PROFESSIONAL SERVICES
Mortgage adviser CRM — enquiries, applications and refixes
Answer first, submit once to the right lender, and own the refix date instead of competing with a bank retention team.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“An enquiry came in with an offer already signed and was rung back two days later.”
- 02
“An approval expired while the client was still looking.”
- 03
“A client refixed with their bank because they were rung two weeks out and you were not.”
THE SYSTEM
The mortgage & lending system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Enquiries
- Applications to Drawdown
- Reviews & Refixes
3 forms
- What could you borrow?
- Application information checklist
- How did we do?
2 booking links
- Book a strategy meeting (45 min)
- Annual review or refix (30 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to same-hour callback
- strategy meeting booked prompts running two or three lenders first
- application follow-up
- drawdown sets the review and refix dates immediately
THE INSIGHT
“At eight weeks out you are the adviser. At two weeks you are competing with the bank's retention team. The refix email in here goes at eight weeks and leads with structure rather than rate, because rate-only conversations are commodity conversations. **CTA** · See how a mortgage adviser runs on it **Meta** · *Mortgage Adviser CRM Software for NZ | Penguin Pilot* — Answer first, submit once, and own the refix date eight weeks out instead of two. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES