The NZMAI adviser ecosystem
NZMAI brings together technology, adviser visibility, client opportunities and business development tools designed for mortgage advisers.
Use any NZMAI ecosystem product independently, or bring selected products and member benefits together with NZMAI Membership.
Managed infrastructure & development
01 · Knowledge & development
02 · Be discovered
03 · Create & automate
Under development
04 · Engage & calculate
05 · New opportunities
06 · Reactivate clients
Under developmentAI Integrators (under development) will support response, follow-up, summaries and workflow across the cycle.
FAP support complements existing systems, governance and adviser relationships.
NZMAI Membership
$99 + GST ($113.85 incl. GST) per month
or $990 + GST ($1,138.50 incl. GST) per year
All prices are shown excluding GST, with the GST-inclusive price alongside.
NZMAI Membership brings these products together and adds member benefits across the wider NZMAI ecosystem.
Included
Standalone value $299 + GST ($343.85 incl. GST) per year
Included
Standalone value $690 + GST ($793.50 incl. GST) per year
Combined standalone value
$989 + GST ($1,137.35 incl. GST)
per year
Included
Coming to members
Paid separately
Membership adds convenience, connected tools and professional resources. Every ecosystem product remains independently accessible to eligible customers.
Business outcomes
Choose the products that fit your business independently, then use Membership as the optional value and bundling layer.
An Enhanced profile on findamortgagebroker.nz, so clients looking for a mortgage adviser or broker can find you.
CalcStudio gives clients useful tools and creates attributable adviser conversations.
ClientConnection provides prepared client opportunities where the conversation has already started.
Base IQ is being developed to identify potential review conversations from approved existing client information.
NZMAI Membership combines selected products and provides additional member benefits.
The flywheel
The client becomes part of the adviser's ongoing relationship. NZMAI tools can help the adviser remain engaged, identify changing needs and create the next relevant conversation.
This is where database activation closes the ecosystem loop. Base IQ is under development to support it.
How the ecosystem works
Each independent product supports a distinct part of the adviser and client relationship. Use one product, combine several, or bring selected products together through NZMAI Membership.
Training, knowledge, adviser development and ongoing business support.
Product for this stage
The NZMAI Training Library, NZMAI professional resources and ongoing professional information support adviser learning and capability.
Give advisers and FAPs a credible public presence and help consumers find the right adviser.
Product for this stage
Your profile on findamortgagebroker.nz, so clients looking for a mortgage adviser or broker can find you and begin a conversation.
Business automation, workflow improvement and practical implementation.
Product for this stage
Under developmentAI Integrators is being developed to support practical implementation, faster response, appointment booking and streamlined operational processes.
Give clients useful calculators, modelling and reports while creating attributable adviser conversations.
Product for this stage
Calculator and modelling tools that give clients something useful and help turn interest into an attributed adviser conversation.
Provide prepared client opportunities where the conversation has already started.
Product for this stage
ClientConnection organises the client objective, relevant information, indicative calculations and communication history before adviser follow-up.
Analyse approved existing client information and identify where a useful adviser review conversation may exist.
Product for this stage
Under developmentBase IQ is being developed to use agreed review rules and CalcStudio logic to identify potential review conversations and suggested adviser actions.
Your place in the ecosystem
Every product can be used independently. Choose the products your business needs, or use NZMAI Membership to bring selected products and member benefits together.
The client conversation
The process keeps the client informed while moving useful context to the authorised adviser at the right time.
Step 1
A calculator, referral, search or review reveals an opportunity.
Step 2
Objectives and preferred contact details are confirmed.
Step 3
ClientConnection organises the useful information for handoff.
Step 4
A prepared conversation begins with less repetition.
Step 5
Follow-up, and Base IQ once available, support the next relevant review.
AI may assist with contact, confirmation, booking and summaries. The adviser remains responsible for regulated financial advice.
See the ecosystem in action
Select a product tab below to see how it works. Each product can be used independently, combined with others, or accessed through NZMAI Membership where specifically included.
Showing ClientConnection — choose another tab above to switch products.
Independent productConnect with new opportunities
Organise the client's objective, relevant information, indicative calculations and communication history before adviser follow-up.
Prepared opportunity
Mortgage review · CC-1048
Client objective
Review the mortgage before the fixed term expires
Mortgage balance
$612,000
Approximate LVR
Approximately 67%
Fictional demonstration data
Open the sample to inspect the assessment context, contact history, summary and suggested discussion points.
What the adviser gets
What the client gets
A complete ecosystem example
Follow Jane through a fictional example showing how training, tools, acquisition, preparation, advice and reactivation work together.
Fictional demonstration
Jane's adviser journey
1 / 11
Jane becomes an adviser and builds practical capability with NZMAI resources.
Build the ecosystem around your business
You do not need every component on day one or an NZMAI Membership to use an individual product. Begin with the capabilities closest to your business, then connect more as your needs grow.
01
An adviser wanting better tools and visibility.
Illustrative pathway only—not a formal commercial package or membership requirement.
02
An established adviser wanting more client conversations.
Illustrative pathway only—not a formal commercial package or membership requirement.
03
An adviser or FAP with an existing database and larger business.
Illustrative pathway only—not a formal commercial package or membership requirement.
The adviser lifecycle
NZMAI supports more than a single client lead. Training, practical development, technology, relationships and ongoing support connect throughout an adviser's career.
For FAPs
NZMAI complements a FAP's systems, governance and adviser relationships. Base IQ (under development) is designed to work with selected information supplied from the existing database or CRM; it does not replace the CRM or require migration to NZMAI.
The ecosystem behind the products
The products help create and manage client conversations. The NZMAI support layer helps advisers develop the capability to use those opportunities effectively.
Certification information, NZMAI professional resources and adviser development.
NZMAI training for advisers. Each NZMAI course gives you a simple electronic certificate of completion.
Deals for NZMAI members, provided by third parties. Terms may change.
NZMAI Membership
Get Find a Mortgage Broker Enhanced and CalcStudio Professional as part of your membership, plus NZMAI member resources.
$99 + GST ($113.85 incl. GST) per month
$990 + GST ($1,138.50 incl. GST) per year
All prices are shown excluding GST, with the GST-inclusive price alongside.