Your Broker Admin

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, a few decent savings, and at least one client who walked away with an early Christmas present.

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 ending 28 November 2025. Another solid finish to the month, with rate reductions, new lending opportunities along with a reminder that keeping your brand front of mind can quietly work wonders.

Some historical cultural events to start.

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. 

Then we’ll head over to the Reviews Wrap-Up, where we unpack the outcomes from the week ending 21 November 2025. Another solid batch of results, a standout Macquarie win that feels like finding a twenty in your old jeans, a fresh refinance opportunity, and yes - the S

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 2025, because persistence is still a business strategy

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 Wrap-Up, covering the latest outcomes from reviews completed during the week ending 7 November 2025.

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 ending 31 October 2025.

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.

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.

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 week ending 10 October 2025.

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 for the first 3 months after your free trial.

https://cynario.ai/

Following on from the interview with Michael, we’ll have a quick...

In this week’s Episode, we’ll cover off on the following:

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.

In Humpday Helpers, we have:

Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 12 September 2025.

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 outcomes from Loan Reviews completed during the week ending 22 August 2025.

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 Broker network.

The interview with Glen is a bit longer than usual as we have a lot to discuss, so there will be no Humpday Helper or R...

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 June 2025.

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 wrap up with outcomes from Loan Reviews completed during the week ending 6 June 2025.

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:

https://calendly.com/pilotfinancialservicesacademy/1on1training-discovery-call

And finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 4 April 2025.

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 goals following the step up into her new role. https://brokerengine.com.au/

And finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 7 March 2025.

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.