Are you looking for an amazing network to be a part of? Then look no further. Here’s why Mortgage Link is the clear choice for quality mortgage advisers.
Client-focused excellence in advice
Our prime objective is to provide clients with the most comprehensive, tailored approach to lending possible. We support our advisers in building a career based on understanding client’s circumstances and motivations, and being able to source the right individual solution. In short, we’re here to help you build a business you can be proud of.
Licensing options for the new regime
We are ready for the new regime and have two options for advisers who wish to join Mortgage Link: (1) Join the Link Financial Advice Provider (FAP), or (2) Join Mortgage Link under your own FAP. Either way, we are ready to help advisers thrive in the new regime.
Long-standing provider relationships
We have strong, long-standing relationships with most lenders in New Zealand, meaning our advisers have access to the quality products and solutions for their clients.
Nationwide networking and connection
The world of mortgage advising can be quite lonely - often you are working by yourself, without the support of a team. By joining Mortgage Link, this changes overnight. Your fellow Mortgage Link advisers will become your team: a support network of people who understand your business, both the good and the challenging – and who can be called on for advice, questions and of course, an enjoyable chat.
Flexible branding options
If you have built your brand from nothing to something you are immensely proud of, our model for own-brand advice businesses could be the option for you. Or if you’d like to join under a trusted brand in mortgage advice, you might like to consider our branded model.
Resources and support
In joining us, you will gain access to our purpose-built CRM, designed and built by advisers for advisers. Advice Link is a client-facing system that holds all of your client data and streamlines your advice process. Online application, Needs Analysis, and building of Record of Advice are all taken care of, making it easy to meet your compliance obligations. Advice Link supports task-management and much more, providing a comprehensive practice solution.
Ongoing training and development
Along with regular provider training, system training, webinars and ongoing business development with a focus on growth, we also offer two personal development days every year, and hold an annual conference.
Marketing materials and lead generation
If you choose to work under the Mortgage Link brand then you will receive marketing support, branding and marketing materials, as well as any leads generated in your area.
Access to Finergy - Digital marketing and client communication plans specifically designed for Mortgage Link and Insurance Link advisers through FINERGY, a marketing & business development service designed to help New Zealand financial advisers take their communications to the next level.
We love to celebrate our amazing advisers, so we promote you on our website and via social media.
Access to Workplace
This is a closed group on the Facebook platform that is designed purely for Mortgage Link advisers to share information and collaborate. If you have a question outside of hours (or at any time) then this is the place to post it. One of the Mortgage Link team will be able to advise you, but so will your adviser colleagues. We also use this platform for regular industry updates.