Offshoring, efficiency, and the evolving broker model
From Broker Daily Podcast Network by Momentum Media
April 21, 2026 · 28 min
About this episode
The episode discusses the impact of offshoring on brokerages, exploring its benefits and challenges with insights from industry experts.
Offshoring is quickly becoming a core part of how brokerages operate – but it's not without trade-offs. In this week's Broker Daily Uncut, Julian Barnes is joined by Finni brokers Costa Arvanitopoulos and Rebecca Carlson to break down how offshore teams, AI tools, and lender strategies are reshaping the broker workflow. From cost and scalability to training and service quality, they explore where offshoring adds value – and where it can create friction. They also take a look at Macquarie Group's move to bring roles back onshore, alongside rising refinancing competition, including aggressive retention tactics from major banks. Beyond operations, the discussion covers softer auction markets, moderating price growth, investor activity across states, and the limited impact of niche first home buyer schemes. It also touches on emerging tech, from AI-driven processing to early moves in crypto-backed lending.
People in this episode
Guests: Costa Arvanitopoulos, Rebecca Carlson
Topics covered
- offshoring
- broker model
- AI tools
- lender strategies
- broker workflow
- cost
- scalability
- training
- service quality
- refinancing competition
- retention tactics
- auction markets
- price growth
- investor activity
- first home buyer schemes
- emerging tech
- crypto-backed lending
Keywords
- brokerages
- offshore teams
- AI-driven processing
Mentioned in this episode
Products: AI tools, crypto-backed lending
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