Advisers gain powerful new insights for client service

NZ Financial Services Group (NZFSG) has partnered with Cotality (formerly CoreLogic) to give its mortgage advisers complimentary access to Property Guru – Cotality’s flagship property research platform – via its proprietary MyCRM system.
The new initiative, effective July 1, aims to help advisers deliver smarter insights and deepen their client relationships across the full property lifecycle, from pre-purchase to post-settlement.
“We’re elevating the trust clients already place in their advisers by combining that personal relationship with Cotality’s market-leading insights,” said NZFSG chief executive Baden Martin (pictured left).
“This partnership is about delivering a truly holistic finance and property experience — empowering advisers to have more meaningful discussions and guide clients with confidence, well beyond settlement.”
Elevating advice with insights banks trust
Mortgage advisers will now be equipped with the same AI-powered property data banks rely on – allowing them to deliver more strategic, data-driven guidance.
Key features advisers can now access through Property Guru include:
- Smarter client insights with suburb-level data, market alerts, and listing trends.
- Enhanced client engagement via unlimited digital property reports and suburb profiles.
- Mobile convenience with the Property Guru app, keeping advisers connected on the go.
- Post-settlement tools to track market trends and property performance, supporting long-term relationship building.
- Specialist training to ensure advisers can maximise the benefits of property data at every stage of the client lifecycle.
A step forward for the mortgage advice industry
Lisa Claes (pictured right), Cotality International CEO, welcomed the partnership as a significant leap forward for mortgage advisers.
“This partnership between NZFSG and Cotality represents a transformative shift for the mortgage advice industry,” Claes said.
“With direct access to Property Guru’s unparalleled property insights, advisers will be equipped to deliver faster, data-driven advice that strengthens client outcomes and elevates industry standards.”
Empowering mortgage advisers through innovation
As New Zealand’s largest adviser network, NZFSG supports its members with leading tools, training and services across the mortgage and insurance space.
The organisation said the Cotality partnership reinforces its commitment to innovation and helping New Zealanders achieve their property and financial goals with trusted, insightful advice.
The Cotality partnership is the latest in a series of tech-driven innovations from NZFSG:
- Deal Board launched earlier this year and dubbed as a “game changer” by early users, gives advisers a real-time visual pipeline to streamline task management, reduce admin, and eliminate double handling.
- a partnership with Initio Insurance allows advisers to generate instant home insurance quotes within the MyCRM platform, simplifying the client journey during the mortgage application process.