For mortgage advisers
Claim your FINDA adviser profile, show clients how you can help and receive enquiries through ClientConnection.
Enquiries generated through your FINDA profile and connected adviser tools are attributed to you through ClientConnection and returned directly to you. Adviser-attributed clients are not placed into the open ClientConnection marketplace.
Public profile options
Basic helps you be found. Enhanced helps clients understand why they should talk to you.
Basic Profile
FREE
Enhanced Profile
$299 + GST per year
Enhanced Profile is also included with an active NZMAI Professional membership.
Basic helps you be found. Enhanced includes additional profile sections that help clients understand why they should talk to you.
| Feature | Basic Profile | Enhanced Profile |
|---|---|---|
| Adviser name | ||
| FSP number | ||
| FAP name | ||
| FSP verified status | ||
| Trading / business name | ||
| Profile photo | ||
| Primary location | ||
| Short adviser introduction | ||
| Expanded About this adviser section | — | |
| Primary mortgage help offered | ||
| Full mortgage help categories | — | |
| Full areas serviced | — | |
| Customer types helped | — | |
| Qualifications | ||
| Lender accreditations / access | — | |
| Languages | — | |
| Meeting methods | — | |
| Working days / availability | — | |
| Business / FAP logo | — | |
| FINDA enquiry button | ||
| ClientConnection adviser attribution | ||
| Adviser-owned client protection | ||
| Personal FINDA profile link | ||
| QR link | ||
| Website link | — | |
| Social links | — | |
| Booking / calendar link | — | |
| Verified client reviewsComing soon | ||
| Review management dashboardComing soon | — | |
| CalcStudio linksComing soon | — | |
| Decision calculator linksComing soon | — | |
| Profile view analyticsComing soon | — | |
| Enquiry analyticsComing soon | — |
Claim your adviser profile during the launch period and receive complimentary access to Enhanced Profile features until 31 December 2026.
The actual entitlement dates are controlled in ClientConnection.
How enquiries connect
Your FINDA profile is connected to your ClientConnection adviser account. ClientConnection stores your approved adviser information, controls your profile entitlement and routes enquiries generated through FINDA back to you.
Coming soon
FINDA plans to invite clients to review advisers following verified ClientConnection interactions.
Coming soon items apply only to tools advisers can add to their Enhanced Profile.
FINDA’s existing consumer mortgage calculators remain available now. CalcStudio and decision-calculator profile links are shown here only to demonstrate the adviser profile features being developed.
FINDA helps advisers be found. ClientConnection helps manage client conversations. CalcStudio provides adviser and client tools. NZMAI brings the wider adviser growth ecosystem together.
