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.

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.

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.

Week Ending 24 April 2026

This week’s review activity delivered:

• Lower volumes overall
• Solid interest savings outcomes
• Further new lending opportunities
• Continued client conversations that keep the pipeline moving

Not the busiest week on paper, but still producing sturdy results where it counts.

This week’s Humpday Helper covers an important update around CBA applications that’s worth factoring into your process.

Even when volumes dip, consistent reviews and structured conversations continue to deliver results. This week reinforces the value of staying disciplined and keeping the process tight.

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 kick off with our regular Bonus History Bite before getting into the usual mix of reviews and broker tips.

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.

Week Ending 17 April 2026

This week’s review activity delivered:

• Solid interest savings across the board
• New lending opportunities identified
• A couple of deeper client conversations worth noting

This week’s Humpday Helper covers a handy NextGenID tip - reusing completed ID verifications to streamline your process and avoid unnecessary duplication.

A strong mix of outcomes and efficiency. Between solid review results and smarter use of tools, this week reinforces the value of keeping your processes tight and your client conversations consistent.

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 kick off with our regular Bonus History Bite before diving into the latest broker insights and tips.

April 15 brings us a rather tragic series of events:

• In 1865, US president Abraham Lincoln dies.
• Then in 1912, the RMS Titanic sinks.
• And in 2019, fire ravages the Notre-Dame Cathedral in Paris.

Week Ending 10 April 2026

This week’s review activity delivered:

• A shorter week with staff enjoying extended breaks
• Lower activity levels, but still some solid client conversations moving forward
• While it was a quieter week, the conversations continue to roll on, and opportunities are still being explored.

This week’s Humpday Helper covers a useful Broker Engine tip for handling deals with multiple unrelated applicants.

A quieter week, but with steady client engagement and useful tips to help brokers navigate their processes more effectively. Episode 69 brings practical insights to stay ahead.

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 kick off with our regular Bonus History Bite before diving into the latest broker insights and tips.

• April 8 delivers a couple of interesting moments, including the introduction of glass milk bottles in 1879 and a hidden gem unearthed in 2021.

Week Ending 2 April 2026

This week’s review activity delivered:

• A lighter week with measurable outcomes
• Insightful client conversations that highlight the importance of staying engaged and consistently reviewing opportunities

This week’s Humpday Helper covers a quick tip on the old Westpac application numbers for those newer to the industry.

A mix of nostalgia, hidden gems, and solid broker insights. Episode 68 brings you practical takeaways for staying engaged and seizing new opportunities.

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 kick off with a Bonus History Bite before diving into the latest broker insights and tips.

April 1 brings us two interesting historical moments:

• A theory on the origin of April Fool’s Day,
• And in 1778, how a New Orleans businessman Oliver Pollock accidentally created the most recognised monetary symbol through bad handwriting?

Week Ending 27 March 2026

This week’s review activity delivered:

• More interest savings for clients
• New lending opportunities uncovered
• Insightful conversations with clients from a purchased loan book

A strong week with continued positive outcomes and valuable client interactions.

This week’s Humpday Helper covers a critical policy update from Great Southern Bank that brokers need to know when resubmitting pre-approvals for formal approval.

From fun history facts to valuable lending insights and policy updates, Episode 67 gives brokers everything they need to keep their business flowing smoothly as we head into the Easter weekend.

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 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.

March 25 marks two significant moments in history:

• In 421, the City of Venice was founded — at noon, on a Friday, no less.
• In 1996, Comet C/1996 B2 (Hyakutake) passed within 15 million kilometres of Earth. "Missed us by that much."

Week Ending 20 March 2026

This week’s review activity delivered:

• Continued interest savings
• New lending opportunities
• A slightly concerning conversation with one client that will require further attention

Another busy week with a mix of solid progress and the occasional unexpected challenge.

From coaching insights to practical loan reviews, Episode 66 brings together ways brokers can strengthen their business foundations and continue improving client outcomes while tackling new challenges.

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.

Episode 65 of Your Broker Admin starts with another Bonus History Bite, before diving into the week’s broker insights and tips.

March 18 features two key moments: the Tolpuddle martyrs' sentence to transportation in 1834 and the mysterious death of Bob Woolmer in 2007.

Week Ending 13 March 2026

This week’s review activity delivered:

• Interest savings for clients
• New lending opportunities uncovered
• Thought-provoking client conversations

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

This week’s Humpday Helper covers two-factor authentication coming to Cotality. I share details on what brokers need to know as the feature is introduced, and how to get ready. Further detail available via the link below.

https://auhelpcentre.corelogic.com.au/hc/en-au/sections/15105451988623-Multi-Factor-Authentication?…

A solid week for loan reviews, new opportunities, and enhancing security with the introduction of two-factor authentication. Episode 65 brings those elements together in practical ways for brokers looking to stay ahead of the curve.

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.

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.

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.

Week Ending 6 March 2026

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

• Interest savings for existing clients
• New lending opportunities uncovered through review conversations
• Relationship-building discussions with borrowers

Reviews continue to prove they’re not just about shaving a few basis points. They open the door to deeper conversations and new opportunities.

This week’s Humpday Helper looks at the recent updates to the ANZ Broker Portal and what brokers should know when navigating the changes.

Loan reviews, broker tools and client conversations all play a role in keeping a loan book active and engaged. Episode 64 pulls those threads together with a look at what’s happening right now inside the broker ecosystem.

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.

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 staying connected and being ready when the opportunity presented itself.

🐫 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 process.

Plus, your weekly Bonus History Bite featuring presidential inauguration dates, the Hindenburg’s first flight, and a reminder that sometimes substitutions don’t end well.

Consistent reviews. Clear conversations. Thoughtful timing.

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.