connectedit.ai

AI workflows built around what New Zealand mortgage brokers actually need

Spend your time advising clients — not managing admin

We set up and run the AI tools that handle your lead intake and bank correspondence, so you walk into every meeting already prepared.

Book a free discovery call →Prefer email? →

Built and tested in a real brokerage. Every workflow we offer has been running inside an active New Zealand mortgage business — so it's built around what brokers actually need.

How it works

  1. 1

    We learn your workflow

    A discovery call to understand how your brokerage runs, where your time goes, and the tasks slowing you down.

  2. 2

    We teach you how AI helps

    Tailored to your business, we show you exactly where AI fits your day-to-day — and how to actually use it.

  3. 3

    We build and support itoptional

    For workflows like lead intake, we set it up for you, train you, and keep it running with ongoing support.

Lead intake flow

A client books a time, answers your intake questions, and their details land in your inbox — formatted and ready before the meeting starts. No chasing, no manual data entry, no back and forth.

One-off setup $1,200 NZD
Monthly retainer $300 NZD/mo

No lock-in — cancel anytime with 30 days notice.

  • Integrated scheduling — clients book and answer your questions in one step
  • Capture each client's needs upfront, distilled into a brief that helps you tailor your advice
  • Walk into the first meeting knowing everything you need — minimum admin on your side
  • Automatic reminders keep clients on time and your calendar protected
Most popular

Mortgage Broker AI Workshop

A private session built around how you work. You walk away using AI with confidence — turning routine bank comms and lender follow-ups into minutes, not hours.

One-off $550 NZD
  • Built around your brokerage — practical from day one
  • You leave able to use AI yourself, with no ongoing reliance on us
  • A ready-to-use toolkit for your everyday emails and follow-ups
  • Recorded, with 30 days of support to make it stick

Both together

Start with the workshop to get confident with AI, then let the lead intake flow run in the background bringing in structured leads. The fastest way to modernise two of the biggest time drains in your business.

Setup $1,500 NZD
Monthly $300 NZD/mo
Save $250
Book a free discovery call →

Prefer email?

Not ready to pick a time? Send a message and we'll come back to you on how we can help.