For brokers
Finance Made Simpler.
Loans, Insurance & Expert Advice — All in One Place.
Whether you're purchasing your first home, refinancing an existing loan, investing in property, or protecting your future with insurance, nz.finance makes the entire process simple, secure, and stress-free.
Complete your application online, securely upload your documents, track your progress in real time, and work directly with experienced finance and insurance professionals—all from one easy-to-use platform.
Why brokers choose nz.finance
Run a sharper brokerage — without the admin drag
nz.finance helps you collect client data faster, keep every file organised, and scale advice across loans and insurance — so your team spends time advising, not chasing paperwork.
Happier clients, less friction
Give clients a guided digital journey — applications, uploads, messaging and progress tracking in one portal — so they stay engaged and you look more professional.
Digitise the messy middle
Replace scattered emails, spreadsheets and inboxes with CRM, workflows, document centre and pipeline tools built around how brokerages actually work.
Scale without losing control
Multi-user collaboration, multi-office support, white-label options, reporting and integrations — so growth doesn’t multiply chaos.
AI for brokers
An AI suite that works like a tireless junior team
Speed up fact finds, document checks, compliance notes and client follow-ups — while you stay in control of advice and decisions.
Built for brokerage workflows: less typing, fewer missed details, cleaner files ready for the next stage.
AI Client Assistant
Answer common client questions 24/7 and keep applications moving when your team is offline.
AI Fact Find
Guide clients through structured discovery and surface a cleaner, more complete profile for review.
AI Document Analysis
Flag missing pages, inconsistent details and incomplete packs before they stall a deal.
AI Compliance
Support consistent file hygiene with prompts that help you catch gaps earlier in the process.
AI Email Generation
Draft polished client and lender emails from deal context — then edit and send in your voice.
AI SMS Generation
Create short, clear SMS updates for reminders, document requests and appointment nudges.
AI Loan Notes
Turn scattered updates into structured loan notes your team can pick up without re-briefing.
AI Meeting Summaries
Capture decisions, actions and follow-ups from calls so nothing important stays trapped in memory.
Practice operations
Everything your team needs to run deals end-to-end
From first enquiry to settlement, keep clients, documents, tasks and conversations in one brokerage operating system — not five tools taped together.
CRM
Own the client relationship with structured contacts, deal history and activity in one place.
Pipeline Management
See every deal’s stage at a glance — what’s blocked, who’s waiting, and where revenue sits.
Workflow Automation
Standardise handoffs, reminders and checklist steps so quality doesn’t depend on memory.
Digital Document Centre
Collect packs once, keep them organised, and give your team instant access across the file lifecycle.
Secure Client Portal
Let clients upload, message and track progress in a branded portal — fewer emails, clearer files.
Secure Messaging
Keep application conversations in-thread with the deal, not scattered across inboxes and SMS apps.
Online Appointments
Book meetings that fit client schedules — in person, phone or video — without calendar ping-pong.
Electronic Signatures
Get documents signed remotely so settlements don’t wait on printers, scanners or office visits.
Communications
Talk to clients with context — every channel
Telephony, recordings and transcriptions sit beside the deal record, so follow-ups are faster and compliance conversations are easier to reconstruct.
Telephony
Handle client calls in the flow of work, linked to the right opportunity and contact.
Call Recording
Keep an auditable record of key conversations for coaching, disputes and file quality.
Call Transcription
Search what was said, not just when the call happened — then turn it into actions and notes.
Marketing Automation
Nurture leads and past clients with timely campaigns while your pipeline stays the source of truth.
Platform & growth
Built to grow with your brokerage
White-label the client experience, collaborate across offices, and connect the systems you already rely on — with reporting that shows what actually drives settlements.
Multi-user Collaboration
Advisers, processors and admins work the same file without version chaos or lost context.
White Label
Present a client journey that feels like your brokerage — not a generic third-party tool.
Multi-office
Support regional teams with shared standards and local visibility where it matters.
Integrations
Plug into the aggregator and partner tools your workflow already depends on.
API
Connect custom systems and automate data movement when out-of-the-box isn’t enough.
Reporting & BI
Track conversion, cycle times and team performance with reporting and business intelligence views.