Your Broker Admin

This week’s episode of Your Broker Admin asks what makes a great Loan Officer, with Senior Loan Officer Sonal Rajani from Jabsons Finance joining me in the YBA chat room to share what she’s learned along the way. With eight years in the industry, several industry awards and recognition as a high performer, Sonal brings plenty of experience to the conversation. 🧠 History Bite: September 16 brings...

This week’s episode of Your Broker Admin looks at what can happen when you revisit existing client loans, alongside the latest Reviews Wrap-Up, the impending disappearance of Suncorp and the regular History Bite. 🧠 History Bite September 9 brings together a king who chose the wrong side and a major step forward in capturing historical moments. 🎯 Reviews Wrap-Up Week Ending 4 September 2026 This...

This week’s episode of Your Broker Admin asks whether client reviews really need big wins to add value, featuring the latest Reviews Wrap-Up, an important ANZ Broker Portal update and the regular History Bite. 🧠 History Bite September 2 takes us from a city-changing disaster to the curious case of eleven days that simply vanished from the calendar. 🎯 Reviews Wrap-Up Week Ending 28 August 2026 Th...

This week’s episode of Your Broker Admin brings together the latest Reviews Wrap-Up, a practical ME Bank update and the regular History Bite. 🧠 History Bite: August 26 brings together a remarkable prediction from the world of astronomy and the launch of a small car that became a motoring classic. 🎯 Reviews Wrap-Up Week Ending 21 August 2026 The reviews delivered: Interest savings across the book...

This week’s episode of Your Broker Admin welcomes Cynario co-founder & CEO Michael Richardson back to the YBA chat room for his latest quarterly update. If collating information for client reviews is taking up valuable time, Cynario’s latest functionality could provide a solution. But that’s only one part of a much broader conversation about where AI is heading in mortgage broking and how it c...

This week’s episode of Your Broker Admin explores whether waiting for clients to be ready could be costing you, featuring the latest Reviews Wrap-Up, a practical Beyond Bank update and another History Bite. Clients don’t always need to be ready to act today. Sometimes the most valuable conversations happen well before a decision needs to be made. 🧠 History Bite: August 12 brings together examples...

This week’s episode of Your Broker Admin explores how our own perception of situations can shape the way we view what’s possible, featuring the latest Reviews Wrap-Up and another History Bite. This week’s Reviews Wrap-Up features some small sweet fish and client conversations that challenge the Chicken Little effect, highlighting why taking the time to understand the full picture can change the ou...

This week’s episode of Your Broker Admin tackles a confusing NAB home loan update around repayment frequencies and direct debits, while highlighting how consistent review conversations can uncover opportunities and strengthen client relationships. 🧠 Bonus History Bite: July 29 brings two very different examples of formidable forces - from a battle that changed the course of history, to a movement...

This week’s episode of Your Broker Admin brings together the latest Reviews Wrap-Up, an update on upcoming AMP fee changes, and a Bonus History Bite focused on exploration and unexpected journeys. 🧠 Bonus History Bite: July 22 takes us on two very different journeys - from the completion of a historic Canadian crossing to a pioneering solo flight around the world. 🎯 Reviews Wrap-Up Week Ending 1...

This week’s episode of Your Broker Admin brings together the latest Reviews Wrap-Up and a deeper look at some important AML/CTF questions around photo ID retention, alongside another Bonus History Bite. 🧠 Bonus History Bite: July 15 brings two stories of influence and innovation - from the downfall of one of history’s most famous leaders to the beginnings of one of the world’s biggest aviation co...

This week’s episode of Your Broker Admin brings together another Bonus History Bite and the latest Reviews Wrap-Up, including an interesting client conversation that challenges the usual focus on rates alone. 🧠 Bonus History Bite: July 8 delivers two very different stories of success - from a bare-knuckle boxing champion who was expected to take a very different path in life, to a girl group that...

This new financial year episode of Your Broker Admin features a significant Macquarie credit report policy update, the latest Reviews Wrap-Up, and another Bonus History Bite. 🧠 Bonus History Bite: July 1 delivers two moments that ended up shaping history in very different ways - from the launch of a cycling race designed to sell newspapers, to one of the most devastating days of the First World W...

This week's episode of Your Broker Admin features a significant Bankwest policy enhancement, the latest Reviews Wrap-Up, and another Bonus History Bite. 🧠 Bonus History Bite: June 24 delivers a mix of education, royalty and endurance - from centuries-old schools and famous monarchs to a sporting contest so long they eventually changed the rules. 🎯 Reviews Wrap-Up Week Ending 19 June 2026 This we...

This week's episode of Your Broker Admin brings together another Bonus History Bite, the latest Reviews Wrap-Up, and a practical Macquarie tip to help you navigate the broker landscape. 🧠 Bonus History Bite: June 17 delivers stories of devotion, innovation and enduring symbols - from a monument built out of love, to an accidental breakthrough that changed an industry, and the arrival of one of th...

This week on Your Broker Admin , I kick things off with another Bonus History Bite before diving into the latest review outcomes and broker updates. 🧠 Bonus History Bite: June 10 brings together a tale of hysteria and a tale of discovery - from the first execution of the Salem witch trials to an accidental encounter with one of Australia's greatest natural wonders. 🎯 Reviews Wrap-Up Week Ending...

This week on Your Broker Admin , I’m back in the YBA Chat Room with Michael Richardson , co-founder and CEO of Cynario, for our latest quarterly update. We discuss what’s been happening behind the scenes, recent developments, and where the platform is heading next. https://www.brokerdaily.au/broker-innovation-summit/ 🧠 Bonus History Bite: June 3 turns into an unexpectedly Canadian affair, featuri...

This week on Your Broker Admin , I’m back behind the mic after a wedding and a proper break away - the first extended time off from the business in 10 years. 🧠 Bonus History Bite: May 27 delivers a mixed bag of pop culture, music and resilience - from animated pigs and iconic songwriting to one of cinema’s most memorable superheroes. 🎯 Reviews Wrap-Up Three Weeks Ending 22 May 2026 While I was a...

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 ico...

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-Up Week Ending 24 April 20...

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-Up Week Ending 17 April 2026 This week’s review...

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-Up Week Ending 10 April 20...

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-Up Week Ending 2 April 2026 This week’s review activity delivered: A lighter wee...

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...

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 Bite March 25 marks two...

Episode 65 of Your Broker Admin starts with another Bonus History Bite , before diving into the week’s broker insights and tips. Bonus History Bite March 18 features two key moments: the Tolpuddle martyrs' sentence to transportation in 1834 and the mysterious death of Bob Woolmer in 2007. 🎯 Reviews Wrap-Up Week Ending 13 March 2026 This week’s review activity delivered: Interest savings for clien...