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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