Finance Specialist: Why deals fail and how to win

The number one reason deals fail? A lack of deep client understanding. Carter argues that rushing to lodge paperwork often leads to errors that delay the entire process. By “slowing down to speed up,” brokers can identify cash flow nuances and address potential credit concerns before they reach the assessor.

As well as unpacking the mistakes brokers keep making and how to structure SME finance deals that do get approved, the co-hosts also delve into what human-first AI usage looks like, the importance of a well-structured credit memorandum, and the secret sauce brokers need to use when talking to credit teams.

Tune in to find out how brokers can drastically increase their approval odds.

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