NZFSG upgrades its CRM

NZ Financial Services Group has launched a new workflow tool, Deal Board, in its CRM that gives mortgage advisers a clear, customisable, real-time view of their loan pipelines — streamlining processes, cutting admin time, and helping businesses stay one step ahead.

Thursday, June 5th 2025, 9:49AM

The group says this is its latest investment in smarter, integrated technology solutions.

Deal Board, it says, is an innovative digital platform transforming how mortgage advisers manage their loan pipelines, streamline operations, and improve efficiency through automation.

Deal Board is the flagship addition to NZFSG’s growing suite of productivity tools, alongside MyActivities and Workflows, all designed to simplify the adviser experience. The rollout began with Loan Market and NZFSG mortgage advisers, with plans underway to extend the platform to insurance advisers in the near future.

“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,” NZFSG Head of Customer Experience Kim-Anaka Baillie says.

Delivering on NZFSG’s promise to save advisers time, Deal Board provides advisers with a clear, real-time digital view of their business pipeline, allowing them to easily track the status of loan deals, upcoming tasks, and overall business activity — all in one place. Business owners can customise the platform to suit their needs, making it a powerful, yet flexible tool for both individual advisers and larger teams.

“When an adviser creates a client and deal in the system, it appears as a card on the Deal Board,” Baillie says. “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. It gives a clear snapshot of the pipeline and highlights any bottlenecks or areas that need attention.”

The visual, drag-and-drop interface makes it easy to prioritise tasks, automate workflows, and ensure consistent client service.

“You can instantly see which deals need attention, what’s overdue, or what’s ready to move to the next stage,” said Baillie. “It’s a simple, powerful way to stay on top of your business.”

A key differentiator of Deal Board is its seamless integration with NZFSG’s MyCRM platform, eliminating the need for double data entry and reducing reliance on external systems.

Tags: Deal Board NZFSG