Your Broker Admin

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.

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.