CLIENT SELF-COMPLETION
Clients complete their profile in their own time on any device.
SAVES HOURS PER CLIENTHOW IT WORKS
EVERYTHING YOUR ADVISORY NEEDS. NOTHING IT DOESN'T.
Bluemint is built around the real workflow of a financial adviser — from the moment a client enquires to the day they renew, and every compliance obligation in between.
BOOK A DEMOCHAPTER 01 — CLIENT ONBOARDING
SCREEN A NEW CLIENT IN UNDER 5 SECONDS.
Send a link. Your client completes their own profile. The moment their data comes through, you have everything you need to screen them instantly — no back and forth, no phone tag, no duplicated entry.
5-SECOND SCREENING
As soon as data lands, the key screening checks are run automatically.
INSTANT QUALIFICATIONSELF-SERVICE PROFILE UPDATES
Clients can update details without adviser intervention.
REDUCES ADMIN OVERHEADDOCUMENT CHECKLIST
Assign required documents and track status in one place.
NO MORE EMAIL CHAINSSHARED DOCUMENT SPACE
A secure shared workspace for attachments and collaboration.
REPLACES EMAIL EXCHANGETHIRD-PARTY DOCUMENT DROP
Collect docs directly from connected parties and clients.
3 SECOND DOC DROPCHAPTER 02 — ADVICE & COMPLIANCE
COMPLIANT ADVICE, GENERATED AUTOMATICALLY.
Bluemint generates disclosure documents and statements of advice directly from your personalised formulas — and tracks everything for compliance.
DISCLOSURE & SOA
AUTO-GENERATED. ALWAYS COMPLIANT.
You don't need to give every client platform access. Bluemint auto-generates disclosure documents and digital statements of advice — populated from your personalised product, insurer, and calculation formulas.
- Digital statement of advice with PDF export
- Populated from your personalised formulas and recommendations
- Send disclosure docs without requiring client logins
- Every send is tracked and logged for compliance purposes
STATEMENT OF ADVICE
ClientSarah Thompson
SOA GeneratedAUTO-POPULATED
Disclosure SentTRACKED ✓
PDF ExportReady
Compliance LogRecorded
INSURANCE WORKFLOW
Initial AdviceCOMPLETE
Underwriting DecisionRECEIVED
Post-Assessment AdviceGENERATED ✓
Advice Completeness100%
Audit TrailFull record
INSURANCE COMPLETENESS
POST-ASSESSMENT ADVICE. THE PART THAT OFTEN GETS MISSED.
Bluemint includes post-assessment and underwriting advice as part of your insurance workflow so the advice your clients receive after underwriting decisions is complete, accurate, and documented.
- Post-underwriting advice built into the insurance workflow
- Ensures completeness of advice at every stage
- Fully logged for compliance and audit purposes
- Reduces risk of advice gaps and complaints
CLIENT ACCEPTANCE
DECISIONS, ACCEPTANCE, AND SIGNING — ALL IN ONE PLACE.
Clients confirm their acceptance, record their decisions, and sign documents in a single, seamless flow. No printing, no scanning, no separate e-sign tools.
- Digital acceptance and decision confirmation
- Document signing within the platform
- Full audit trail of client decisions
- Automated compliance review surveys
CLIENT ACCEPTANCE
Advice ReviewedCONFIRMED
Product DecisionAccepted
Documents SignedCOMPLETE ✓
Review SurveyAUTO-SENT
CHAPTER 03 — APPLICATIONS & TRACKING
CLEAN, SIMPLE STATUS TRACKING END TO END.
From application to settlement, everyone knows exactly where things are. No chasing. No guessing. No spreadsheets.
APPLICATION STATUS TRACKING
A clean, simple view of where every application sits — for mortgages, insurance, and investments.
REAL-TIME VISIBILITYAUTOMATED AUDIT & COMPLIANCE CHECKING
Compliance checks run automatically at every stage and all actions are logged.
ZERO MANUAL COMPLIANCE WORKMULTIPLE REPORTING DASHBOARDS
Track refixes, settlements, renewals, tasks, complaints, CPD, and arrears across your suite.
13+ REPORT TYPESCUTTING DEFERRALS & DELAYS
Automated workflows and instant visibility eliminate back-and-forth and reduce delays.
FEWER DEFERRALSCHAPTER 04 — ONGOING MANAGEMENT
NEVER MISS A RENEWAL,REFIX, OR REVIEW AGAIN.
Your Bluemint dashboard tracks every client's mortgage, insurance, and KiwiSaver position — and automates alerts and reviews that keep your book profitable and your clients informed.
MORTGAGE, INSURANCE & KIWISAVER TRACKING
Your dashboard gives you a live view of every client's loan balances, cover amounts, and KiwiSaver.
FULL BOOK VISIBILITYAUTOMATED REFIXES, RENEWALS & REVIEWS
Bluemint flags upcoming refixes, renewals, and annual reviews before they are due.
ZERO MISSED RENEWALSAUTOMATED REVIEW SURVEYS
Review surveys are triggered automatically at the right time to capture feedback and evidence suitability.
COMPLIANCE-DRIVEN AUTOMATIONCLIENT SNAPSHOTS
Clients with their own access can view a real-time snapshot of their position and key actions.
SELF-SERVICE VISIBILITYINTERNAL REFERRAL FUNCTIONALITY
Make it easy for happy clients to refer you. Bluemint includes built-in referral tools for your clients.
BUILT-IN GROWTH CHANNELONGOING SUPPORT
Tutorial videos, FAQs, and a ticketing support system are built into the platform for your team.
TUTORIAL VIDEOS · FAQS · TICKETING10×Faster processing time
90%Reduction in manual overhead
100%Compliance at every step
24/7Client self-service access
SEE IT ALL IN ACTION.
Book a free demo and we'll walk you through the platform end to end.