Customer onboarding platform unveiled in collaboration with Finsure
New Zealand mortgage advisers can now benefit from Middle, a customer onboarding platform launched in partnership with Finsure, a trans-Tasman aggregator.
The platform has already proven its value in Australia, where it has streamlined processes for mortgage advisers and supported over $10 billion in deal flow since its introduction last year.
Simplifying workflows and enhancing client experiences
Middle’s digital platform simplifies the loan process by efficiently capturing key client information and documentation required for lodgement.
Julian Heath, executive general manager of Middle, highlighted the platform’s transformative potential.
“Having supported advisers onboard over $10 billion in deal flow in Australia, we’re thrilled to see our technology scale into New Zealand,” Heath said.
“Our focus is on delivering advisers with technology that supports high-quality customer experiences while significantly reducing upfront administrative workloads, enabling them to reinvest that time into their clients and growing their business.”
Exclusive features for Finsure advisers
Currently, Middle is available exclusively to Finsure advisers at no cost, integrating seamlessly with the group’s Infynity CRM platform.
The platform includes access to CoreLogic property data and proprietary lead capture technology, which allows advisers to integrate Middle into customer-facing channels like websites and referral networks, making lead generation more efficient.
Transforming the NZ mortgage market
Jenny Campbell (pictured above), Finsure’s New Zealand country manager, said Middle’s introduction was a game-changer for the local mortgage industry.
"The advisers I’ve been speaking to have been crying out for a solution like Middle to come along,” Campbell said. “Adopting technology like Middle positions them for success, ensuring they retain a competitive edge in an already fierce market.”
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