In Focus: How this new broker tool aims to silence the 'self-employed sigh' episode artwork

EPISODE · Sep 24, 2025 · 51 MIN

In Focus: How this new broker tool aims to silence the 'self-employed sigh'

from The Adviser Podcast Network · host Momentum Media

Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients. In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from brokerage Peasy, who've channeled their frustration with self-employed lending into building what they believe could be a game-changing solution for brokers. Tune in to discover: How Accurateli automates lender-ready income reports and notes. How the tool addresses compliance and best interests duty requirements. What early adopters are saying about streamlining their self-employed processes. And much more! Related link: How this husband-wife team make running a brokerage look Peasy

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

Embed this episode

NOW PLAYING

In Focus: How this new broker tool aims to silence the 'self-employed sigh'

0:00 51:18

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Adviser Podcast Network?

This episode is 51 minutes long.

When was this The Adviser Podcast Network episode published?

This episode was published on September 24, 2025.

Can I download this The Adviser Podcast Network episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!