About NZMAI
More than training. A connected adviser ecosystem.
NZMAI supports people entering mortgage advice, established advisers and FAPs across education, practical development, resources, technology and client growth.
What we do
We support people entering mortgage advice through qualification pathways, practical training — and we support established advisers and FAPs with the tools, resources and connected pathways that create more valuable client conversations.
What we are not
NZMAI is not simply a training provider, lead generator, calculator company, directory, AI company or technology company. It connects these capabilities around the complete adviser lifecycle while keeping the adviser and FAP relationship central.
The ecosystem
How the pieces fit together
Outcome first, product second. Each product does one job.
Be found
Find a Mortgage Broker
Start the conversation
ClientConnection
Give clients tools
CalcStudio
Nurture the database
Base IQ
Under developmentAutomate the business
AI Integrators
Under developmentOpportunity sources feeding the ecosystem
Prepared client conversations
Mortgage adviser / FAP
More advice business
Old database
Base IQ
Identified opportunity
ClientConnection / AI follow-up
Adviser conversation
Referral partner
CalcStudio link or QR
Client calculator
ClientConnection
Adviser conversation
Technology powered by Riverhorse Technologies. Every ecosystem product can be used independently where commercially available. Find a Mortgage Broker is delivered through findamortgagebroker.nz and the underlying FindA marketplace platform.
Across the adviser lifecycle
Support that grows with the adviser
NZMAI connects impartial study-pathway guidance, practical preparation, resources, adviser technology, client engagement and FAP capability.
Enter the industry
Understand qualification options, practical preparation and the role of a FAP before beginning adviser work.
Develop professionally
Use training, industry information, lender resources and calculators to keep developing.
Build the business
Activate existing clients, engage referral partners, improve discovery and prepare stronger client conversations.
