For NZ mortgage brokers

Tell twio

It handles the rest.

Cut your tedious admin work.

So you can spend your time where it counts - with your clients.

Get early accessSee a demo
tw
Twio
Your broker assistant
Online
B
Start an ANZ home loan for the Chens — $820k. They changed jobs recently, so get fresh payslips.
tw
On it. Emailing the Chens for payslips now and pre-filling ANZ from their profile.
✓ Email sent to Chens· ANZ form started
B
Also chase ASB on the Singh file — it's been 3 days with no update.
tw
Done. Followed up with ASB and cc'd you. I'll flag you the moment they reply.
Twio handles
📋
Loan applications
📝
Bank form filling
✉️
Banker follow-ups
📨
Client email tracking
🔍
Deal progress

Think, talk and work
just like your best clerk.

No commands. No forms. No workflow to learn.
Say it the way you'd say it to a colleague — Twio takes it from there.

@Chris needs his refix sorted — 50% fix to 12 months, rest to float
Got it. I'll send the proposal to Chris for approval. Once he confirms, I'll prepare the bank forms and submit. I'll keep you posted.
Now
You tell Twio
One sentence
You
+10 sec
Twio drafts proposal
Pre-filled from Chris's profile
Twio working…
You review
You approve proposal
Quick check, give the nod
Waiting on you…
Auto
Sent to Chris
Twio sends & waits
Twio working…
Chris approves
Waiting on Chris…
Auto
Bank forms prepared
Compliance-ready, pre-filled
Twio working…
You review
You approve forms
Final check, you stay in control
Waiting on you…
Done
Submitted to bank
You're notified. Chris is updated.
Twio working…
YoutwioChris (client)

Review & approve.
One place, one minute.

Buried in tabs, chasing docs, losing an hour.
Now twio makes everything ready for review.

🤯😵‍💫😮‍💨
Hunt. Tab-switch. Repeat.

Find documentmortgage_chris_FINAL_v3.pdf
Draft emailTo: chris@… Re: your refix
Fill bank formANZ Fixed Rate — page 3 of 7
Follow-up textHey Chris, just checking in…
Rate comparisonrate_compare_v2.xlsx
Block follow-upCall Chris — 30 min
Compliance doccompliance_pack_final.pdf

😌😎🤩
Type. Review. Done.

Confirm the rate

Find the latest rate options

Excel
Draft a proposal

Find user information and history

Folder
Get customer approval

Proposal delivered for approval

Email
Fill bank form

With correct PDF filled

PDF
Pack the file

Supporting pack assembled

Attachments
Mail to banker

You're notified. Chris is updated.

Email

Tedious work, finished by magic.

Not hard — just slow. Twio handles the document chasing, detail checking, and NZ bank requirements so you don't have to.

Complex cases we cover

Self-employed income

Business income, add-backs, and proof requirements

Low deposit / First Home Loan

Support LVR exceptions and policy pathways

Rental income servicing

Calculate servicing with lender-specific buffers

Multiple applicants / trust

Handle joint applications and layered structures

The perfect division of labour.

Twio absorbs everything that slows you down. You keep everything that makes you valuable.

Twio handles

📋Loan applications
📝Bank form filling
✉️Chasing bankers
🔍Progress tracking

You focus on

🤝Client relationships
🏡Finding the right deal
📈Growing your book
💬Trusted advice
Early access

Ready to hand off the grind?

Get early access