With Twio, brokers work in an AI way.
Case board, loan book, form filling & email drafting.
Case Board
Drag to move between stages · built from your inbox
Loan application details
| Report Date | 7 Jul 2026 |
| Client Names | Sophie Bennett & David Bennett |
| Security Value | $1,025,000 |
| New Request | $820,000 |
| Loan to Value Ratio | 80% |
| Loan term | 30 years |
| Total Lending | ⚠️ needs total lending |
Background
Our clients, Mr & Mrs Bennett, are New Zealand citizens purchasing their first home in Mount Eden, Auckland. David is employed full-time as a project engineer; Sophie works as a retail assistant. Both hold clean credit histories.
Servicing
P.A.Y.E Income
David earns an annual gross salary of $138,000, paid fortnightly into his ANZ account. Sophie earns $82,400 gross, confirmed by the March payslips attached to the application.
Connect your email.
Every client, case and doc — sorted.
No setup, no filing. Twio reads every thread and document, summarises each deal onto a live case board, and keeps an organised file behind every client — working smartly in the background so you never re-type a thing.
Catch every refix & refinance.
Loan Radar builds from the same email and watches every fixed term — surfacing what's rolling off so you reach the client first.
The perfect division of labour.
Twio absorbs everything that slows you down. You keep everything that makes you valuable.
Twio handles
You focus on