Mortgage & Finance
One place for every lead
Applications captured, documents collected, follow-ups sent and settlements tracked — for mortgage advisers and finance brokers.
Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.
An application is forty documents and a hundred messages
Clients send documents in dribs across email, text and photos.
Clients send documents in dribs across email, text and photos.
Follow-ups on missing paperwork eat the day.
Follow-ups on missing paperwork eat the day.
Deals stall and nobody notices until the client calls.
Deals stall and nobody notices until the client calls.
Set up for an adviser
We load the mortgage & finance pack
Clients, applications, lenders, document checklists, with NZ or Australian settings.
We connect your site, forms, chat and email.
We connect your site, forms, chat and email.
It runs
Enquiries scored, application pipeline tracked, document requests chased automatically, clients updated, settlement and review campaigns sent.
What the pack includes
Smart Forms
Pre‑qualification and application intake with built‑in validation.
Deal Pipeline
Enquiry → Pre‑approval → Application → Approved → Settled → Review.
AI Documents
Checklist per application and automatic chasing of missing items.
Client portal
Secure document upload and status view for each client.
Lifecycle campaigns
Fixed‑rate expiry reminders, annual reviews and referrals, sent from your own address.
AI Follow‑ups
Automatic messages on stalled applications.
What you actually see
A snapshot of the applications screen.
- Application list
- Document status
- Campaign overview
Questions we get asked
Does it give financial advice?
No. It organises intake, documents, follow‑ups and communication; advice stays with the adviser.
Can clients upload documents securely?
Yes, through the client portal, filed straight on the application.
Does it work for Australian brokers?
Yes; the setup is NZ or Australian with state‑aware fields where relevant.
Chase the paperwork without lifting a finger
Bring one live application's checklist to the demo.