New platform streamlines pipelines, boosts workflow efficiency
The New Zealand Financial Services Group (NZFSG) has launched Deal Board, a new tool designed to help mortgage advisers work smarter – not harder.
Already dubbed a “game changer” by early users, the platform offers a real-time, visual pipeline that streamlines task management, reduces admin, and eliminates double handling.
The launch comes amid a wave of tech investment across Australasia’s adviser networks, as broker groups accelerate workflow automation and CRM integration to cut admin time and lift client outcomes.
Transforming how advisers manage deals
Deal Board gives mortgage advisers a digital snapshot of their business activity – from deal status to pending tasks – all in one place. Designed to integrate seamlessly with NZFSG’s MyCRM system, the tool is part of the company’s broader push to enhance adviser workflows through automation and technology.
“We’ve taken a staged approach to the rollout so we can deliver tailored training and ensure every adviser can unlock the full benefits of these new tools,” said Kim-Anaka Baillie (pictured above right), NZFSG’s head of customer experience.
The platform works by displaying loan applications as cards on a digital board. As each deal progresses, the card automatically updates with key loan and lender details.
“When an adviser creates a client and deal in the system, it appears as a card on the Deal Board,” Baillie said. “As the deal progresses, the deal card automatically moves through each stage, pulling in key information such as lender details and loan value from the loan application.”
Drag-and-drop design makes it easy
The Deal Board’s drag-and-drop interface simplifies pipeline management and prioritisation. Advisers can quickly identify overdue tasks or bottlenecks and shift deals through various stages with minimal clicks.
“You can instantly see which deals need attention, what’s overdue, or what’s ready to move to the next stage,” Baillie said. “It’s a simple, powerful way to stay on top of your business.”
Built with adviser feedback at its core
Baillie said adviser input shaped every aspect of Deal Board – from its visual layout to team collaboration features like task reassignment.
“This is the most anticipated productivity enhancement we’ve delivered within MyCRM, and it’s been entirely shaped by adviser input,” Baillie said. “They asked for a more visual, intuitive way to connect deal details, prioritise activities and collaborate – and that’s exactly what Deal Board delivers.”
Advisers already seeing results
Adviser Sammy Kolio from Supreme Mortgages said Deal Board has transformed his team’s day-to-day operations.
“The new Deal Board interface is incredibly user-friendly. The pipeline status feature has significantly improved our workflow efficiency and eliminated the need for double-handling tasks in Trello.”
One major enhancement based on adviser requests was the ability to bulk reassign tasks, ensuring continuity when staff are away or leaving the business.
“One feature that came directly from adviser feedback was the ability to bulk reassign tasks – something that’s invaluable when team members leave or take leave,” Baillie said.
Smarter tools for a stronger business
Deal Board joins a growing suite of NZFSG productivity tools including MyActivities, Workflows, Adviser Insights Reporting, and the Mortgage Repayment Engine.
By improving workflow visibility and reducing manual tasks, Deal Board enables advisers to deliver consistent, high-quality service – no matter who’s on the team.
“It’s easy to see what’s been done, what’s next, and who’s responsible at every step,” Baillie said.
What’s next? Expansion to insurance
Deal Board’s initial rollout covers NZFSG and Loan Market mortgage advisers across New Zealand and Australia. Plans are now underway to bring the platform to insurance advisers in the near future.
