Your Broker Admin

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 the world's most recognisable landmarks.

🎯 Reviews Wrap-Up

Week Ending 12 June 2026

This week's review activity saw:

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 5 June 2026

This week's review activity delivered:

Proof once again that n...

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, featuring an explorer with a navigation problem, a cross-country protest movement, and a change to the nation’s coinage.

🎯 Reviews Wrap-Up

Week Ending 29 May 2026

Following the interview, I round out...

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 away, it was very much steady as she goes:

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 iconic Paris landmark opening its doors… with a bit more legwork than expected.

🎯 Reviews Wrap-Up

Week Ending 1 May 2026

This week’s reviews were led by strong...

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 2026

This week’s review activity delivered:

Not th...

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 activity delivered:

🐪 Humpday Hel...

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:

🎯 Reviews Wrap-Up

Week Ending 10 April 2026

This week’s review activity delivered:

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:

🎯 Reviews Wrap-Up

Week Ending 2 April 2026

This week’s review activity delivered:

🐪 Humpday Helper

This week’s Humpday Helpe...

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:

🎯 Reviews Wrap-Up

Week Ending 27 March 2026

This week’s review activity delivered:

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 significant moments in history:

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:

Another strong week of adding value through consistent, well-executed loan reviews.

🐪 Humpday Helper

This week’s Humpday Helper covers two-factor a...

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-Up

Week Ending 6 March 2026

This week’s review activity delivered a healthy mix of:

Summer has packed up and autumn has arrived. In this episode of Your Broker Admin:

🎯 Loan Reviews | Week Ending 27 February 2026

🐫 Humpday Helper

This week I highlight something to be aware of with CBA bridging finance. A small detail that, if missed, can create unnecessary friction in the p...

In this episode of Your Broker Admin:

🧠 Bonus History Bite

🎯 Loan Reviews | Week Ending 13 February 2026

We also unpack two very different client conversations that highlight something important – reviews are about service, expectations, and staying connected before small issues become bigger ones.

🐫 Humpday Helper

A slightly disturbing update from Suncorp that’s worth being aware of.

https://brokerportal.suncorpbank.com.au/content/dam/s...

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 conversations. Fewer surprises.

🧠 Bonus History Bite

🎯 Loan...

Episode 60 looks at near-misses, modern broker behaviour, and why loan reviews continue to quietly deliver value when done consistently.

In this episode:

🔗 Contact the Show

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the...

Episode 59 centres on loan reviews, client conversations and lender updates.

In this episode:

🔗 Contact the Show

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.

👉 https://subscribepage.io/PMmHTL

I read every submission, and wher...

Episode 58 centres on loan reviews, client conversations and the role of detail in building relationships that last.

In this episode:

🔗 Contact the Show

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.

👉 https://subscribepage.io/PMmHTL

I...

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:

🔗 Contact the Show

Got something to add?

You can n...

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, along with a brief look at how the year has landed overall. The wins, the opportunities, and a reminder that even small outcomes tend to add up w...

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.

Got something to add?

You can now send ques...

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 w...

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.

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 stan...

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.

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.

👉 H...

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.

Got something to add?

You can now send questions, loan review...

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.

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Cont...

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 via the new Contact the Show page.

👉 Head here: https://subscribepage.io/PMmHTL

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, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.

👉 Head here...

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.

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest sug...

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:

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the new Contact the Show page.

👉 Head here: https://s...

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 scenarios, topic ideas, or guest suggestions via the new Contact the Show page.

👉 Head here: https://subscribepage.io/PMmHTL

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.