Services
The menu, grouped by what it does for the brokerage.
The next twelve months are the window where NZ brokers and specialists either install the AI-augmented growth engine or watch a peer install one and pull away. Every service below is built for that window. Sold on outcome. Mechanism in the FAQ at the bottom.
Engagements sit inside the $3.5k–$7k/mo range. Scope decided in the 90-day sprint. The retainer flexes as the brokerage grows. One residential settlement covers the low end, two covers the high end. That's the math.
A note before you read on. This work is built for sales-led brokers and specialist advisors who already close and want flow. If your brokerage is fine on referrals and you're not looking to grow past where you are, this is the wrong page.
Track 01
More clients, less chasing
A pipeline of pre-approved purchase leads every quarter. Without working another Saturday.
The 9pm Sunday iPad search ends here. The Friday-pipeline-light wince stops being the Friday default. The phrase "we get most of our work from referrals and the odd REA intro" stops being the only growth story the brokerage has.
Twelve months in, you're opening MyCRM on a Monday and reading from a queue. The inbound enquiries are arriving from queries your prospects asked an AI, from a peer-grade email that didn't make anyone flinch, from a LinkedIn post the principal recorded on a Loom in five minutes on the drive in. The principal stops being the rainmaker AND the operations manager AND the marketing department. They go back to being the broker.
What it does for you
- → 6 to 15 pre-approved purchase enquiries a month from sources you can name and defend
- → First-response inside three minutes on every inbound, even when you're in a client meeting
- → A targeting list the principal signs off on before a single message goes out
- → An end to "where did this lead come from" guesswork at the Monday morning pipeline check
- → FAP / CCCFA / FMA-compliant messaging that won't put you on the aggregator BDM's call list
Track 02
Found when buyers ask AI
Be the broker AI mentions when your prospects ask. Before your peers notice the layer exists.
A slice of your future clients are already asking ChatGPT, Perplexity, Claude, Gemini, and Google's AI Overviews who they should use. "Best mortgage broker [their city]." "Commercial finance broker NZ." "Tax specialist for R&D credits Auckland." That slice is growing every quarter. The brokers cited in those answers in 2026 own the layer for the next five years. The window is roughly 18 months in NZ. Probably less.
Twelve months in, your brokerage shows up in AI answers your prospective clients are reading on their phones at 9pm Sunday. A past client rings on a Friday: "I asked ChatGPT for a Christchurch mortgage broker and you came up first. Just checking it was actually you." That's the moment the work pays for itself.
What it does for you
- → Citations in the AI answers your prospective clients are reading on the kitchen-table iPad
- → A monthly broker-ready scorecard showing which queries the brokerage appears in this month vs last
- → Visibility in Google AI Overviews for high-intent local queries in your region
- → A defensible head-start over peer brokers in Auckland, Hamilton, Tauranga, Wellington, Christchurch, Queenstown
- → An audit trail of which content moved which query. No green-arrow theatre.
Track 03
Growth that compounds
Infrastructure the brokerage owns. Whether we're still in the room or not.
This is the layer most agencies don't build because they don't know how, and the agencies that do know how won't build it because it kills their lock-in. We build it because it's the only honest way to charge $5k a month inside an NZ brokerage. You walk away with something that keeps compounding when the retainer ends.
Quarter one we install the foundation. By the end of year one the brokerage has AI systems running inside the business that didn't exist before. Inbound triage that responds in three minutes. A trail-book re-engagement engine that catches refi conversations before the bank app does. A content engine that turns one Loom into a LinkedIn post, an email, a site update, and an AI-search-ready asset. Year two the conversation is about hiring the second broker, expanding into commercial, or making the brokerage a sellable business.
What it does for you
- → Growth infrastructure the principal can list at the next aggregator review
- → Time given back to the principal. Hours stop getting eaten by triage and inbound chase.
- → A trail-book retention engine that plugs the leak — every refi lost to a bank app is thousands of dollars of lifetime commission gone
- → The second broker becomes hireable because flow is predictable instead of hoped-for
- → A real exit story. A brokerage with a growth engine sells at a multiple of revenue, not a multiple of trail.
Track 04
Honest measurement
Server-side tracking, broker-ready reporting, every dollar traceable to a settlement.
The single most common reason marketing spend gets pulled in year two is that nobody can defend it. Reports stop matching what the principal sees in the pipeline. Tracking breaks the moment Apple ships a privacy update. The agency's "attribution model" can't survive a five-minute hostile question from a sceptical spouse.
Six months in, every settlement in the brokerage has a known source. The "what does the agency actually do" conversation stops because the answer fits on one page and reads in two minutes. The retainer renewal happens in five minutes instead of forty. Twelve months in, the principal who used to dread the year-end marketing line item starts presenting it.
