HeyJaredAssumpta Mendoza
- Indexed articles, last 90 days
- 2
- Latest publication
- Aug 16, 2026
- Outlet visibility, for Theadviser
- Top 5M sites
- Earliest in this view
- Aug 10, 2026
Latest articles
Your loan book is already writing 72% of your business (opens the original)
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Repeat clients and referrals account for nearly three quarters of what brokers write. Protecting that number is a systems problem, not an effort problem. The MFAA and Deloitte's Value of Mortgage and Finance Broking report puts repeat customers at 44% of broker business and referrals at another 28%. That is 72% of what the industry writes coming from relationships brokers had before the deal started. That reframes what a loan book actually is. Not a record of settled deals, but the asset generat
Could your brokerage grow without another hire? (opens the original)
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As margin pressure bites into profitability, some brokerages are turning to technology instead of headcount for more output, clearer oversight and healthier margins. When things get busier, the instinct is usually to add more people. Another loan writer or more admin support, someone else to help keep the files moving. It's a natural response and often the first one that comes to mind, even though automation has quietly been picking up some of the work for a while now. Some brokerages are asking
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Top 5M sites
For Theadviser, the outlet · Measured Aug 1, 2026
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