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About NZMAI

Built by people who've done the job

NZMAI (New Zealand Mortgage Adviser Institute) started in September 2023 as a training organisation, giving people new to mortgage advice the training, mentoring and tools to get started.

The people who own and run NZMAI hold the New Zealand Certificate in Financial Services (Level 5) with the residential property lending and investment strands. They built and grew their own mortgage advice business, bringing on and training more than 16 new advisers in a single 12-month period. That taught them what new advisers need to get going, what holds a growing advice business back, and what actually brings in clients.

Why we stopped advising and started building

The NZMAI team no longer gives mortgage advice. Instead, we've put everything we learned into the support we wished we'd had: tools that bring clients to you, training that fits around your work, introductions to the suppliers advisers use, and market updates in one place.

The same problems kept coming up: too few new clients, clients drifting away after settlement, and too much time and money going on software, compliance and admin. Most of the tools out there were built overseas or for banks, not for a New Zealand adviser running their own business. So we built our own, through Riverhorse Technologies, and NZMAI brings them together in one membership.

We don't compete with you

We don't advise clients, so we'll never compete with you for them. Our only job is helping your business grow:

  • getting you found by people looking for a mortgage adviser
  • bringing you new clients
  • helping you keep the clients you already have
  • giving you tools that save you time
  • training and support so you get better at your job every day

Free for the whole industry

Every week we publish a short summary of the week before: news, current interest rates, Official Cash Rate announcements and regulatory changes that could affect you or your business. You don't need to be a member to read it.

Read the latest weekly market summary

We're still building

We'll keep adding services, and we want to hear what would make your business more efficient and more profitable.

Partners and supporters of NZMAI

  • FSCL
  • PB Tech purchasing programme
  • Property Guru by Cotality
  • Mr MentorAustralia
  • Success & BrokerAustralia

Industry providers

  • Adobe Acrobat
  • LastPass
  • Centrix
  • Experian
  • Smallpdf
  • Zoom
  • Credit Sense
  • Valocity
  • Akahu
  • ActiveCampaign

Row two lists tools advisers use; no endorsement or arrangement implied.