send us a text A quiet revolution is reshaping mortgage retention in the UK: lenders now use AI to spot churn, price smarter, and send personalized offers long before a fixed rate ends. We unpack how those engines work, why they’re so effective at capturing product transfers, and what that means for brokers who have built pipelines around renewals. The story isn’t doom and gloom; it’s about timing, experience, and the kind of advice that a one-click journey can’t replicate. Together we map t...

1 month ago

13 minutes

Mortgage Broker Broadcast

AI In Mortgages: From Hype To Helpful

Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...

2 months ago

44 minutes

Mortgage Broker Broadcast

How The FCA’s New Rules Reshape Mortgage Advice And Broker Relationships

Send us a text The ground just shifted for UK mortgages, and the ripple effects will hit every broker-client relationship. The FCA has removed the automatic “advice trigger,” allowing consumers to receive personalised information and still choose execution-only—if they actively opt out of suitability protections. That sounds like frictionless choice, but it also raises the stakes on clarity, risk, and long-term fit. We dig into what this means for brokers and borrowers, and why the smartest r...

2 months ago

8 minutes

Mortgage Broker Broadcast

When urgency meets intention: the broker’s path from Q4 push to a smarter 2026

Send us a text Ten weeks to Christmas, darker days setting in, and the urge to coast is real yet this is where great brokerages pull ahead. We dive into a clear, no-fluff plan to close the year with momentum: reflect on Q3, set SMART goals you can actually hit, and redirect energy into the marketing channels that turn into completed applications. You’ll hear how to use data instead of guesswork, why consolidating tools beats adding more apps, and where tax-savvy prepay decisions (with your ac...

2 months ago

12 minutes

Mortgage Broker Broadcast

2026: Brokers, Be Ready

Send us a text Forecasts don’t build a pipeline—systems do. We take a clear-eyed look at what 2026 is likely to bring for mortgage brokers and explain how to turn easing interest rates, rising lending volumes, and a remortgage surge into steady growth. Rather than chasing headlines, we map out practical steps to get ahead: when to contact clients, how to compare two-year and five-year fixes with confidence, and where brokers can add value that comparison sites can’t. We walk through the sign...

2 months ago

11 minutes

Mortgage Broker Broadcast

The Grass Isn’t Always Greener (But Sometimes It Is)

Send us a text Thinking about leaving your mortgage network—or wondering if you should stay and push for change? We walk through a clear, practical way to make the call without burning bridges or bleeding income. You’ll learn how to separate short‑term frustration from long‑term fit, the exact contract clauses that shape your exit, and the steps that protect your pipeline, renewals, and client trust during a move. We start with the big trap: reacting to a bad month or peer pressure. Then we ...

2 months ago

9 minutes

Mortgage Broker Broadcast

Designing a Broker’s Life: Systems, Boundaries, and Sanity

Send us a text If your calendar runs your life, this conversation hands you the keys back. We unpack a practical framework for self‑employed mortgage brokers to protect energy, sharpen focus, and grow a sustainable business without living on email at midnight. From smart structure to flexible routines, we walk through the habits, systems, and boundaries that turn constant busyness into repeatable momentum. We start with the why—how unmanaged stress quietly chips away at health, client care, ...

3 months ago

9 minutes

Mortgage Broker Broadcast

Beyond ChatGPT: How Mortgage Brokers Can Thrive in the AI Era

Send us a text Ready to transform how you work as a mortgage broker? This episode bridges the gap between AI theory and everyday practice, showing you exactly how to implement artificial intelligence tools that will revolutionize your business. The mortgage industry is changing rapidly, with major UK banks investing billions in AI technology. As brokers, we've reached the point where AI adoption isn't just advantageous—it's becoming necessary to remain competitive. But where should you start...

3 months ago

9 minutes

Mortgage Broker Broadcast

Contract Clarity: What Every Mortgage Broker Needs to Know Before Signing

Send us a text The contractual foundations of your mortgage broker business deserve more scrutiny than they typically receive. While most advisors focus exclusively on commission splits when joining networks, the real devils lurk in overlooked details that can dramatically impact your future flexibility and financial success. Client ownership stands as perhaps the most critical consideration. Many brokers are shocked to discover that some networks claim ownership of client relationships even...

3 months ago

10 minutes

Mortgage Broker Broadcast

Mental Fitness: The Secret Weapon Every Mortgage Broker Needs

Send us a text Maintaining mental resilience isn't just helpful for mortgage brokers—it's essential for survival in our ever-changing industry. The constant juggling of applications, client expectations, and market shifts creates a perfect storm for stress, but your response to these pressures remains entirely within your control. This episode dives deep into practical mindset strategies that transform how you navigate professional challenges. We explore the profound difference between exper...

3 months ago

10 minutes

Mortgage Broker Broadcast

Building a Mortgage Business That Lasts: Goal Setting for Long-Term Success

Send us a text September brings that back-to-school energy—a perfect moment to reset, refocus, and chart your course for the months ahead. After the summer lull, it's time to think about how you want your mortgage broker business to look by December 2025. Most brokers live deal-to-deal in an industry where everything changes overnight—rates shift, criteria evolve, and client circumstances transform without warning. This reactive approach leaves you perpetually treading water. But what if you...

4 months ago

8 minutes

Mortgage Broker Broadcast

The Brave Leap: Leaving Employment for Self-Employment

Send us a text What does it take to leave behind a successful 20-year career and start completely fresh in a new industry? In this candid conversation, Dave Tindall of DLI Mortgages reveals the reality of transitioning from automotive marketing to establishing his own mortgage brokerage at age 38. Dave shares the moment he decided to make this life-changing move—how he methodically assessed his strengths and desires on a blank piece of paper, and why mortgage broking emerged as his path forw...

4 months ago

49 minutes

Mortgage Broker Broadcast

Building a Modern Broker Community: Conversations with Jonathan Needham

Send us a text Feeling isolated as a mortgage broker? You're not alone. In this candid conversation, Craig Skelton welcomes back Jonathan Needham to explore the evolution of the Broker Foundry and address the unspoken challenges facing today's mortgage professionals. The pair reflect on their recent "Foundations to Freedom" webinar and the overwhelming feedback from brokers hungry for unbiased industry guidance. What began as a live event is now transforming into something more a...

4 months ago

34 minutes

Mortgage Broker Broadcast

Securing Your Legacy: How Will Writing Transforms Client Protection

Send us a text Securing your clients' futures doesn't stop at arranging their mortgage and protection. Estate planning remains one of the most overlooked yet crucial components of financial wellbeing, with over 80% of people under 50 lacking a will. This missing piece creates vulnerability not only for clients but for your broker-client relationship. Colin Gill, founder of The Will Place, shares his journey from corporate financial services to creating a platform that transforms how brokers ...

4 months ago

51 minutes

Mortgage Broker Broadcast

CeMAP Overhaul 2025: What Brokers Need to Know

Send us a text A seismic shift is coming to the mortgage advice profession in the UK. The Certificate in Mortgage Advice and Practice (CeMAP) – the qualification that opens the door to a career as a mortgage advisor – is about to undergo its most significant transformation in years. Whether you're studying now, managing a team of advisors, or considering entering the industry, these changes will directly impact your professional journey. From September 30, 2025, CeMAP will feature a complete...

5 months ago

8 minutes