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