Business Accelerator: Why brokers must escape the transactional trap
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Business Accelerator: Why brokers must escape the transactional trap
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概要
In this week's episode of Business Accelerator, Alex Whitlock and Jason Back explore why mortgage brokers risk being perceived as transactional in an increasingly emotional and complex property journey and where the real opportunity lies to stand apart.
Drawing on Whitlock's recent experiences as a property investor, the conversation unpacks how buyers are surrounded by short-term, transactional relationships across real estate, property management, and finance and why brokers are uniquely positioned to become long-term partners rather than just loan facilitators.
The duo examine the critical difference between customer service and customer experience; the dangers of compliance paralysis; and how subtle shifts in conversations, positioning, and process can dramatically deepen client loyalty, reduce churn, and drive referrals.
Tune in to hear why reframing your role as a guide, not just a broker, could be one of the most powerful strategic moves you make in 2026 and beyond.