Your Broker Admin

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.

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.

Week Ending 17 July 2026

This week’s reviews delivered another steady set of results, including:

• Interest savings continuing to accumulate
• New lending opportunities identified
• More relationship-building client conversations

A reminder that sometimes the value of a review isn’t just the immediate outcome, but the conversations that open up new possibilities.

This week’s Humpday Helper covers an upcoming AMP fee change update and what brokers need to be aware of moving forward.

Whether it’s explorers finding new routes or brokers helping clients navigate changing circumstances, the path forward isn’t always the one originally planned.

Sometimes the biggest outcomes come from being prepared to adjust direction.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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 companies.

Week Ending 10 July 2026

This week’s reviews delivered plenty to unpack:

• Interest savings continuing across the book
• New lending opportunities identified
• Valuable client conversations highlighting the importance of asking the right questions

Sometimes the biggest outcomes start with the simplest conversation.

This week’s Humpday Helper looks at the recently released AML/CTF Act changes, specifically around the retention of photo ID documents.

https://www.oaic.gov.au/privacy/privacy-guidance-for-organisations-and-government-agencies/organisations/privacy-guidance-for-reporting-entities-under-the-anti-money-laundering-and-counter-terrorism-financing-act

There are still some areas where further clarification would be helpful, and this episode explores some of the questions brokers may need to consider as the changes take effect.

Episode 80 reinforces a simple theme: good outcomes often come from good conversations.

Whether it’s understanding what clients need, exploring new lending possibilities, or working through changing compliance requirements, sometimes the most valuable step is simply asking the question.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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 became a global phenomenon.

Week Ending 3 July 2026

This week’s review activity brought rate reductions back into focus, alongside:

• Further interest savings opportunities
• An enlightening client conversation involving a genuine Macquarie fan
• Another reminder of the value of consistent client engagement

Sometimes the most valuable insight from a review isn't just the rate outcome, but understanding what clients genuinely value about their lending experience.

Rates, relationships and lender preferences all play a role in the ongoing broker-client conversation. Episode 79 explores why regular reviews are about more than just chasing numbers.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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 War.

Week Ending 26 June 2026

This week’s review activity highlights:

• A strong example of synchronicity between lender and broker outcomes
• Continued interest savings across the book
• Ongoing client conversations reinforcing review value

A solid way to round out the financial year on the review side.

This week’s Humpday Helper covers a key Macquarie policy update around credit reports that brokers need to be across when assessing applications.

As a new financial year begins, Episode 78 focuses on momentum, policy awareness, and the value of consistent reviews in keeping broker workflows tight and clients engaged.

And a quick shout-out to a long-time listener who keeps appearing in the weekly stats. Definitely not unnoticed.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

This week's episode of Your Broker Admin features a significant Bankwest policy enhancement, the latest Reviews Wrap-Up, and another 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.

Week Ending 19 June 2026

This week's review activity saw:

• Interest savings continuing to accumulate
• More insightful client conversations
• Further examples of why regular client engagement remains valuable

The reviews continue to reinforce a simple reality: clients' circumstances change, opportunities emerge, and conversations matter.

This week's Humpday Helper covers a somewhat surprising Bankwest LMI Waiver update.

The expanded employer eligibility list now includes employees from a range of nominated technology and banking organisations, potentially creating additional opportunities for qualifying borrowers.

Bankwest Home Lending Portal:

Bankwest Home Lending Portal Policy Search

Nominated Technology Employers

• Adobe
• Alphabet
• Amazon
• Apple
• Atlassian
• Meta
• Microsoft
• Salesforce
• Xero

Nominated Banking Employers

• ANZ Group
• CBA Group
• NAB Group
• Westpac Group
• Macquarie
• ING
• BOQ Group
• Bendigo & Adelaide Bank Group
• HSBC
• AMP

Whether it's adapting to changing client circumstances, identifying opportunities through reviews, or keeping pace with lender policy changes, consistent attention to detail continues to pay dividends.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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.

Week Ending 12 June 2026

This week's review activity saw:

• Interest savings continuing to accumulate
• More of those insightful client conversations that highlight the value of staying engaged

Another reminder that reviews aren't just about rates - they're about understanding what's changed in a client's world and identifying opportunities to support them.

This week's Humpday Helper covers a practical Macquarie servicing calculator tip, specifically around entering HELP repayments to maximise outcomes.

Whether it's accidental discoveries, enduring legacies or meaningful client conversations, this week's episode highlights how paying attention to the details can often lead to the most valuable outcomes.

Got something to add?

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

👉 https://pmmhtl.subscribepage.io/

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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.

Week Ending 5 June 2026

This week's review activity delivered:

• Another round of interest savings
• An unexpected lending opportunity
• More of those all-important client conversations

Proof once again that no two review weeks are ever quite the same.

This week's Humpday Helper covers an update to ME Bank's settlement agent arrangements and what brokers need to be aware of moving forward.

From unexpected discoveries to unexpected lending scenarios, this week's episode highlights the importance of staying curious, asking questions, and keeping clients engaged through regular reviews.

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 where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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/

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.

Week Ending 29 May 2026

Following the interview, I round out the episode with the latest Reviews Wrap-Up covering the week ending 29 May 2026.

Technology continues to reshape how brokers operate, but the fundamentals remain the same. This episode combines a look at platform innovation with the ongoing value of consistent client reviews and engagement.

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 where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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.

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.

Three Weeks Ending 22 May 2026

While I was away, it was very much steady as she goes:

• Continued interest savings across reviews
• New lending opportunities identified
• More valuable client conversations continuing in the background

A good reminder that strong systems and continuity matter when building a sustainable broker business.

This week’s Humpday Helper covers an interesting and slightly obscure Suncorp self-employed policy nuance that brokers & admins should be aware of.

A good episode for stepping back and looking at the importance of strong foundations - both in business systems and in the relationships that keep things moving while you’re away.

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 where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.

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/

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.

Week Ending 1 May 2026

This week’s reviews were led by strong interest savings and a follow-up result from last week that was worth revisiting.

A good reminder that persistence matters, and that you don’t always have to accept the first coffee offered if it doesn’t taste quite right.

A focused episode with a strong conversation around training, structure and support within the broker space. A good reminder that building capability behind the scenes is just as important as what shows up in the numbers.

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 where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.