Your Broker Admin

This week on Your Broker Admin, we're back in the YBA chat room where I catch up with Sarah Allen again, founder and trainer at Pilot Financial Services Academy, for the latest updates on her Parabroking training program.https://www.pilotfinancialservicesacademy.com.au/🧠 Bonus History Bite:May 6 brings us a couple of practical innovations - from the introduction of prepaid postage to an iconic Paris landmark opening its doors… with a bit more legwork than expected.🎯 Reviews Wrap-UpWeek Ending 1 May 2026This week’s reviews were led by strong interest savings and a follow-up result from last week that was worth revisiting.A good reminder that persistence matters, and that you don’t always have to accept the first coffee offered if it doesn’t taste quite right.The Big PictureA focused episode with a strong conversation around training, structure and support within the broker space. A good reminder that building capability behind the scenes is just as important as what shows up in the numbers.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, as usual I kick off with another Bonus History Bite before plunging into the latest broker insights and tips.🧠 Bonus History Bite:April 29 delivers a contrast in legacy - from the publication of a language staple to an extraordinary act of wartime heroism.e early days of a baseball legend, and a modern-day climate pact.🎯 Reviews Wrap-UpWeek Ending 24 April 2026This week’s review activity delivered:Lower volumes overallSolid interest savings outcomesFurther new lending opportunitiesContinued client conversations that keep the pipeline movingNot the busiest week on paper, but still producing sturdy results where it counts.🐪 Humpday HelperThis week’s Humpday Helper covers an important update around CBA applications that’s worth factoring into your process.The Big PictureEven when volumes dip, consistent reviews and structured conversations continue to deliver results. This week reinforces the value of staying disciplined and keeping the process tight.lumes dip, consistent reviews and structured conversations continue t🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, I kick off with our regular Bonus History Bite before getting into the usual mix of reviews and broker tips. 🧠 Bonus History Bite:April 22 delivers a mix of survival, sport and global agreements - from a doomed Arctic expedition, to the early days of a baseball legend, and a modern-day climate pact.🎯 Reviews Wrap-UpWeek Ending 17 April 2026This week’s review activity delivered:Solid interest savings across the boardNew lending opportunities identifiedA couple of deeper client conversations worth noting🐪 Humpday HelperThis week’s Humpday Helper covers a handy NextGenID tip - reusing completed ID verifications to streamline your process and avoid unnecessary duplication.The Big PictureA strong mix of outcomes and efficiency. Between solid review results and smarter use of tools, this week reinforces the value of keeping your processes tight and your client conversations consistent.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, we kick off with our regular Bonus History Bite before diving into the latest broker insights and tips.🧠 Bonus History Bite:April 15 brings us a rather tragic series of events:In 1865, US president Abraham Lincoln dies.Then in 1912, the RMS Titanic sinks.And in 2019, fire ravages the Notre-Dame Cathedral in Paris.🎯 Reviews Wrap-UpWeek Ending 10 April 2026This week’s review activity delivered:A shorter week with staff enjoying extended breaksLower activity levels, but still some solid client conversations moving forwardWhile it was a quieter week, the conversations continue to roll on, and opportunities are still being explored.🐪 Humpday HelperThis week’s Humpday Helper covers a useful Broker Engine tip for handling deals with multiple unrelated applicants.The Big PictureA quieter week, but with steady client engagement and useful tips to help brokers navigate their processes more effectively. Episode 69 brings practical insights to stay ahead.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, we kick off with our regular Bonus History Bite before diving into the latest broker insights and tips.🧠 Bonus History Bite:April 8 delivers a couple of interesting moments, including the introduction of glass milk bottles in 1879 and a hidden gem unearthed in 2021.🎯 Reviews Wrap-UpWeek Ending 2 April 2026This week’s review activity delivered:A lighter week with measurable outcomesInsightful client conversations that highlight the importance of staying engaged and consistently reviewing opportunities🐪 Humpday HelperThis week’s Humpday Helper covers a quick tip on the old Westpac application numbers for those newer to the industry.The Big PictureA mix of nostalgia, hidden gems, and solid broker insights. Episode 68 brings you practical takeaways for staying engaged and seizing new opportunities.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, we kick off with a Bonus History Bite before diving into the latest broker insights and tips.🧠 Bonus History Bite:April 1 brings us two interesting historical moments:A theory on the origin of April Fool’s Day, And in 1778, how a New Orleans businessman Oliver Pollock accidentally created the most recognised monetary symbol through bad handwriting?🎯 Reviews Wrap-UpWeek Ending 27 March 2026This week’s review activity delivered:More interest savings for clientsNew lending opportunities uncoveredInsightful conversations with clients from a purchased loan bookA strong week with continued positive outcomes and valuable client interactions.🐪 Humpday HelperThis week’s Humpday Helper covers a critical policy update from Great Southern Bank that brokers need to know when resubmitting pre-approvals for formal approval.The Big PictureFrom fun history facts to valuable lending insights and policy updates, Episode 67 gives brokers everything they need to keep their business flowing smoothly as we head into the Easter weekend.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week on Your Broker Admin, I’m joined by James McCracken, principal and founder of The Successful Adviser, in the YBA Chat Room. James shares his insights into his role as a Broker Business Coach and how effective support structures can benefit both brokers and their support teams.You can learn more about James and his work at The Successful Adviser.Bonus History BiteMarch 25 marks two significant moments in history:In 421, the City of Venice was founded — at noon, on a Friday, no less.In 1996, Comet C/1996 B2 (Hyakutake) passed within 15 million kilometres of Earth. "Missed us by that much."🎯 Reviews Wrap-UpWeek Ending 20 March 2026This week’s review activity delivered:Continued interest savingsNew lending opportunitiesA slightly concerning conversation with one client that will require further attentionAnother busy week with a mix of solid progress and the occasional unexpected challenge.The Big PictureFrom coaching insights to practical loan reviews, Episode 66 brings together ways brokers can strengthen their business foundations and continue improving client outcomes while tackling new challenges.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

