Turn client connections into stronger relationships
You are not handed a name and a phone number. You step into a conversation the client has already started, with their figures, their review and their timing in front of you.
Before you make the first call
Sam and Ana, Waikato. Fictional example.
- The customer asked to be contacted by an adviser.
- The customer's indicative review was delivered and opened.
- The customer recorded a preferred contact time.
- Only one adviser can hold this opportunity at a time.
One opportunity, from choosing it to the outcome
Every panel below uses the same fictional Sam and Ana scenario as the rest of the site, so the figures reconcile from the first screen to the last.
Step 1 of 5
Choose the conversations that suit you
Set the regions, opportunity types, mortgage sizes and LVR you want right now. Every available opportunity is checked against them, and the answer is explained criterion by criterion.
- Preferences are private and change whenever you like.
- They never hide an opportunity from the full list; they mark the ones that fit.
- Pause availability when you are not looking for new conversations.
Why Sam and Ana match a fictional adviser's preferences
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%.
Step 2 of 5
Understand the opportunity before you secure it
You see the client's position, the indicative review they received, their timing and what the opportunity is worth, while their identity stays protected.
- Lending, rate, term, fixed-rate expiry and preferred contact time.
- The indicative benefit the client has already seen, and the illustrative commission.
- The price to secure it, shown before you decide.
What you see before securing
- Client type
- Existing homeowners reviewing an expiring fixed rate
- Region
- Waikato
- Lending discussed
- $640,000
- Fixed rate expiry
- 30 November 2026
- Customer contact timing
- Weekday evenings after 5.30pm
- Indicative customer benefit
- $356,718
- Cost to secure
- $250
Withheld until secured:Customer nameEmail addressMobile numberStreet address
Step 3 of 5
Secure it, and the client is released to you alone
Pay from your wallet or by card. Only one adviser can hold an opportunity, and the client's details are released to that adviser only.
- Top up the wallet by card; every charge and credit sits in your transaction history.
- Name, email, mobile and address released in full the moment you secure it.
- If an opportunity fails the defined quality criteria, claim a replacement.
What is released when you secure it
- Customer name
- Email address
- Mobile number
- Street address
- Charged to your wallet
- $250
- Held by
- You, and no other adviser
Step 4 of 5
Continue a conversation that has already started
You receive the review the client read, the figures behind it, and the record of what has happened so far. The client is told who will be calling, and when.
- The customer report, exactly as the client saw it, with the calculation explained step by step.
- Email, text and report-view history, so you know what they have read.
- Suggested discussion points drawn from their own figures.
What has happened before your first call
Customer completed their mortgage review
Figures supplied by the customer
Indicative review delivered to the customer
Email and text message
Customer opened the review
Twice, on two separate days
Customer asked for adviser contact
Authority and contact preference recorded
Opportunity secured by an adviser
Customer details released to that adviser only
Customer told who will contact them
Adviser name, business and contact details sent to the customer
Step 5 of 5
Manage every client in one place
My opportunities holds everything you have secured, with an outcome recorded against each one, so nothing you are working on goes quiet.
- Record contact, appointment, application and the eventual outcome.
- Dashboard and notifications show what is available, what you hold and what needs an update.
- Audit history keeps every significant event and communication.
The outcome you record
- Step 1Contacted
- Step 2Appointment
- Step 3Application
- Step 4Outcome
See both sides of the same conversation
The indicative review the client received, then everything the adviser receives to continue it. One fictional scenario, the same figures on both sides.
Build your presence between opportunities
An opportunity is one conversation. These keep clients finding you, and arriving prepared, the rest of the time.
Your public profile on FindAMortgageBroker.nz
Approved advisers hold a professional listing so clients looking for help can find you. Your private mobile and email are never published.
About FindAMortgageBroker.nzCalculators for your own website
CalcStudio puts client-facing mortgage calculators and decision tools on your site, so clients arrive with their numbers done.
About CalcStudioLender accreditations
Keep your active lender relationships current on your profile, so the opportunities you secure match what you can write.
See the adviser pack
The client comes first
ClientConnection gives the client a useful starting point and the adviser a prepared one. The advice remains yours.
- The client's review is indicative only and is not financial advice. It shows why a conversation may be worthwhile.
- You complete the advice process, verify the client's circumstances and decide what is appropriate.
- Customer information and introductions pass through a controlled, auditable process built to support Privacy Act 2020 obligations. The client always knows who will contact them.