Mortgage brokers have more technology at their disposal than ever, from CRM systems and open banking to AI tools that promise to save time and streamline processes.
But are brokers making the most of what’s available, and how can they separate genuinely useful technology from the latest hype?
In this episode of Business Accelerator, Julian Barnes is joined by Jason Back, founder of Broker Essentials, to discuss how brokers can approach technology adoption, get more out of their existing systems and make smarter decisions about where to invest.
They also explore the challenges around client trust, data privacy and AI, as well as how technology is changing the fight against fraud.
Listen now to find out how brokers can make technology work harder for their businesses without losing sight of the value of human judgement and client relationships.
Want to see more stories from trusted news sources? Make Broker Daily a preferred news source on Google.
Julian Barnes
Author
Julian Barnes is a senior journalist for Broker Daily, one of Momentum’s mortgage titles.
He covers residential, commercial and business lending, with a focus on technology, product innovation, economic trends and the issues impacting brokers and the wider industry.
Julian also hosts Broker Daily’s podcast network, including Finance Specialist, Business Accelerator, Broker Daily Uncut and Broker Daily Spotlight.
Before joining Broker Daily in late 2025, Julian worked as a journalist in the UK for Clearsky Publishing and Tindle Group.
Get in touch with Julian at This email address is being protected from spambots. You need JavaScript enabled to view it.