Episode 65 of Your Broker Admin starts with another Bonus History Bite, before diving into the week’s broker insights and tips.Bonus History BiteMarch 18 features two key moments: the Tolpuddle martyrs' sentence to transportation in 1834 and the mysterious death of Bob Woolmer in 2007.🎯 Reviews Wrap-UpWeek Ending 13 March 2026This week’s review activity delivered:Interest savings for clientsNew lending opportunities uncoveredThought-provoking client conversationsAnother strong week of adding value through consistent, well-executed loan reviews.🐪 Humpday HelperThis week’s Humpday Helper covers two-factor authentication coming to Cotality. I share details on what brokers need to know as the feature is introduced, and how to get ready. Further detail available via the link below.https://auhelpcentre.corelogic.com.au/hc/en-au/sections/15105451988623-Multi-Factor-Authentication?… The Big PictureA solid week for loan reviews, new opportunities, and enhancing security with the introduction of two-factor authentication. Episode 65 brings those elements together in practical ways for brokers looking to stay ahead of the curve.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

Episode 64 of Your Broker Admin kicks off with another Bonus History Bite before diving into the latest broker insights from the week that was.Bonus History BiteMarch 11 delivers a couple of interesting moments in history - including the beginnings of one of the world’s most famous auction houses and a chapter in the story of a legendary rock frontman looking to reset in Paris.🎯 Reviews Wrap-UpWeek Ending 6 March 2026This week’s review activity delivered a healthy mix of:Interest savings for existing clientsNew lending opportunities uncovered through review conversationsRelationship-building discussions with borrowersReviews continue to prove they’re not just about shaving a few basis points. They open the door to deeper conversations and new opportunities.🐪 Humpday HelperThis week’s Humpday Helper looks at the recent updates to the ANZ Broker Portal and what brokers should know when navigating the changes.The Big PictureLoan reviews, broker tools and client conversations all play a role in keeping a loan book active and engaged. Episode 64 pulls those threads together with a look at what’s happening right now inside the broker ecosystem.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

Summer has packed up and autumn has arrived. In this episode of Your Broker Admin:🎯 Loan Reviews | Week Ending 27 February 2026Interest savings secured for clientsNew lending opportunities created through timing and proactive contactA couple of client conversations that reinforce why structured reviews still matterAs always, the outcomes weren’t just about rate reductions. They were about staying connected and being ready when the opportunity presented itself.🐫 Humpday HelperThis week I highlight something to be aware of with CBA bridging finance. A small detail that, if missed, can create unnecessary friction in the process.Plus, your weekly Bonus History Bite featuring presidential inauguration dates, the Hindenburg’s first flight, and a reminder that sometimes substitutions don’t end well.Consistent reviews. Clear conversations. Thoughtful timing.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

