Untitled Document

Membership Benefits

If you’re interested in a package with unlimited access to core business tools and 100% commission paid to you, talk to us today about our new monthly Membership Package.

Does your aggregator give you…

…fair treatment?

Who owns your trail book and clients?

If you decide to leave our membership, we continue to pay your commission to you as long as the lender pays us and only for a small monthly fee. No ifs, buts or maybes.

Do you absolutely own your clients ?

Your clients are yours - not ours. We will not contact your clients during or after your relationship with us without your express written permission.

On what basis can your aggregator terminate their relationship with you?

At PLAN New Zealand, we can only terminate if you breach the membership agreement. Otherwise your membership is at your discretion.

Can you sell your business?

Yes. We can even assist in the sale if you need it.

...security?

Are your commissions safe?

All commissions are transacted through a trustee company.

…a business system advantage?

Can you tap into a proven and comprehensive system?

Whether you are an individual or a large national group, we offer tailored solutions that give you access to services from electronic lodgement, payroll facilities, marketing support to tax invoicing and cash flow management facilities.

Do you have access to a leading range of home loan products

We provide Mortgage Loan sub-agency agreements including a diverse range of mortgage providers. The current panel includes:

ANZ (including Nationwide)
ASB
Liberty Financial
NBNZ (including Nationwide)

Westpac
NZF
Sovereign
United Home Loans

How do you get more time to sell and develop new business opportunities?

Leverage. With PLAN New Zealand you can outsource your commission management and concentrate on marketing, sales and servicing your clients.

Are you marketing to your database to increase your sales potential?

You are provided with database lead generation tools and an internet presence. PLAN will also actively market mortgage originators to the marketplace.

Do you have marketing support?

We give you FREE direct marketing and advertising templates, Free Web Site creation and access to our comprehensive CRM (Customer Relationship Management) software and Client newsletter templates and articles to make your marketing as easy and cost effective as possible.

…state of the art technology?

Does your aggregator follow the trends or make them?

PLAN New Zealand was the first to introduce electronic loan lodgement and continues to invest to ensure members are at the forefront in technology.

Do you have the best in technological support?

You will receive sales and marketing software, able to electronically capture and transmit loan applications and an integrated system to provide you with all the support you need. Our software is leading edge and has been developed specifically for the originator. You will receive on-going updates and support during your membership.

…peace of mind with professional legal and compliance management?

We have a dedicated compliance manager to ensure that all members are kept right up to date with their obligations and requirements.

…a commitment to growing your independent business while having the best business tools?

We understand and respect that you are an independent business. Our services are designed to enhance your brand and your identity in the market. Not ours.

Do you have a Free Internet presence – branded with your business identity?

PLAN New Zealand will construct, upload and maintain your own Website. You will also be provided with content and have the freedom to add your own.

With PLAN New Zealand, you enjoy:

Maximised commissions

The buying power generated through aggregation of loan business from hundreds of PLAN New Zealand members across New Zealand, ensure that the highest commissions are negotiated.

Industry representation

PLAN New Zealand will actively promote the independent mortgage origination industry. We will involve you in key issues and seek your participation in areas that concern our industry. Your voice can be heard.

PLAN New Zealand has been set up for mortgage professionals only. Before you sign up with an aggregation group, ask yourself whether their agreement compares with ours.

If you want a fair deal, leading technology and no minimum sales volumes, give us a call today.