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, Iā€™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 Ā & 25 April 2025.

In Humpday Helpers, Iā€™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.

InĀ HumpdayĀ Helpers,Ā IĀ haveĀ aĀ quickĀ updateĀ onĀ theĀ TMBĀ groupĀ &Ā NextĀ GenĀ ID.

ThenĀ IĀ catchĀ upĀ withĀ myĀ guestĀ SarahĀ Allen,Ā FounderĀ &Ā TrainerĀ withĀ theĀ PilotĀ FinancialĀ ServicesĀ AcademyĀ toĀ shareĀ everythingĀ academyĀ relatedĀ plusĀ aĀ littleĀ bitĀ more.

https://www.pilotfinancialservicesacademy.com.au/

IfĀ youĀ areĀ enquiringĀ aboutĀ 1Ā onĀ 1Ā trainingĀ withĀ SarahĀ youĀ canĀ bookĀ inĀ aĀ callĀ viaĀ theĀ followingĀ link:

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

AndĀ finally,Ā ourĀ regularĀ reviewsĀ wrapĀ upĀ withĀ outcomesĀ fromĀ LoanĀ ReviewsĀ completedĀ duringĀ theĀ weekĀ endingĀ 4Ā AprilĀ 2025.

In Humpday Helpers, Iā€™ll share some learnings for us on default deal boards within Broker Engine following a recent mini crisis around access. Ā 

Then our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 28 March 2025.

In Humpday Helpers, Iā€™ll share my thoughts on what I believe is a critical element to being successful in a Broker Support role. Ā 

Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 21 March 2025.

In Humpday Helpers, Iā€™ll share some of our learnings from processing loan applications through the new Broker Engine lodgement function. Ā 

Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 14 March 2025.

Iā€™mĀ thrilledĀ toĀ sayĀ weĀ haveĀ anotherĀ guestĀ joiningĀ meĀ inĀ theĀ YBAĀ chatĀ roomĀ thisĀ week.

FirstlyĀ inĀ HumpdayĀ Helpers,Ā Iā€™llĀ shareĀ howĀ youĀ goĀ aboutĀ completingĀ aĀ rateĀ reviewĀ withĀ BankfirstĀ andĀ whatĀ happensĀ ifĀ theĀ loanĀ isĀ notĀ underĀ yourĀ BrokerĀ code.

ThenĀ IĀ catchĀ upĀ withĀ myĀ guestĀ ShelleyĀ Maher,Ā BusinessĀ &Ā OperationsĀ ManagerĀ withĀ BrokerĀ EngineĀ toĀ shareĀ aĀ littleĀ bitĀ aboutĀ herĀ musicalĀ linksĀ andĀ alsoĀ herĀ goalsĀ followingĀ theĀ stepĀ upĀ intoĀ herĀ newĀ role.Ā https://brokerengine.com.au/

AndĀ finally,Ā ourĀ regularĀ reviewsĀ wrapĀ upĀ withĀ outcomesĀ fromĀ LoanĀ ReviewsĀ completedĀ duringĀ theĀ weekĀ endingĀ 7Ā MarchĀ 2025.

In Humpday Helpers, Iā€™ll share my thoughts on the important role that workflows play in a Broking business. Ā 

Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ending 28 February 2025.