Info & Comms Tech Register
Operations / Miscellaneous
Adviser Internal Messaging
Business Unit: Mortgage Lab
Provider: Slack
Purpose: Advisor Internal Messaging
Payment: Free
Cost NZD: $0.00
Renewal Date:
Problems to solve: Transition MTG staff to this product
Artificial Intelligence Report Processing
Business Unit: All
Provider: ChatGPT
Purpose: Produce reports in compliance and lead gen
Payment: Top-Up
Cost NZD: $40.00
Renewal Date:
Problems to solve:
Bulk Mail Merge and Sending
Business Unit: Employee Benefits
Provider: Adobe Acrobat
Purpose: Used to send bulk mail merge certificates
Payment: Monthly Subscription
Cost NZD: $80.00
Renewal Date:
Problems to solve:
CRM
Business Unit: Mortgage Lab
Provider: Trail
Purpose: CRM for Mortgage Advisers
Payment: Monthly Subscription
Cost NZD: $13,000.00
Renewal Date:
Problems to solve:
CRM
Business Unit: Risk
Provider: Mo
Purpose: CRM for MTG Advisers
Payment: Owned
Cost NZD:
Renewal Date:
Problems to solve:
Email/Calendar/Booking/Meeting Functions (Mortgage Lab)
Business Unit: Mortgage Lab
Provider: Gmail Worksuite
Purpose: Gmail / Calendar / Meeting hosting for Mortgage Lab advisers
Payment: Monthly Subscription
Cost NZD: $881.00
Renewal Date:
Problems to solve:
Google Workspace Backups
Business Unit: Mortgage Lab
Provider: Remote NAS
Purpose: Backup for Google Workspace
Payment: Owned
Cost NZD:
Renewal Date:
Problems to solve:
Email/Calendar Functions (Insurance)
Business Unit: Risk, Employee Benefits
Provider: Microsoft Outlook
Purpose:
Payment: On-prem server
Cost NZD: Owned
Renewal Date:
Problems to solve:
Mail Merge Plug-in
Business Unit: Employee Benefits
Provider: Evermap
Purpose: Mail Merge, PDF Plug-in for Adobe to facilitate mail merge (sends via SMTP SendGrid)
Payment: Owned
Cost NZD:
Renewal Date:
Problems to solve:
Meeting Software
Business Unit: Risk, Employee Benefits
Provider: Zoom
Purpose:
Payment:
Cost NZD:
Renewal Date:
Problems to solve:
Online Forms
Business Unit: All
Provider: Jotform
Purpose: Surveys, Contact Us forms etc.
Payment: Monthly Subscription
Cost NZD: $81.00
Renewal Date:
Problems to solve: Confirm staff are not using alternative software
PDF View
Business Unit: Risk, Employee Benefits
Provider: Wondershare PDF Element
Purpose: General staff PDF viewing and altering
Payment: Monthly Subscription
Cost NZD:
Renewal Date:
Problems to solve:
Phone Lines
Business Unit: Risk, Employee Benefits
Provider: 3CX
Purpose:
Payment: Monthly Subscription
Cost NZD:
Renewal Date:
Problems to solve: Fit for purpose? Used by staff? Better option?
Phone Lines
Business Unit: Mortgage Lab
Provider: Twilio
Purpose: Phone routing from 09 phone number
Payment: Top-Up
Cost NZD: $10.00
Renewal Date:
Problems to solve:
Property Information
Business Unit: Mortgage Lab
Provider: CoreLogic
Purpose: Used by advisers to look up property information
Payment: Monthly Subscription
Cost NZD: $517.00
Renewal Date:
Problems to solve:
Marketing
Marketing Communications
Business Unit: All
Provider: SendGrid
Purpose: For internal and external email communications. Also SMTP functions for bulk mailing items such as certificates for Employee Benefits.
Payment: Monthly Subscription
Cost NZD: $208.00
Renewal Date:
Problems to solve: Confirm staff are not using alternative software
Accounting Software
Accounts
Business Unit: All
Provider: Xero
Purpose: Reconciling payments and producing P&L/Balance Sheets
Payment: Monthly Subscription
Cost NZD: ?????
Renewal Date:
Problems to solve:
Commission Calculations
Business Unit: Risk, Employee Benefits
Provider: PowerBI (known internally as The Cube)
Purpose: Calculating all commission schedules into payments for advisers
Payment: ?????
Cost NZD: ?????
Renewal Date:
Problems to solve:
Website Register
Domain/Website |
Business Unit |
Provider |
Purpose |
Payment |
Cost (NZD) |
Renewal Date |
Notes |
|---|---|---|---|---|---|---|---|
| CommissionCareers.co.nz | Risk, Mortgage Lab | Squarespace | Website hosting | Monthly Subscription | $30.00 | ||
| CommissionCareers.co.nz (domain) | Risk, Mortgage Lab | AWS â Route 53 | Domain Registration | Annual Subscription | $2.10 | 10/03/2025 | |
| EmployeeLab.co.nz | Employee Lab | Squarespace + AWS â Route 53 | Website hosting + Domain registration | Annual Subscription | |||
| KSL.co.nz | KSL | Squarespace + AWS â Route 53 | Website hosting + Domain registration | Annual Subscription | |||
| MauriceTrapp.com | Risk | Squarespace + 123.net.nz (via ATeamIT) | Website hosting + Domain registration | Monthly Subscription | |||
| MortgageLab.co.nz | Mortgage Lab | Squarespace | Website hosting | Monthly Subscription | $30.00 | ||
| MortgageLab.co.nz (WidgetWorks) | Mortgage Lab | WidgetWorks | Online Repayments calculator | Monthly Subscription | $62.00 | ||
| adviserlab.co.nz | All | AWS â Route 53 | Domain Registration | Annual Subscription | $2.10 | 24/05/2025 | |
| intranet.mauricetrapp.com | All | AWS â LightSail | Hosting | Monthly Subscription | $5.00 | ||
| mtgelab.co.nz | Mortgage Lab | AWS â Route 53 | Redirect to mortgagelab.co.nz | Annual Subscription | $2.10 | 21/11/2024 | |
| themortgagelab.co.nz | Mortgage Lab | AWS â Route 53 | Redirect to mortgagelab.co.nz | Annual Subscription | $2.10 | 23/04/2025 | |
| unionplus.co.nz | All | Squarespace | Hosting | Monthly Subscription | $30.00 |