NZMAI Business Support
Experienced advisers who can help you build your business.
Practical help with the business side of mortgage advice, from experienced advisers.
What it covers
Help with the business side
Setting up or growing
Setting up a new advice business, or growing the one you have.
Planning and processes
Business planning and the processes that keep it running well.
Marketing and client contact
Marketing and staying in touch with clients, with ClientConnection and CalcStudio.
About ClientConnectionTraining plans for your team
Training plans for your team, with CourseCademy.
CourseCademy (opens in a new tab)
How it works
Three simple steps
- 1
Tell us what you need.
- 2
We match you with an experienced adviser.
- 3
Agree the scope and price before any work starts.
Price
Talk to us about pricing
You agree the scope and price before any work starts.
Base IQ
Put your database to work
Base IQ helps you find the clients worth contacting today.
About Base IQBusiness support is about running and growing your business. It is not financial advice to your clients, and you remain responsible for the advice you give.
Talk to us
Talk to us about Business Support
Tell us what you need and NZMAI will contact you to match you with an experienced adviser.