Mortgage practices

Build a clear lending case with the household in context.

Start with income, deposit, spending, debts and the client’s property plans. Use LVR and serviceability tools to explore the position, with available lender criteria and rate information to support your research. Keep document requests, open requirements and agreed actions with the engagement so your team can see what is ready and what still needs attention.

Enquire about the next intake Explore the workflow

Auckland neighbourhoods and city buildings, viewed from above — Mortgage practicesSpecialist advice. Connected context.

Your working day

The detail of your discipline.
Without the disconnected work.

Discuss the numbers and their assumptions

Bring employment, income, spending, assets and liabilities into the fact find, checking extracted or submitted information before using it. Explore LVR and serviceability scenarios alongside the household’s goals. Confirm the currency and applicability of lender policy and rate information. Your analysis helps prepare the case; the lender verifies the application and makes its own credit decision.

Keep the next requirement visible

Attach documents, client requests and tasks to the engagement with owners and dates. Aria and the AI Assistant within the client record help retrieve permitted information and prepare actions for approval. Pipeline and team reporting support visibility as settlement approaches. Agency records organise lender relationships, while supported submission paths are confirmed during setup.

What runs underneath

The platform behind the practice.

CRM & client management

Keep client details, conversations, advice, documents and next steps together, with insurance quoting where enabled.

AI workforce

Bring Aria and specialist agents into meeting preparation, information retrieval and administrative workflows, with defined permissions and approvals.

Advice & planning with AI

Bring household information, modelling and advice drafting into the client conversation, with assumptions and adviser judgement in view.

Meetings & intelligence

Bring video meetings, transcripts, summaries and proposed next steps into the client workflow, ready for your review.

Documents & signing

Prepare advice drafts from recorded context, refine them in the Smart Editor and manage signing alongside the client engagement.

Research & compliance

Find source documents, review advice files and organise FAP oversight work with clear responsibilities and evidence to inspect.

Reporting & business intelligence

Review pipeline, targets, adviser performance and recorded revenue, with reporting views and permitted queries through Aria.

Commission & business operations

Import supported commission CSV statements, review policy matches and exceptions, and prepare adviser payout breakdowns.

Working across more than one discipline?

Explore other practices

The next conversation

Your practice.
With more room for advice.

Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.

Enquire about the next intake How the move works

The detail of your discipline.Without the disconnected work.