Your Broker Admin

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.

In this week's Humpday Helper, I’ll go over some vagaries in the planned rate changes for Edge

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

In Humpday Helpers, I’ll share how you go about completing a rate review with Firstmac and what to do 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 14 February 2025.

Firstly, in Humpday Helpers, I’ll be sharing an article I’ve found on Document Collection Best Practices.

Then I catch up with my guest Vanessa Lewis, Director of Education with the National Lending Group to share a little bit about her culinary skills and lots about her role and the important part it potentially plays for aspiring Brokers.

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

In Humpday Helpers, I’ll share details from our reviews process database of how you go about completing a rate review with ME Bank, whether you were the original loan writer or not.

Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 31 January 2025.