For New Zealand mortgage advisers
Less admin.
More time for advice.
AdviserPro brings intake, fact-find, document collection and adviser review into one workspace, with an AI assistant to help move the work along.
Access is by arrangement with your adviser business.
The path to a document-ready file
- 1Capture the enquiry
- 2Complete the First Meeting File
- 3Confirm authority & onboarding
- 4Collect facts & documents
- 5Review the file together
The adviser stays accountable for advice, lender recommendations and submission decisions.
A clearer journey, from the first conversation.
Start with the household
Bring enquiries, applicant details and the First Meeting File into one adviser workspace.
Make the next step clear
Guide fact-find and document collection with an application checklist and client portal.
Review with context
Use assisted document checks to spot gaps, then let the adviser review the evidence and decide what is ready.
Your meetings, in the calendar you use.
Connect Google Calendar or Microsoft Outlook to check availability and create, update or cancel AdviserPro meetings. The assistant asks for confirmation before changing your diary, and sending invitations is an explicit choice.
You choose whether to connect. Read how we use account details, availability and meeting information before granting access.