Demonstration · the client's page

What your client sees – the two-minute check-in

Ninety days before a fixed rate ends, the client gets an email and a text in your name with a link to this page. No login, no app. They confirm their details, see what today's rates mean in their own dollars, and book a time with you. Example data: the client, the adviser and the figures are made up.

9:41

From Sam Taylor · Taylor Mortgages · FSP 123456

Your mortgage adviser

Anna, your fixed rate ends on 14 January

That's 74 days away. Two minutes now means you have your options before the bank writes to you.

Your detailsWhat it meansBook

1 · Is this right?

These are the details Sam holds for your loan. Tap to confirm or correct each one.

Lender
ASB
Loan balance
$540,000
Interest rate
6.19%
Fixed term
12 months
Fixed rate ends
14 Jan 2027

2 · What it means today Opens once you've checked your details.

3 · Book a review with Sam Opens after step 2.

Where did you get my details?

From Sam, your adviser, for this review. Nothing is shared with anyone else.

Information, not advice. Sam gives the advice in your review. Sent by Base IQ on behalf of Sam Taylor, Taylor Mortgages (FSP 123456).

Example data – Anna Smith and Sam Taylor are made up.

What the client sees, and why

Tap through the phone as Anna would: confirm the five details, read the figures, book a time. Each element is there for a reason.

1
It comes from you. Your name, your firm, your FSP number, before a single figure. The client knows who is asking. Base IQ appears only in the small print.
2
Step 1 – confirmation first. Five facts the bank already holds, each a tap to confirm or correct. You hear about a new mobile, a changed balance or a sale before the bank does, and the review starts with the right numbers.
3
Step 2 – dollars, not advice. Today's lowest advertised rate for the same term, their payment now and at that rate a fortnight, the difference, and an estimated value and equity marked as estimates. No lender, term or product is recommended. You give the advice.
4
Step 3 – the booking is the product. Times from your hours. One tap books it, a calendar file goes to you both, a reminder the day before. This page reaches the client at 90 days, before the bank's offer arrives.
5
Where did you get my details? A one-line answer on every page and in every message: from you, for this review, shared with nobody else.
6
I'd rather not hear about this. One tap, honoured for good. It stops every message to that client from Base IQ.
7
Information, not advice. The footer on every page and message. The client's own figures and today's advertised rates – the advice is yours, in the review.

Progress: step 1 of 3.

Example data. Rates: calculate.co.nz (lowest advertised rate for borrowers with at least 20% equity), as published 21 Sep 2026. Anna's loan: $540,000 with ASB at 6.19%, fixed 12 months to 14 Jan 2027, 24 years left; home value an example estimate. Live, the page opens from a signed link in the email or text – no login.