Your Broker Admin

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 Bite March 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-U...

Summer has packed up and autumn has arrived. In this episode of Your Broker Admin : 🎯 Loan Reviews | Week Ending 27 February 2026 Interest savings secured for clients New lending opportunities created through timing and proactive contact A couple of client conversations that reinforce why structured reviews still matter As always, the outcomes weren’t just about rate reductions. They were about s...

In this episode of Your Broker Admin : 🧠 Bonus History Bite 🎯 Loan Reviews | Week Ending 13 February 2026 8 rate reductions delivering $4,000 in annual savings Three new lending opportunities worth over $2.2m An ANZ standout with a 0.32% reduction Why reviews are about more than just basis points We also unpack two very different client conversations that highlight something important – reviews...

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=8987db Good systems. Clear conversatio...

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 opportunities Insights drawn from client conversations during recent reviews A Humpday Helper segment offering observations on how broker support s...

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 conversations This week’s Humpday Helper where we share recent updates from AFG Home Loans & Suncorp Your regular Bonus History Bite to kick things off 🔗 Contact the Show Got something to add...

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 2026 Observations on how small process decisions can have outsized impacts over time Review tips for MA Money and Wave Money A Bonus History Bite to getting things going 🔗 Contact the Show Go...

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 conversations A revisit of an earlier YBA interview unpacking what really happens...

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, alo...

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,...

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...