Base IQ
Know who to contact today.
Base IQ looks through approved client data using agreed review rules and CalcStudio calculation logic to identify clients where a useful mortgage review conversation may exist.
Adviser and FAP control
Your data stays under your control
Base IQ can begin with an approved data export. A deeper CRM integration can be added when required. It does not require a permanent Base IQ database or require you to move your CRM to NZMAI.
Review and analysis
Base IQ applies agreed review rules and CalcStudio calculation logic to approved client information to identify where further adviser analysis may be useful.
Relevant context
The adviser receives the reason for the review, the relevant indicative result and the next suggested action.
Adviser decision
The adviser remains responsible for deciding whether and how to contact the client, and for any financial advice.
The Base IQ workflow
From approved client data to adviser action.
This fictional example shows how selected information can move through review rules and indicative calculations without implying live CRM integration, financial advice or a guaranteed client benefit.
Fictional demonstration data
No live CRM or client data is connected.
Existing CRM / Trail
Existing adviser client data
Approved data extraction
Selected information supplied with approval.
Fictional demonstration data
- Mortgage balance
- $612,000
- Current rate
- 6.89%
- Fixed expiry
- 62 days
- Property value
- $920,000
Base IQ
Review rules identify clients who may warrant further analysis.
CalcStudio calculation engine
Indicative calculations test whether there may be a meaningful review conversation.
Potential opportunity identified
Mortgage review opportunity · Fixed term approaching expiry · Indicative result warrants adviser review.
Adviser action
The adviser decides the appropriate next step.
- Review client
- Contact client
- Optional automated contact
- Book appointment
- Record outcome
Selected CRM integration
Connect with compatible systems.
Base IQ can begin with an approved data export. Trail and other CRM integrations can be configured where supported. Compatibility and any return workflow are confirmed before implementation; no direct Trail integration is claimed as currently live.
- Selected information is supplied through an approved export or supported integration
- Base IQ identifies potential tasks and conversations
- The adviser reviews and takes action
- Outcomes return to the adviser or CRM where supported
- No permanent Base IQ client database is required for the initial service
- No promise of universal or live CRM compatibility
Under development
Fit the programme to your operation.
Base IQ can begin with an approved CRM export or supported data connection. Pricing depends on data volume, the review models selected, CRM integration and any communication or appointment automation required.
Start with an approved data export and identify potential review opportunities. Deeper CRM integration can be added when required.
Base IQ produces a prioritised adviser action or potential review opportunity, not automated financial advice. The adviser decides whether contact and advice are appropriate.
Optional outbound calling
Confirm interest, then hand the conversation to the adviser
Where supported and approved, an AI caller can help with contact and booking. It does not provide mortgage advice.
- Base IQ identifies a relevant client
- An AI caller contacts the client
- The client confirms their interest or need
- An appointment is offered or booked
- The adviser receives the response and appointment details
- A call summary, transcript or CRM note is supplied where available
Product details
More about Base IQ
[More Base IQ product information to be added]
Under development
Register your interest in Base IQ
Base IQ is under development. Leave your details and NZMAI will contact you when it is available. NZMAI Membership is not required to enquire.
Part of the NZMAI adviser growth ecosystem