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Lumi Broker Portal: What Is It (And How To Get The Most Out Of It)?

The Lumi Broker Portal is the partner platform behind Broker Portal arrangements with Lumi, the Australian lender specialising in small-business loans and lines of credit. Registered brokers use it to submit client applications and documents, follow each deal with real-time status updates and track their commission outcomes in one place.…

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Accounting For Mortgage Brokers: Everything You Need To Know

Accounting for mortgage brokers is the routine work of recording commission income, business expenses and tax obligations so you know whether the brokerage is actually profitable. It also protects cash flow, because commission payments arrive on different schedules from the bills that fund them. This guide covers the income and…

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What Is MAV (Mortgage Advantage) By CBA?

MAV stands for Mortgage Advantage. It is the Commonwealth Bank home loan package that brokers most often see attached to CBA lending, and since 14 March 2026 its benefits sit inside eligible Standard Variable Rate and Fixed Rate home loans rather than operating as a separate application. The package costs…

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What Age Do Banks Stop Giving Mortgages In Australia?

Australian banks set no fixed maximum age for home loans, and the law stops them from rejecting an application on age alone. In practice, most lenders become reluctant to write a standard 25 or 30-year loan once the term would run well past the borrower's likely retirement, unless the borrower…

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What is CRM (Customer Relationship Management) Software?

CRM (customer relationship management) software stores client records, tracks conversations and organises follow-up work in one place. For a mortgage broker, that usually means contacts, loan stages, tasks and notes sitting together instead of across inboxes and spreadsheets. A CRM does not replace an aggregator portal. It helps when the…

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