Show notes
Joining host Tony Hall, are Lee Williams (7) Lee Williams | LinkedIn, David Coleman (30) David Coleman | LinkedIn and Dan Gracie (30) Dan Gracie | LinkedIn
We discussed:
- Multiple Income Borrowers (MIB) How is this market growing, how comfortable are firms with increased advice risk as cases get more complex?
- Market/Mortgage Brokerage Evolution How is the market evolving with firm consolidation, and what impact does this have on advice models?
- Packager Evolution Is the role of packagers changing, and how are they adapting to market evolution?
- Further View of the Mortgage Market What is the impact of AI- opportunity or threat- for packagers and brokers? Can AI replace packagers in case placement and document preparation?
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