This work alone has paid for the retainer for several of our clients. It's included in every engagement at no extra cost because nothing else is honest without it.
What it does for you
- → Every enquiry and settlement traceable to its source: search, AI search, paid, outbound, referral
- → Conversion data restored after the privacy hits that took 30 to 40% of it away from most NZ businesses
- → A one-page monthly report the principal can put in front of the team, the BDM, or the spouse without translation
- → The "where do my leads actually come from" question gets answered every Monday morning, on a dashboard, automatically
- → The ability to defend the marketing spend at every retainer review for the next five years
FAQ
What's actually inside.
For the principals who want to know the mechanism before they buy. Most don't. If you do, this section is for you.
What "AI systems installed inside the brokerage" concretely means.
In the 90-day sprint, we install at least one of the following four systems inside the brokerage, picked based on where the brokerage leaks the most billable time and where one system would compound the most.
01
AI inbound triage and first-response drafter.
Reads every inbound enquiry from the website, paid social, and LinkedIn. Drafts a first-response message in the principal's voice inside three minutes. Classifies the lead and surfaces context before the broker reads it. Removes the "I'm in a meeting and the lead died" tax. Works alongside Trail, MyCRM, Salestrekker, or whatever you're using.
02
AI trail-book re-engagement engine.
Watches your trail book for refinancing windows, rate-cycle moments, and life-event triggers. Drafts personalised re-engagement messages in your voice, queued for your approval. Catches refi conversations before the bank app does. The system that plugs the $40-per-month-per-client leak.
03
AI proposal / scenario drafter.
Trained on your past proposals, scenario calculations, and client explanation paragraphs. Drafts a first cut of any new scenario letter or pre-application brief in your voice. Cuts scenario-prep time from an hour to ten minutes. FAP-safe: it drafts, you approve and sign.
04
AI content and GEO publishing engine.
Turns one five-minute Loom from the principal into a LinkedIn post, an email update, a site article, and an AI-search-ready content asset. Your expertise becomes a marketing engine without you becoming a content creator. The system writes in your voice, you approve in 30 seconds.
The channels we run, in plain English.
- → SEO + GEO (generative engine optimisation). Both the traditional Google layer and the AI-search layer. GEO is the headline.
- → Outreach. AI-orchestrated, peer-grade copy, FAP and aggregator-aware, manually reviewed before sending. Not a cold-DM blast. We don't go around your BDM.
- → Paid social. Meta as the primary channel for most brokerages. LinkedIn for commercial and asset-finance specialists. No TikTok unless you specifically ask for it.
- → Email marketing. Trail-book nurture and re-engagement sequences in the principal's voice, drafted by AI, approved before sending.
- → Lead generation. The umbrella outcome the above channels produce, with full server-side tracking so every settlement has a known source.
FAP, AML, CCCFA. How we stay inside the lines.
- → No AI giving regulated financial advice. The AI drafts, you approve and sign. Every time.
- → No specific rate guarantees in ads. No comparative advertising that names specific banks.
- → AML-aware data handling. We work with your aggregator's compliance team where required.
- → All marketing materials reviewed for FMA exposure before they ship. If a bit of copy makes us nervous, it doesn't go out.
What's not included.
- → No TikTok or short-form dancing video unless you explicitly ask
- → No Google Ads management unless added to the scope
- → No cold-DM blasts, no scrape-and-spray outbound, no going around your aggregator BDM
- → No comparison-site pay-per-lead programmes where the lead's already been sold to four others
- → No 60-page strategy decks that sit in a drawer
- → No 12-month minimum contracts
- → No money-back guarantee. We lean on case studies and the free audit as the de-risker, not a refund promise.
The cadence.
- → 20-minute discovery call with Greg
- → Free AI-search citation audit delivered within 48 hours
- → One-week diagnostic delivery
- → A 60-minute strategy session with the principal (and admin/CRM person if you have one)
- → 90-day sprint with weekly 20-minute check-ins
- → Monthly broker-ready report you can put in front of the team or the BDM
- → Decision at day 75 on whether to roll into the ongoing retainer
Start with the audit. See where you actually stand.
Drop your brokerage's URL into the AI-Search Audit. Sixty seconds later you get back a one-page scorecard. No call, no card, no follow-up army. If the scorecard tells you something you wish you'd known six months ago, book a 20-minute call with Greg. You leave with a diagnostic of what to do next quarter. Take it and act on it yourself, with another agency, or with us.
Engagements from $3.5k–$7k/mo. 90-day sprint as the on-ramp. No 12-month minimums.