Streamlining mortgage processes for advisers
New Zealand Financial Services Group (NZFSG), New Zealand’s largest financial services support group, has developed a new tool within its MyCRM platform—the Mortgage Recommendation Engine.
This feature enables a one-click transfer of client data from MyCRM, aiming to reduce the time advisors spend on manual data entry and duplication of efforts.
Features of the new tool
The Mortgage Recommendation Engine allows for the one-click export of application data from MyCRM directly into the tool for modelling serviceability scenarios. This process removes the need for manual data handling and aims to reduce data duplication. It also provides results based on lender policies directly within the tool.
Impact on mortgage advising
Baden Martin (pictured above), who took the helm as NZFSG CEO on Feb. 19, described the function of the new tool.
“Mortgage Recommendation Engine removes duplication and manual data entry, fast-tracking the time to lodgement,” Martin said.
This tool is designed to make the mortgage application process more efficient by integrating various functions into a single platform.
See LinkedIn post here.
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