Choose conversations that suit your business, built on meaningful information the client has already supplied and an indicative review they have already received.
Existing homeowners reviewing an expiring fixed rate
Customer name, email address, mobile number and street address withheld until secured
$356,718
Indicative customer benefit over the remaining term
Potential term reduction: 6 years 10 months
Customer contact timingWeekday evenings after 5.30pm
See what the adviser getsCalculations are indicative only and are not financial advice. Actual options, rates, eligibility and outcomes must be confirmed through an appropriate adviser process.
From a homeowner's first calculation to the call you make and the client base that keeps working afterwards.
The customer receives something useful first. You can see exactly what they have already seen before continuing the conversation as their adviser.
The indicative customer review: headline figures, both scenarios, the mortgage balance graph, potential benefit and term impact.
Your mortgage review
Before securing, the masked opportunity. After securing, the full adviser opportunity pack.
Adviser opportunity pack
Customer details released to the adviser who secures it
Set the regions, lending values, opportunity types and other criteria that suit your business right now. ClientConnection shows you which available conversations match those preferences and why.
A fictional adviser's settings. Yours are private and change whenever you like.
5 of 5 criteria met
Existing homeowners reviewing an expiring fixed rate, Waikato. Fictional example.
RegionWaikato
Waikato is one of the regions you prefer.
Opportunity typeRefinance
Refinance is one of the opportunity types you prefer.
Lending value$640,000
$640,000 sits inside your preferred range of $400,000 or more.
Property value$1,010,000
You have not set a property value range, so every property value matches.
LVR63.4%
63.4% is within your limit of up to 80%.
Your public listing on FindAMortgageBroker.nz says what you can do. Your opportunity preferences say what you want right now; they are private, and they never hide a conversation from the full list.
From finding the right conversation to supporting it with practical tools and professional visibility, choose the product that fits what you need today.
Qualified client conversations based on information customers have already supplied and indicative work already completed.
clientconnection.io
Client-facing mortgage calculators and decision tools for adviser conversations.
calcstudio.io
Professional public adviser profiles that help consumers find an adviser.
findamortgagebroker.nz
Future review intelligence for clients an adviser already has.
Not available to advisers yet
NZMAI is a separate site for New Zealand mortgage advisers: tools, training, information and group buying power in one membership. ClientConnection is not part of the membership and keeps its own terms, prices and sign-in.
Visit NZMAI.co.nzClientConnection supports a better-prepared conversation. These principles explain where the technology ends and professional advice begins.
See how ClientConnection could fit your advice business. Ask us a question by email, or choose a time for a short, practical introduction.
Better prepared conversations for advisers. Clearer next steps for clients.
No sales script—just a straightforward conversation about how it works.
Create, continue and maintain client conversations. Individual mortgage advisers register in a few minutes. There is no contract and no monthly fee.
