From business audits to client re-engagement and tech upgrades, here are five practical ways to refocus your broking business before EOFY.

As lending conditions shift in 2025, mortgage managers offer brokers an edge with flexible options, expert support, and ongoing service.

This is a time to re-evaluate your business – its direction and focus, make-up and outgoings, and next steps.

Happiness at work is crucial to a successful business so use this time to consider your expectations and your workloads – are they realistic, are they what you want? Where could they be better focused?

Every single one of your clients, at some point or another, will be asked at a social event or a BBQ about how they bought the house they live in or the business they operate, the loan process, the deal they secured and the broker they worked with.

Their answer could mean more or less business for you. The ‘BBQ test’ can be seen as a simple way of ensuring the foundational element of successful client engagement.