In this episode of Your Broker Admin:🧠 Bonus History Bite🎯 Loan Reviews | Week Ending 13 February 20268 rate reductions delivering $4,000 in annual savingsThree new lending opportunities worth over $2.2mAn ANZ standout with a 0.32% reductionWhy reviews are about more than just basis pointsWe also unpack two very different client conversations that highlight something important – reviews are about service, expectations, and staying connected before small issues become bigger ones.🐫 Humpday HelperA slightly disturbing update from Suncorp that’s worth being aware of.https://brokerportal.suncorpbank.com.au/content/dam/suncorp/businesspartners/secure/documents/suncorp-broker-authority-for-existing-loans.pdfAs always, this episode is about consistency, conversations, and doing what you say you’ll do.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.from ANZ and Firstmac in the company and trust home loan lending space.

This week on Your Broker Admin, I catch up with Michael Richardson for an update on the latest developments with Cynario.We unpack what’s new, what’s changed, and what Brokers should be aware of when it comes to integrating Cynario into their workflow. If you’re using the platform – or considering it – this one’s worth your time.https://www.cynario.ai/?ref=8987dbGood systems. Clear conversations. Fewer surprises.🧠 Bonus History BiteThe 1862 Legal Tender Act and the birth of the greenbackA record-breaking 18,020 mile tandem bicycle journey🎯 Loan Reviews | Week Ending 20 February 2026A quick snapshot of the week’s review activity and the ongoing value of consistent client engagement.As always, this episode reinforces a simple theme – consistency, clarity, and staying on the front foot with both clients and systems.Good systems. Clear conversations. Fewer surprises.🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.from ANZ and Firstmac in the company and trust home loan lending space.

Episode 60 looks at near-misses, modern broker behaviour, and why loan reviews continue to quietly deliver value when done consistently.In this episode:A wrap-up of loan review outcomes from the week ending 6 February 2026, including standout lending opportunitiesInsights drawn from client conversations during recent reviewsA Humpday Helper segment offering observations on how broker support staff are showing up on LinkedInA Bonus History Bite to round things out🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.from ANZ and Firstmac in the company and trust home loan lending space.

Episode 59 centres on loan reviews, client conversations and lender updates.In this episode:Loan Reviews wrap-up for the week ending 30 January 2026, including outcomes and insights from recent client conversationsThis week’s Humpday Helper where we share recent updates from AFG Home Loans & SuncorpYour regular Bonus History Bite to kick things off🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.from ANZ and Firstmac in the company and trust home loan lending space.

Episode 58 centres on loan reviews, client conversations and the role of detail in building relationships that last.In this episode:Loan review outcomes and client insights from the week ending 23 January 2026Observations on how small process decisions can have outsized impacts over timeReview tips for MA Money and Wave MoneyA Bonus History Bite to getting things going🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

Episode 57 of Your Broker Admin kicks off the year with a mix of loan review outcomes, lender updates, and a behind-the-scenes look at how structured review programs actually work in practice.In this episode:Loan Reviews wrap-up for the week ending 16 January 2026, including outcomes and insights from recent client conversationsA revisit of an earlier YBA interview unpacking what really happens during a loan reviewThis week’s Humpday Helper, covering recent ANZ and Firstmac updatesA Bonus History Bite to round things out🔗 Contact the ShowGot something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.👉 https://subscribepage.io/PMmHTLI read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

Your final Bonus History Bite for 2025.In this week’s Humpday Helper, it’s a real mixed bag. Some practical ANZ loan finder tips, a Bankwest pricing quirk that adds an extra step where you weren’t expecting one, plus a couple of notable updates from VMG and Westpac that are worth having on your radar.Then we’ll move into the Loan Reviews Wrap-Up, covering the week ending 12 December 2025, along with a brief look at how the year has landed overall. The wins, the opportunities, and a reminder that even small outcomes tend to add up when you stay consistent.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page. 👉 Head here: https://subscribepage.io/PMmHTL

Up first, we have your weekly Bonus History Bite.This week’s Humpday Helper looks at the minimum requirements for credit analysis. Nothing groundbreaking - just the information you actually need upfront so you don’t spend the rest of the process untangling guesswork. And who needs that?Then we move into the Reviews Wrap-Up, covering the week ending 5 December 2025. A steady start to the month, a few decent savings, and at least one client who walked away with an early Christmas present.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page. 👉 Head here: https://subscribepage.io/PMmHTL

