Better advice, faster. Your advice is valuable. 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.
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 designed to work with any existing advice process. Export data, generate pre-filled text, link with your AI, or send clients an interactive review and approval link. Build your proposal, send it, update as you go, with as little typing as possible.
- 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.
- Client reviews and approves, 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 calculated for all clients, every night, and ready for you in the morning.
- Refix rollovers handled in 3 clicks.
- Refix and refi 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.
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.
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, secure software - not reliant on or shared with AI models. You can export any result to your own AI, with or without identifying client details.
100% Kiwi Owned & Developed
NZ-based development by Homefree Group and Product In Your Pocket. www.productinyourpocket.com
Pricing
Start free, grow as you go.
Rates and Calculators
Tools to speed up your advice process.
$50/mth
1 month free
Unlimited saved scenarios and clients
- Data import (Handover forms)
- Refix Calculator
- Refinance Calculator
- Rates & Cash Comparison
- Restructure CalculatorComing soon
- Export Results
- Compliance trail
Connected
Additional tools for streamlined management of your whole book.
$150/mth
1 month free
Unlimited
Everything in Rates and Calculators, plus
- Data Import (from Trail)
- Savings Finder
- Client Proposal View
- Client Loan Management Phone App
- Update and add Notes (Trail)Coming soon
- AI IntegrationComing soon
Group
Contact us to discuss how we can add value to your business.
Contact us
Unlimited clients
Everything in Connected, plus