The Broker vs. Bank Tech Wars

A Strategic Infographic for Thriving in July 2025

The "Tech War" is a Myth

Forget the hype. The data shows brokers are not just surviving; they are dominating. Consumers overwhelmingly choose the personalized service and choice that only a broker can provide.

Broker Share of New Business

70-80%

Broker Market Share, June 2025

The Real Threat is Your Funnel

The biggest risk to your growth isn't bank technology, it's internal inefficiency. The conversion rate from pre-approval to settlement is projected to plummet, representing a massive loss of secured leads.

A Monumental Waste

This drop from 60.5% to a projected 40.7% conversion is a controllable problem. Fixing this "leaky funnel" by improving processes between pre-approval and lodgement is your single greatest opportunity for growth.

FY22 Rate

60.5%

FY25 Projection

40.7%

Market Snapshot: July 2025 Opportunities

Likely RBA Rate Cut

3.60%

This brings tangible monthly relief for clients and a prime opportunity for proactive engagement.

Investor Activity

High

Investor loans have rocketed to a multi-year high, creating a key growth niche for specialized brokers.

Avg. Mortgage

$678k

The "Postcode Effect" remains strong, demanding local expertise direct lenders can't match.

Your Strategic Tech Toolkit

Technology is your leverage, not your competition. Use a "Hub-and-Spoke" model to build an efficient system that enhances your service, with your CRM at the core.

Serviceability
Doc Collection
Compliance
CRM Hub
E-Signatures
Aggregator Tools

Key Takeaways: Stay Sharp

  • 1.

    Embrace Your Tech

    Use technology to enhance your service and automate back-office tasks, not to compete with banks.

  • 2.

    Master Your Funnel

    Prioritize fixing your internal conversion process. It's the most direct path to more settlements.

  • 3.

    Leverage Your Aggregator

    Capitalize on the advanced fintech solutions your aggregator is investing in.

  • 4.

    Stay Agile & Niche

    Adapt to market shifts like rate cuts and investor surges to serve specific client needs.