Finance Specialist: Helping business customers secure a home loan episode artwork

EPISODE · Jun 24, 2025 · 16 MIN

Finance Specialist: Helping business customers secure a home loan

from Broker Daily Podcast Network · host Momentum Media

Discussions around the servicing of SME clients often revolve around helping them with business loan needs. But what about when that client needs a home loan? This was the topic of discussion in this week's episode of Finance Specialist. Self-employed business owners can be tricky customers. A lack of documentation and irregular income can make for a challenge when securing a loan. Accendo's Trent Carter emphasised the avoidance of "lazy broking". Don't jump at the easy solution as it may not be right for that client. Brokers must assess the best long-term solution for the borrower.

Episode metadata supplied by the publisher feed · Published Jun 24, 2025

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Finance Specialist: Helping business customers secure a home loan

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