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TAP launches new full-service mortgage aggregation platform

The Adviser Platform (TAP) says it has launched a “revolutionary” new mortgage aggregation platform specifically designed to meed the needs of New Zealand's mortgage advisers.

Wednesday, July 5th 2023, 9:00AM

TAP says the new platform will streamline operations and enhance client services for financial advice providers (FAPs) and has the ability to “effortless migrate entire databases.”

“We take pride in shouldering 99% of the heavy lifting, allowing advisers to stay focused on delivering advice to their clients,” says TAP managing director Ryan Edwards.

TAP currently has about 200 advisers using its services but only about 40 are mortgage advisers, most acquired in March when TAP bought industry veteren Geoff Bawden's Q, and the rest being insurance advisers.

Bawden heads the mortgage side of the company and Edwards says his company is keen to attract other mortgage brokers to its network.

“The key message we want to get across is we're not just another aggregator, we're actually a services platform that can help an adviser thrive in this environment,” he says.

As well as “efflortless onboarding,” TAP's new platform provides access to major product providers, a custom-built mortgage advice tool, reliable day-to-day support, continuous professional development opportunities and timely commission payments.

TAP is also offering exper compliance and audit support to ensure FAP's remain compliant with industry regulations as well as extensive customer relationship management capabilities.

“We're dedicated to equipping advisers with the tools to build a better mortgage business. TAP aims to empower advisers to deliver outstanding advice while offering a personalised approach to how we support their business,” Edwards says.

TAP will charge the first adviser in a FAP firm $750 a month and $645 a month for each additional adviser while administration staff won't be charged.

“We've gone out with a price point that we think is pretty damn good,” but Edwards wants advisers to focus on the complete value proposition, not just price.

“We don't want people coming on board simply to save $50” he says.

Tags: TAP

« Mortgage delinquencies in May at highest since March 2020Bluestone scales back NZ business »

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 5.94 - - -
AIA - Go Home Loans 8.49 ▼6.19 ▼5.69 ▼5.69
ANZ ▼7.89 6.79 6.29 6.29
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 6.19 5.69 5.69
ASB Bank 8.39 ▼6.19 ▼5.69 ▼5.69
ASB Better Homes Top Up - - - 1.00
Avanti Finance 8.90 - - -
Basecorp Finance 9.60 - - -
BNZ - Classic - ▼6.19 5.79 5.79
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One ▼7.94 - - -
BNZ - Rapid Repay ▼7.94 - - -
BNZ - Std ▼7.94 6.45 5.89 5.79
BNZ - TotalMoney ▼7.94 - - -
CFML 321 Loans 6.70 - - -
CFML Home Loans 6.95 - - -
CFML Prime Loans 8.75 - - -
CFML Standard Loans 9.70 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - ▼5.99 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 8.15 ▼6.19 ▼5.75 5.69
Co-operative Bank - Standard 8.15 ▼6.69 ▼6.25 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 6.60 6.10 -
First Credit Union Standard 8.50 7.20 6.70 -
Heartland Bank - Online 7.99 6.69 6.35 6.15
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.00 6.50 -
ICBC ▼7.49 ▼6.15 ▼5.69 ▼5.69
Kainga Ora 8.39 7.05 6.59 6.49
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 8.25 7.19 6.69 6.59
Kiwibank - Offset 8.25 - - -
Kiwibank Special - 6.29 5.79 5.79
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 8.75 6.69 6.19 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 8.49 ▼6.95 ▼6.29 ▼6.29
SBS Bank Special - ▼6.35 ▼5.69 ▼5.69
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 5.94 5.45 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
TSB Bank 9.19 7.09 6.59 6.59
TSB Special 8.39 6.29 5.79 5.79
Unity 8.64 6.29 5.79 -
Unity First Home Buyer special - 6.20 - -
Wairarapa Building Society 8.50 ▼6.50 ▼5.89 -
Westpac 8.39 6.89 6.39 6.39
Westpac Choices Everyday 8.49 - - -
Westpac Offset 8.39 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 6.29 5.79 5.79
Median 8.39 6.47 6.10 5.79

Last updated: 9 October 2024 9:07am

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