Coming soon for New Zealand mortgage advisers

Give advisers their time back.

AdviserPro is a purpose-built CRM and workflow platform for mortgage advice teams. It helps organise clients, documents, applications, lender submissions, settlements, and refix opportunities while smart AI agents handle repetitive admin under adviser control.

Tenant isolation Region-aware storage Human-approved AI

12 Missing docs

5 Ready to submit

9 Refix due

Document pack ready for adviser review

Income evidence checked, two conditions flagged.

Lender fit comparison drafted

Sources attached for ANZ, ASB, BNZ, and Westpac.

Client reminder queued

Bank statement and KiwiSaver letter still required.

Built around mortgage workflow

Less switching. Less chasing. Better file control.

Client intake and fact find

Turn leads into complete client files with structured intake, secure upload flows, missing-item tracking, and adviser-approved data merges.

Application readiness

See document status, serviceability snapshots, risk flags, lender conditions, and next actions in one operational workspace.

Refix and retention

Track fixed-rate maturity dates and bring the right review work back to the adviser before the opportunity is missed.

Security and data residency first

Designed for sensitive borrower information.

Mortgage files include identity documents, bank statements, income evidence, property contracts, application notes, and advice records. AdviserPro is being designed with tenant boundaries, row-level access controls, audit logging, signed document access, and region-aware storage from the start.

Read the trust approach

Tenant-scoped records Brokerage data is separated by tenant across records, files, AI retrieval, and logs.

Audit-ready workflow Important actions are planned to be traceable for compliance and operational review.

Controlled AI processing AI helps draft, summarize, compare, and flag, while advisers approve final outcomes.

From lead to long-term client

A CRM that follows the mortgage lifecycle.

Lead Fact find Documents Lender fit Submission Settlement Refix

Private beta forming

Built for advisers who want to grow without adding more admin drag.

AdviserPro is not yet launched. We are preparing early product validation, infrastructure review, and pilot conversations with mortgage advice businesses.

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