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The Brokers’ Bible was launched in 2023 and recently celebrated one year in operation. Founder and former mortgage broker, Katherine Persoglia, brought her 22 years of industry experience into this passion project aimed at helping support broker development.
Juggling clients, policies, technology, and personal branding can be an exhausting process for brokers. This pushed Persoglia to embark on the fintech journey.
“It was exhausting trying to do it all. While I was training and helping my team find the right lenders for their clients, my own business suffered. The immense time it took to teach and guide others left me stretched thin. If I’d had a resource like The Brokers’ Bible back then, it would have saved me tens of hours each week,” she said.
“I wanted to build something that empowers brokers, whether they’re just starting out or managing large-scale operations. It was a steep learning curve, and I made plenty of mistakes along the way. But I was driven by my belief that this platform could make a real difference. I wanted to create something that not only helped brokers but also integrated human intelligence with technology – what I like to call ‘touchy tech.’ Tech is great, but its true power comes when it’s combined with real human experience.”
Fintech platforms can be a powerful tool in a broker’s hands. Some of the available offerings include:
- Lending policy guidance
- AI-powered solutions
- Broker resources
- Scenario support
- Marketing support
- Mentorship opportunities
“Brokers face immense challenges – staying on top of shifting lender policies, managing client expectations, and running their businesses efficiently,” said Persoglia.
“Personally, I know how difficult it can be as a business owner to support new-to-industry team members while managing the demands of running a business. The time pressures of training, mentoring, and staying updated with policies often left me stretched thin.
“By alleviating the burden of policy interpretation and offering tailored support, the platform helps brokers focus on what really matters: delivering exceptional service to their clients. In an industry where time is money, our platform becomes an invaluable partner in boosting productivity and maintaining a competitive edge.”
After one year in operation, Persoglia reflected on some of the lessons learned and gave three key takeaways that have come through the journey:
- Timesaving
- Confidence
- Business growth
AI is an often-used buzzword that is thrown around to reference tech. However, for brokers, it can be a useful tool for accessing lending policy insights and complex scenario advice.
“AI is a game-changer for brokers … By automating non-revenue-producing tasks like policy research, AI frees up brokers’ time to focus on client relationships and business growth. I believe in integrating AI with human intelligence – what I like to call ‘touchy tech’ – to ensure brokers get both speed and a personal touch when solving problems. I love to share my personal experiences with brokers so they can learn from my insights and mistakes and thrive in the broking world,” said Persoglia.
Further, in the modern broking space, marketing is paramount. Reaching potential clients can remain a persistent challenge for brokers, which is why effective marketing is crucial. Many fintech platforms offer marketing support for brokers.
“Marketing is no longer optional for brokers – it’s essential. In today’s digital-first world, standing out from the crowd means having a strong online presence and being able to communicate your unique value effectively,” said Persoglia.
“Marketing doesn’t have to be daunting (or expensive), and when done right, it can transform a broker’s business by building trust, expanding their client base, and positioning them as experts in their field. This is how I built my business – Property Before Prada which grew a large social media following, created my brand presence, and helped me to engage with my target audience.”
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