Your Broker Admin

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...

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.

In Humpday Helpers, I’ll share how you go about completing a rate review with Beyond 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 11 April 2025.

In Humpday Helpers, I have a quick update on the TMB group & Next Gen ID. Then I catch up with my guest Sarah Allen, Founder & Trainer with the Pilot Financial Services Academy to share everything academy related plus a little bit more. https://www.pilotfinancialservicesacademy.com.au/ If you are enquiring about 1 on 1 training with Sarah you can book in a call via the following link: http...

In Humpday Helpers, I’ll share some learnings for us on default deal boards within Broker Engine following a recent mini crisis around access.   Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 28 March 2025.

In Humpday Helpers, I’ll share my thoughts on what I believe is a critical element to being successful in a Broker Support role.   Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 21 March 2025.

In Humpday Helpers, I’ll share some of our learnings from processing loan applications through the new Broker Engine lodgement function.   Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 14 March 2025.

I’m thrilled to say we have another guest joining me in the YBA chat room this week. Firstly in Humpday Helpers, I’ll share how you go about completing a rate review with Bankfirst and what happens if the loan is not under your Broker code. Then I catch up with my guest Shelley Maher, Business & Operations Manager with Broker Engine to share a little bit about her musical links and also her go...

In Humpday Helpers, I’ll share my thoughts on the important role that workflows play in a Broking business.   Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 28 February 2025.

In this week's Humpday Helper, I’ll go over some vagaries in the planned rate changes for Edge Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 21 February 2025.

In Humpday Helpers, I’ll share how you go about completing a rate review with Firstmac and what to do 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 14 February 2025.

Firstly, in Humpday Helpers, I’ll be sharing an article I’ve found on Document Collection Best Practices. Then I catch up with my guest Vanessa Lewis, Director of Education with the National Lending Group to share a little bit about her culinary skills and lots about her role and the important part it potentially plays for aspiring Brokers. And finally, our regular reviews wrap up with outcomes fr...

In Humpday Helpers, I’ll share details from our reviews process database of how you go about completing a rate review with ME Bank, whether you were the original loan writer or not. Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 31 January 2025.

In Humpday Helpers, I’ll share some tips on how we have enhanced our communication with clients in relation to settlements. Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 24 January 2025.

In Humpday Helpers, I’ll touch base on utilising the lender Settlement Agent portals. Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 17 January 2025.

Here’s what we have in the show for you this week: Firstly, in Humpday Helpers, I share some info on transferring ING loans between different Broker codes. Then I catch up with Pat Ryan, AFG Broker & Principal of the Ryan Finance Group in the YBA Chat Room where he’ll share a bit about his Broker journey with us. Then finally, our regular reviews wrap up with outcomes from Loan Reviews complet...

Firstly in Humpday Helpers, I’ll share some tips on the use of Chrome profiles. Then it's our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 13 December 2024.

In Humpday Helpers, I’ll share some upcoming changes to Westpac’s opening accounts process for new home loan customers. Then I catch up with Craig Mair, Founder & CEO of Appreci, to chat about their foray into the Broker Market with their customer & staff appreciation program. Now there’s a special promotion that Craig is offering to new Appreci users You just need to listen to the podcast...

In Humpday Helpers, I’ll share my thoughts on the potential benefits of using a service like TouchSMS. Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 29 November 2024.

In Humpday Helpers, I’ll discuss Bankwest’s new Digital ID Check process followed by a quick tip on a handy use for the Broker Engine checklists. To finish off, it’ll be our regular reviews wrap with outcomes from Loan Reviews completed during the week ended 22 November 2024.