For NZ Mortgage Advisors

Better advice, faster. Your advice is valuable, and so is your time.

Built by advisors, for advisors, to solve real-life problems. Answer client questions before they're even asked. Remove data entry and back and forth emails so you can focus on advice.

Get started See how it works

Lenders, ranked

Full rates, cash and cost comparison for new loans and refis

Live opportunities

Money-saving refixes and refis flagged for you, automatically

Collaborate with clients

You choose lenders, products and structure. Clients set payments, review & approve.

01Tailored Financial Advice

Collaborate on lending directly with clients.

New loans, restructures, refinances and refixes all run through one build-and-send flow. Negotiated rates are loaded and live updated, for all LVRs. Build the proposal, send it, update as you go, and your client reviews and approves in their app.

Multi-lender splits, i/only, Revolving and Offset, handled as you build
Optional lender comparison ranks your selected lenders on rates, cash & costs, for your specific client scenario.
Negotiated rates synced and updated, no back and forth with clients as rates change.
Client reviews and approves in their own app, and sends automated confirmation email.

03Client management made easy

Your best new leads are the clients you already have.

Build value and loyalty with existing clients without wasting your time on spreadsheets and data entry. Your book reviews itself, and flags opportunities to save by refixing early or refi'ing. Break fees and rate savings compared for all clients, every night, and ready for you in the morning.

Standard and money-saving refixes handled in 3 clicks.
Refix and refinance opportunities become a client-ready proposal in seconds.
Clients drive refinance - calculator shows them new cash, clawback, interest savings & break fee breakdown - one click sends their proposal to you for review.

One client app for all jobs.

Everything reaches the client the same way.

From their first home lending to their 10th refinance, and every refix in between, it lands in your client's app the same way. They see the exact numbers - rate, payment, term, per split - choose what's theirs to choose, and approve. What they confirm is exactly what you see. No PDFs or back and forth emails, and every action is logged for audit.

Built for trust

Numbers you can stake your advice on.

Audit-logged, field by field

Every change records the field, the old and new value, who made it, and when. Nothing happens off the record.

Clients approve, you stay in control

Clients review proposals and adjust only the fields you allow - payment, frequency, split amounts. Structure and lender & product selection are in your hands.

Live rates

Rates update (almost) the moment they’re released, so you’re always pricing and advising on current numbers - with no more data entry or manually typing rates off emails.

Built by advisors

Every feature designed to improve and speed up real client work, and solve real advisor questions. Designed to fill gaps not currently covered by existing tools.

AI enabled (but not reliant)

All client data management is standard software - not reliant on or shared with AI models. Image extraction from screenshot (adding/updating loans) is the only exception, and is optional.