Your Broker Admin

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 endi...

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. T...

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 20...

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 W...

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 endin...

Welcome to Epsiode 49 In 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 vi...

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, lo...

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 w...

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...

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 creates Then in Humpday Helpers, I’ll talk about the benefits of using a Pre-Submission Checklist And finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 26...

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 scenario...

In Humpday Helpers, we have: An update from Galilee on some enhancements to their deal tracking system Orion Details of a policy update from ME Bank regards the use of rental income from a co-owned investment property And a reminder on some changes to Macquarie’s application processes coming into effect on the 22 nd of this month. Then onto our regular reviews wrap up with outcomes from Loan Revie...

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 & CBA Then 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 ING Then 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 out...

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 Brok...

In Humpday Helpers, I talk about the recent access changes to the Dentons Lend Portal along with a quick update on the Advantedge wind down Then 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...

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