First up, we have our our Bonus History Bite.In this week’s Humpday Helper, I’ll step you through the processes for completing pricing reviews with Bendigo & Adelaide Bank. Whilst you are unable to lodge new loans with Adelaide Bank anymore, you can still complete pricing reviews for existing ones. Then, we’ll head into the Reviews Wrap-Up, where we break down the results from the week ending 28 November 2025. Another solid finish to the month, with rate reductions, new lending opportunities along with a reminder that keeping your brand front of mind can quietly work wonders.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page. 👉 Head here: https://subscribepage.io/PMmHTL

To start, we have our our Bonus History Bite.On to this week’s Humpday Helper, where I share a slightly personal one - a learning curve on the joys and frustrations of AI-generated content, and my ongoing battle to avoid those regrettable long dashes in everything I write. Turns out you can actually train an AI to avoid them. It just takes time, persistence, and the occasional emotional bribe.Then we’ll head over to the Reviews Wrap-Up, where we unpack the outcomes from the week ending 21 November 2025. Another solid batch of results, a standout Macquarie win that feels like finding a twenty in your old jeans, a fresh refinance opportunity, and yes - the Scrooge Lender of the Week making yet another appearance.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

This week’s Humpday Helper #159 brings a lovely assortment of quirks from NAB, Bankwest and Macquarie - the type that make you question both product testing and human civilisation. Policies change, platforms evolve, but the national sport of “workarounds” continues.Then we’ll head into the Reviews Wrap-Up and check the outcomes from the loan reviews completed during the week ending 14 November 2025, because persistence is still a business strategy.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

This week on Your Broker Admin, we’re diving deep into the world of Loan Reviews with my guest, Guy Whelan, Senior Loan Reviews Officer at MBES Australia.We’ll explore what actually happens during a Loan Review and the massive benefits of having a structured program in place to maximise retention and growth opportunities.After my interview with Guy, we’ll jump straight into the Loan Reviews Wrap-Up, covering the latest outcomes from reviews completed during the week ending 7 November 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

The half ton has been reached. Episode 50!!To kick things off, we’re starting with a bit of a fire-starter topic - Macquarie’s decision to pause company and trust applications.Then in Humpday Helpers, a quick update from Cotality on their planned MFA implementation.And finally, we'll mellow things down with the Loan Reviews Wrap-Up, going through what came out of the reviews for the week ending 31 October 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

Welcome to Epsiode 49In this week’s Humpday Helper, I have another AFG Compliance tip, some NAB submission hacks and an important process update from the TMB Group.Then we’ll jump into the Loan Reviews Wrap-Up and look at what came out of the reviews for the week ending 24 October 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

Well, here we are at Episode 48.Now, in this week’s Humpday Helper, I have a few enlightening updates this week to keep you in the loop — some sharp product moves, a new policy gem, and a couple of handy process upgrades.Then we’ll jump into the Loan Reviews Wrap-Up and look at what came out of the reviews for the week ending 17 October 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

Well here we are at Episode 47 and only 10 more weeks till Christmas.In this week’s Humpday Helpers, I’ve got a couple of tasty little morsels for you — a slightly obscure one about Macquarie’s interest-only terms, and another on some AFG compliance bits that’ll make your file reviews a touch easier.Then we’ll jump into the Loan Reviews Wrap-Up and look at what came out of the reviews for the week ending 10 October 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

In this week’s episode, I’m super excited to say we have Michael Richardson, CEO & Co-Founder of Cynario in the YBA Chat Room with me. I’ve been working on getting this one organised for a couple of months now, as much for myself as you, the Podcast listeners.Michael has also provided me with a special promotion code that will entitle new subscribers to a 25% discount on the subscription fee for the first 3 months after your free trial.https://cynario.ai/Following on from the interview with Michael, we’ll have a quick update from VMG & then into the reviews wrap-up.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

In this week’s Episode, we’ll cover off on the following:Firstly, I share my thoughts on the confusion with role classifications within the Broker industry and the issues this then potentially createsThen in Humpday Helpers, I’ll talk about the benefits of using a Pre-Submission ChecklistAnd finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 26 September 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

In Humpday Helpers, I share my thoughts about getting your Loan Processes set up as early as possible to maximise efficiencies down the track.Also, a quick update from AMP regarding a change in settlement agent.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 19 September 2025.Got something to add?You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.👉 Head here: https://subscribepage.io/PMmHTL

In Humpday Helpers, we have:An update from Galilee on some enhancements to their deal tracking system OrionDetails of a policy update from ME Bank regards the use of rental income from a co-owned investment propertyAnd a reminder on some changes to Macquarie’s application processes coming into effect on the 22nd of this month.Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 12 September 2025.

