AI for New Zealand Brokers & Advisers
Half the job is chasing documents. The other half is enquiries arriving at 9pm when you've clocked off. An AI agent captures the lead, runs the numbers, and chases the paperwork so files move without you doing the chasing.
Book a CallSee AI & AutomationThe Challenge
Advice businesses run on trust and paperwork — both take time.
After-hours enquiries
A borrower researching rates at 9pm won't wait until Monday to ask a question — they'll ask the next broker who answers.
Document chasing
Files stall for weeks waiting on payslips and bank statements nobody's chasing consistently.
Unqualified enquiries
Time gets spent on leads that were never going to qualify, while genuine ones wait.
Policy & rate reviews
Clients due a review or renewal get missed because there's no consistent system tracking it.
Where AI Helps
- Borrowing calculator lead capture — runs the numbers and captures the enquiry behind it
- Document chasing — automated reminders until a file is complete
- Lead qualification — income, deposit and timeline captured before a call is booked
- Policy & rate review reminders — nothing falls through at renewal time
- After-hours enquiry handling — answered the moment they come in, not the next business day
- Refinancing campaigns — timed outreach when a client's rate is about to move
Capabilities
Compliance-aware
Configured within your regulatory requirements, with sensitive matters routed to an adviser.
Document tracking
Knows exactly what's outstanding on a file and chases it automatically.
Calendar-integrated booking
Books consultations against real adviser availability, not a static link.
Renewal & review tracking
Flags clients approaching a rate or policy renewal automatically.
Example Workflow
A client's fixed rate is due to expire in six weeks.
Who It's For
Integrations
FAQs
Can it handle sensitive financial information?
It's set up within your compliance requirements, and anything sensitive is handed to an adviser directly.
Will it replace my advisers?
No — it handles enquiry capture and admin follow-up so advisers spend their time on advice, not chasing.
See it running for a NZ advice business
Book a 30-minute call — we'll show you what this looks like for your files.
Book a Call