Your Broker Admin

In Humpday Helpers, I’ll share some tips on how we have enhanced our communication with clients in relation to settlements.

Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 24 January 2025.

In Humpday Helpers, I’ll touch base on utilising the lender Settlement Agent portals.

Then, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 17 January 2025.

Here’s what we have in the show for you this week:

Firstly, in Humpday Helpers, I share some info on transferring ING loans between different Broker codes.

Then I catch up with Pat Ryan, AFG Broker & Principal of the Ryan Finance Group in the YBA Chat Room where he’ll share a bit about his Broker journey with us.

Then finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 10 January 2025.

Firstly in Humpday Helpers, I’ll share some tips on the use of Chrome profiles.

Then it's our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 13 December 2024.

In Humpday Helpers, I’ll share some upcoming changes to Westpac’s opening accounts process for new home loan customers.

Then I catch up with Craig Mair, Founder & CEO of Appreci, to chat about their foray into the Broker Market with their customer & staff appreciation program. Now there’s a special promotion that Craig is offering to new Appreci users You just need to listen to the podcast interview to obtain the unique promotion code.

Then finally, our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 6 December 2024.

In Humpday Helpers, I’ll share my thoughts on the potential benefits of using a service like TouchSMS.

Then onto our regular reviews wrap up with outcomes from Loan Reviews completed during the week ended 29 November 2024.

In Humpday Helpers, I’ll discuss Bankwest’s new Digital ID Check process followed by a quick tip on a handy use for the Broker Engine checklists.

To finish off, it’ll be our regular reviews wrap with outcomes from Loan Reviews completed during the week ended 22 November 2024.

In Humpday Helpers, I’ll discuss the recent CoreLogic & Quickli integrations with MyCRM then how to load an additional email into AOL for back channel messaging.

To finish off, I'll have a wrap up of the outcomes from Loan Reviews completed during the week ended 15 November 2024.

In Humpday Helpers, I’ll discuss the impending security changes to the Westpac BrokerHub and the likely impacts on Brokers & their support team.

I chat with Sally Howie, settlements manager with MBES Australia about the role she & her team play in support of Brokers.

Then finally, it’ll be a quick wrap up of the outcomes from Loan Reviews completed during the week ended 8 November 2024.

This week I take a look at the recent changes made in AOL by NAB in support of their future ambitions in the home finance space.

Then the regular Wrap-Up of what happened from the loan reviews completed in the week ending 1/11/24