In Humpday Helpers, I’ll step you through the process for completing pricing reviews with a not so well lender in QBank (formerly the Police Credit Union).I also have some quick updates from lenders VMG, AMP & CBAThen our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 5 September 2025.

In Humpday Helpers, I’ll step you through the processes for completing pricing reviews with INGThen our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 29 August 2025.

In Humpday Helpers, I share some tips around finance approval processes in SA & WA, including how to deal with FHB Stamp Duty concession files in WA along with a couple of reminders relating to AMP’s Broker Portal & the upcoming end of using IDYou with Go Edge.Please see full T&Cs for more details on AMP's promotional Refinance cashback offer.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 22 August 2025.

In Humpday Helpers, I provide updates on:- the new Commbroker delegate access requirements - changes to Bankfirst’s discharge process.Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 15 August 2025.

This week I’m excited to say that I’m joined in the YBA chat room by Glen McKay, Executive General Manager of Distribution & Mortgage Operations with the Victorian Mortgage Group, or VMG as they are commonly known. https://vicgroup.com.au/Glen shares with us how & why he came to be with VMG along with the niche offering they have carved out that's providing substantial wins for their Broker network.The interview with Glen is a bit longer than usual as we have a lot to discuss, so there will be no Humpday Helper or Reviews Wrapup this week.

In Humpday Helpers, I talk about the recent access changes to the Dentons Lend Portal along with a quick update on the Advantedge wind downThen our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 1 August 2025.

In Humpday Helpers, I have another couple of updates to share with you. Firstly, an update to the CBA Guarantor Policy and then we have Macquarie with some improvements to it’s document upload function in the Broker Portal. Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 25 July 2025 plus a reviews milestone update.

In Humpday Helpers, I have a couple of things to share this week. Firstly, what happens when you remove stages from your Broker Engine boards with workflows linked and an update on NextGen ID requirements with MyState Bank.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 18 July 2025.

In Humpday Helpers, I share my thoughts on the value that quality submission notes potentially have on an application.Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 11 July 2025.

This week I’m joined in the YBA chat room by Kym Alexander, Founder & Principal with Think Finance to talk about her broker journey. In Humpday Helpers, I share news about ING switching settlement agents from Dentons to MSA National. And in the reviews wrap up, I’ll go through the outcomes from Loan Reviews completed during the week ending 4 July 2025.

In Humpday Helpers, I run through how you go about completing loan rate reviews with ANZ and what happens if the loan is not under your Broker code.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 27 June 2025.

In Humpday Helpers, I talk about the recent NAB announcement to close down their white-label offering Advantedge and what’s happening around that.https://www.linkedin.com/in/rob-cummings-96670619/recent-activity/all/Also, an update on a resolution for a previously highlighted Broker Engine issue.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 20 June 2025.

In Humpday Helpers, I share some some handy tips to follow to avoid any delays with ordering valuations and processing your documents with AMPThen our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 13 June 2025.

This week, I’m joined in the YBA Chat Room by Marcus Lowe, Franchise Owner of MoneyQuest Cheltenham for an in-depth conversation about his broking journey, along with some other things.In Humpday Helpers, I share an article on some advanced Broker Engine workflow tips as provided by a number of experienced users.https://brokerengine.com.au/advanced-workflow-tips/And finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 6 June 2025.

In Humpday Helpers, I share some tips around the post approval process with People’s Choice Credit Union as provided by the State Manager.https://www.linkedin.com/in/rob-cummings-96670619/recent-activity/all/Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 30 May 2025.

In Humpday Helpers, I share some info on Melbourne based non-bank lender the Victorian Mortgage Group https://vicgroup.com.au/Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 23 May 2025.

In Humpday Helpers, I share how you go about completing a rate review with Adelaide Bank and what happens if the loan is not under your Broker code.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 16 May 2025.

We jump straight into the chat with my guest Karla Horne, Administration Assistant with MoneyQuest Cheltenham & Beaumaris. Then onto a quick wrap up with outcomes from Loan Reviews completed during the week ended 9 May 2025.

In Humpday Helpers, I share a recent aggregator communication to their Broker network warning about the risks of hiring offshore staff directly.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 2 May 2025.

In Humpday Helpers, I’ll provide you with a refresher on the process for signing of ANZ loan documents.Then our regular reviews wrap up with outcomes from Loan Reviews completed during the last 2 weeks ending 18  & 25 April 2025.