Built for the day-to-day of mortgage advice

Mortgage advice businesses juggle leads, lending applications, lender requirements, settlements, and ongoing reviews often at pace. TAP brings structure to that complexity, giving advisers clearer visibility across their pipeline and client book as the business grows — designed for New Zealand mortgage advisers and the local lending environment.

Keep applications and pipeline on track

Clear oversight across leads, applications, and lender progress helps advisers keep deals moving. Structured follow-ups and application tracking reduce delays and help ensure nothing slips as volumes increase.

Stay proactive beyond settlement

Mortgage advice doesn’t stop once a loan settles. TAP helps advisers manage fixed-rate expiries, refix activity, and ongoing client touchpoints — supporting retention, repeat business, and long-term client value.

Strengthen your advice business

As deal flow and client numbers grow, consistent processes and reliable records become essential. TAP provides the structure needed to manage higher volumes with confidence, with optional operational support available to reduce admin load without losing control.

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Why mortgage advisers choose TAP

Momentum across applications, settlements, and reviews

From first enquiry through to settlement and reviews, TAP helps advisers maintain visibility across client activity, applications, and follow-ups — supporting a more predictable, well-run mortgage business.

Governance that supports lender confidence

Clear records, consistent documentation, and reliable oversight support both regulatory and lender expectations. TAP helps advisers meet obligations without slowing down deal flow or adding unnecessary admin.

No lock-ins, flexibility as your business evolves

TAP works across different advice business setups, giving advisers the flexibility to use the platform and services aligned with how they operate today, with room to adapt as their business grows.

Business support services as volumes increase

As applications, reviews, and servicing grow, admin pressure grows too. TAP offers optional admin and operational support to help manage workload while maintaining adviser control over client relationships and decisions.

Effortless onboarding and data migration

Switching systems shouldn’t slow your business down. TAP’s dedicated onboarding team handles the heavy lifting from setup through to data migration, ensuring a smooth transition with minimal disruption. Advisers can continue focusing on clients while TAP manages the change in the background.

Advising made simpler

Experience the confidence that comes from running your mortgage advice business on a well-structured platform — bringing clarity to pipeline, settlements, and ongoing client relationships.

Clarity that keeps business moving

Streamlined workflows, clear application tracking, and organised client records help reduce friction, support healthy cashflow, and keep your business running smoothly as volumes grow.

Confidence in compliance and control

Built-in structure and governance support help you stay on top of regulatory and lender expectations, with access to training, resources, and support as your business evolves.

More time where it matters

Spend less time on admin and follow-ups, and more time advising clients and growing long-term relationships that drive repeat business and sustainable growth.

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Trusted by mortgage advice businesses across
New Zealand

Ready to get started?

See how TAP helps mortgage advice businesses grow while building long-term value.

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Client testimonials

"Moving from my old system to TAP was straightforward."

Watch as David shares how the TAP team facilitated a seamless move from his previous CRM, handling the entire process for him.

David Lloyd, David Lloyd Mortgages

"TAP was fundamental in helping us get our FAP established."

Watch as Nigel explains how TAP was key in establishing his FAP and ensuring compliance with excellent system oversight.

Nigel Perkins, Mortgage Adviser

150 Employees

"The main benefit of working with TAP is their size - not too big, not too small. They know me, respond quickly to my questions, and are great people to deal with.”

David Lloyd, David Lloyd Mortgages

150 Employees

"Working with TAP is all about partnership and a strong sense of connection. The team is always receptive and responsive to my questions and open to improvement suggestions. Their collaborative approach makes the support and system exceptional.”

Nigel Perkins, Mortgage Adviser

Find the answers that you need.

TAP for Mortgage Advisers

Why mortgage advisers choose TAP

Trusted by mortgage advice businesses across New Zealand

Ready to get started?

Client testimonials

"Moving from my old system to TAP was straightforward."

"TAP was fundamental in helping us get our FAP established."

"The main benefit of working with TAP is their size - not too big, not too small. They know me, respond quickly to my questions, and are great people to deal with.”

"Working with TAP is all about partnership and a strong sense of connection. The team is always receptive and responsive to my questions and open to improvement suggestions. Their collaborative approach makes the support and system exceptional.”

Find the answers that you need.

Trusted by mortgage advice businesses across
New Zealand