Case Studies

Real stories from brokers who’ve scaled their business, diversified their offering, and made the switch to LMG.

How strategic marketing amplified the impact of a community champion

“What’s stopping me from doing this myself?” A thought that kept echoing in Dan Brown’s mind as a small business banking manager at NAB, helping entrepreneurs secure finance to build their dreams. After 13 years in banking and inspired by the confidence and success of the business owners he served, Dan took the leap into … Continued

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How strategic marketing amplified the impact of a community champion

From the Skies to Settlements: Matt Symons’ runway to broking

When COVID grounded Matt Symons' 10-year aviation career overnight, he didn't wait for the skies to clear. With a baby on the way and a mortgage to match, he made the call to pivot — and launched Balmoral Financial on Sydney's Lower North Shore. Seven months in, he'd settled 91 deals worth $71M. Here's how he built his runway to success.

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From the Skies to Settlements: Matt Symons’ runway to broking

30 Years of putting customers first: how Loan Market changed the Broker landscape

How it all started In 1994, Loan Market launched with a simple vision: put customers first, always. The early days were scrappy—fax machines, paper applications, and late-night visits to clients’ homes. What they lacked in technology, they made up for in tenacity. Over time, the industry shifted. Aggregators grew. Regulations increased. But Loan Market stayed … Continued

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30 Years of putting customers first: how Loan Market changed the Broker landscape

How Loan Market helped Nitish Kumar’s business generate over 900 leads in 12 months

Looking for a better way to service his clients, grow his business and become a completely digital business, Nitish Kumar joined Loan Market in 2019 and has gone on to build a fantastic business in Loan Market Canberra. With aspirations to grow a large brokerage to support a broader range of clients and develop strong … Continued

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How Loan Market helped Nitish Kumar’s business generate over 900 leads in 12 months

Cultivating Excellence: Sam and Bechara’s blueprint for success with Loan Market

Before entering broking, Sam Walker was a publican. In 2008, he left hospitality and in a casual chat with his mortgage broker was told, “I think you’d be a great broker” because of Sam’s natural financial acumen. Deciding to take the plunge, Sam transitioned into the world of finance broking.  Working as a solo broker … Continued

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Cultivating Excellence: Sam and Bechara’s blueprint for success with Loan Market

Building on trust: how Samantha Barnett leveraged brand power for rapid business growth

In just twelve months, Samantha Barnett is forging a path as one of Loan Market’s stand-out brokers, hitting the ground running with significant lead generation and customer success. Achieving entry to CBA’s prestigious $1B club as a BDM, she felt like she’d hit a ceiling in the banking world, son 2021, she joined LMG as … Continued

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Building on trust: how Samantha Barnett leveraged brand power for rapid business growth

From banker to broker

Wanting to do more for her clients, Jaime traded the stability of managing a branch at a major bank for the freedom and challenge of building something of her own.

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From banker to broker

How Amanda Young navigates growth, challenges and success in broking

Amanda Young transitioned from a successful banking career into broking during the height of the COVID-19 pandemic. With her customer-first approach and an eye on small business lending, she built a thriving brokerage while managing the unique challenges of remote work and homeschooling. Amanda’s decision to partner with Loan Market, driven by its culture and … Continued

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From vision to validation: Entourage’s ascent to $520M in three years

Founded by Damien Roylance in 2015, Entourage was born with a simple mission – to provide award-winning service from a team that listens to the needs of everyday Australians, and they’ve done just that.  Emerging as a leading brokerage in the country, Entourage has received widespread industry recognition for customer satisfaction, winning Australian Brokerage of … Continued

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How Brenden Lowbridge brought his vision to life by scaling his business.

How he set about educating, assisting and inspiring customers. Money Links was founded in 2000 by Gary Ross. With 15+ years of experience in the financial industry, Brenden Lowbridge joined forces with Gary, his mentor, in 2017. Brenden later assumed the reins from Gary, marking the beginning of a new era for Money Links. As … Continued

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How Brenden Lowbridge brought his vision to life by scaling his business.

Real estate savant to broker: Kirsty Dunphey’s path to a billion-dollar business

How she’s rapidly growing a brokerage as a parent. It’s not often a 20-year-old stays at hotels to acquire a real estate manager’s license, but Tasmanian native Kirsty Dunphey is no ordinary individual. One of Australia’s youngest principal agents by 21, she was recognised as the National Winner of Telstra’s Young Business Woman of the … Continued

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Real estate savant to broker: Kirsty Dunphey’s path to a billion-dollar business

Efficiency unleashed: How Everlend’s kaizen-optimised tech strategy rescues 200+ hours, empowering productivity and profit

While working as a broker for a large brokerage firm, Evelyn recognised a gap in the market to deliver a unique selling proposition that prioritised customer service and education for borrowers. Seizing the opportunity to address this gap and meet her ambition of being her own boss, Evelyn launched Everlend in 2020. Looking for support … Continued

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From broker stories and expert tips to fresh ideas and industry insights, there’s always something new to explore. Take a look through our articles and see what’s possible when you’ve got the right support behind you.

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