Upload your documents. Get your paperwork. That's it.

SOAs, credit memos, recommendations, and bank handover forms — generated from your uploads in seconds. Built for NZ mortgage advisers.

Start 7-Day Free Trial See how it works

No credit card required. Full access for 7 days.

You became an adviser to help people buy homes. Not to write documents until midnight.

80%
of your week is admin and paperwork
2-3hr
per SOA, credit memo, and recommendation
5
banks, each with different handover forms

Scribed handles the paperwork so you can handle the clients.

Three steps. That's the whole workflow.

1

Upload

Drop your fact find, approval letters, bank statements — anything relevant to the deal. Scribed reads and extracts what it needs.

2

Confirm

Review the loan structure, borrowers, and tranches. Edit anything that needs adjusting. Hit confirm when it looks right.

3

Generate

Mortgage Recommendation, Credit Memo, final Statement of Advice, and bank structure confirmation — each generated at the correct advice stage.

Everything you need for every application.

Statement of Advice

Final advice after approval and property confirmation, recording the approved and utilised lending, exact structure, repayments, settlement, declarations, and signatures.

Credit Memo

Bank-ready credit memo with borrower profiles, income analysis, security details, and your professional commentary.

Mortgage Recommendation

Initial client advice from the SOP and evidence review, with the selected lender rationale, open adviser questions, and any further documents required before submission.

Bank Handover Forms

Pre-filled handover forms for ANZ, ASB, BNZ, Westpac, and Kiwibank — each matching the bank's exact layout.

Serviceability Calculator

Instant max borrowing from all 5 major banks, side by side. No more juggling spreadsheets.

Homelend Document Standard

Every generated document uses the approved Homelend identity, legal footer, colours, and document layout.

Simple pricing. No credits. No surprises.

Every plan includes every feature. 7-day free trial on all plans.

Individual
$99/month
NZD incl. GST · Cancel anytime
  • 1 adviser
  • Unlimited document generation
  • Unlimited clients and applications
  • SOA, credit memo, recommendation letter
  • All 5 bank handover forms
  • Expense analysis & bank statement review
  • Serviceability calculator
  • Branded PDFs with your logo
  • Continuously improving — more lenders coming
Start Free Trial
Team
$209/month
NZD incl. GST · ~$69/adviser · Cancel anytime
  • 3 adviser seats included
  • Additional advisers at $69/month each
  • Everything in Individual
  • Each adviser gets their own login
  • Separate client data per adviser
  • Centralised billing
  • Available to advisers under the same FAP
  • Continuously improving — more lenders coming
Start Free Trial

Built by a Kiwi adviser, for Kiwi advisers.

NZ tax calculations, NZ compliance requirements, NZ bank forms. Not a US product localised for NZ — built here, from scratch, by someone who fills in the same forms you do. We're constantly improving the system, and more lenders will be supported as we progress.

ANZ ASB BNZ Westpac Kiwibank

Stop writing. Start advising.

7-day free trial. No credit card. Full access from day one.

Start Free Trial

Got a question?

Whether you're curious about features, pricing, or just want to say g'day — we'd love to hear from you. We're a small team and we reply to every message personally.

Or email us directly at support@scribed.co.nz