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Adviser Library

The Adviser Library – documents, templates, trackers and guides for New Zealand mortgage advisers

Compliance and rules · Lender information · Getting and keeping clients · Running the business · Training and webinars · Tools and technology · New advisers

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Lender information (1)

Tracker (live)Public

Rates, test rates and Official Cash Rate

Published home loan rates from New Zealand's main banks, refreshed every morning. A free adviser account adds other banks and non-bank lenders, including green and specialist loans, the test rates and the OCR.

An NZMAI productOpen

Getting and keeping clients (4)

Product (have)Public

Leads (ClientConnection)

Prepared client opportunities with objectives and useful context where the conversation has already started.

An NZMAI productOpen
Product (have)Public

Database prospecting (Base IQ)

Identifies potential review conversations from approved information in an existing client database or CRM export. Talk to us about Base IQ.

An NZMAI productOpen