AWARDS NOW CLOSED!

Awards Criteria

All Nominations Closed 01 December 2024!

Outstanding Mortgage Adviser Recognition (Metro & Regional) - Sponsored by ANZ.

This Award Recognises The best adviser in a residential business. Based on performance over the past 12 months 01 December 2023 - 01 December 2024. Nominees will be invited to provide supporting documentation for submission to the judging panel. When judging this category, the following criteria will be considered: 

  • Loan Volumes
  • Year Over Year Growth
  • Lead Generation
  • Client Retention
  • Quality Of Submissions
  •  Conversion Rates
  • Overall Customer Service

    Outstanding Specialist Mortgage Adviser Recognition (Metro & Regional) -Sponsored By Liberty.

    The category will assess volume of submissions supported, Attention to detail, knowledge of products, Bank systems, Loan processes and Customer service capabilities. Based on performance over the past 12 months – 01 December 2023 - 01 December 2024.

    Outstanding Insurance Adviser Recognition (Metro & Regional) - Sponsored By Tower

    This award recognises the best adviser in an insurance business. Based on performance over the past 12 months – 01 December 2023 - 01 December 2024. Nominees will be invited to provide supporting documentation for submission to the judging panel. When judging this category, the following criteria will be considered:
  • API Volumes
  • Year Over Year Growth
  • Lead Generation
  • Client Retention
  • Quality Of Submissions
  • Conversion Rates
  • Overall Customer Service

Outstanding KiwiSaver Adviser Recognition (Metro & Regional) -Sponsored by NZ Funds

This award recognises the best adviser in a KiwiSaver business. Based on performance over the past 12 months – 01 December 2023 - 01 December 2024. Nominees will be invited to provide supporting documentation for submission to the judging panel. When judging this category, the following criteria will be considered: 

  • Number Of KiwiSaver Volumes
  • Year Over Year Growth
  • Lead Generation
  • Client Retention
  • Quality Of Submissions
  • Conversion Rates
  • Overall Customer Service

    Rising Star Recognition - Mortgage, Insurance, KiwiSaver -Sponsored By Prospa.

    The New Adviser award recognises tomorrow’s leader – The professional who will play an integral role in the development of broking in the years ahead. The new adviser will be Entrepreneurial, Highlight unique thought leadership, Show success in their Current business/Role and reveal how they have already made a difference to the broking profession within their past five years of full-time operation (joining the industry on or after January 2019).

    Outstanding Brokerage Recognition - 1-5 Advisers - Sponsored by Simplify.

    This award recognises the best brokerage operation with 1-5 staff (or full-time equivalents). The number of staff includes all business writers and support staff across all company offices/branches. Based on performance over the past 12 months – 01 December 2023 - 01 December 2024. Nominations should include Client feedback, Community-based work or Product provider testimonials.

    When judging this category, the following criteria will be considered from the overall business perspective:
  • Volumes & Year On Year Growth
  •  Lead Generation
  • Client Retention
  • Quality Of Submissions & Conversion Rates
  • Customer Service Proposition & The Business Value Proposition And Strategy Around Stakeholder Engagement, Adviser Training And Development

Outstanding Brokerage Recognition - 5+ Advisers -Sponsored by Simplify.

This award recognises the best brokerage operation with 6+ staff (or full-time equivalents). The number of staff includes all business writers and support staff across all company offices/branches. Nominations should include client feedback, community-based work or product provider testimonials. 

When judging this category, the following criteria will be considered from the overall business perspective: 

  • Volumes & Year On Year Growth
  • Lead Generation
  • Client Retention
  • Quality Of Submissions & Conversion Rates
  • Customer Service Proposition & The Business Value Proposition And Strategy Around Stakeholder Engagement, Adviser Training And Development

    Outstanding Support Person Recognition - Sponsored by Bizcap.

    This award recognises the administrator who has most effectively supported the adviser or business for which they work. Based on performance over the past 12 months –01 December 2023 - 01 December 2024

    Community Service Recognition

    This award recognises our members who have made a meaningful and positive impact to the lives of people in our communities in respect of financial wellbeing. There will be a maximum of three awards for this category.

    When judging this category the following criteria will be considered:

    Demonstration of outstanding, ongoing support of advisers with an ‘adviser-centric’ approach, going the extra mile to help and support advisers in their advice business with a ‘can-do’ attitude to create better adviser or client experiences and outcomes. Outstanding personal talent by bringing to the advice sector a new or fresh way of doing things e.g. in the use of social media, communications, promotional or CPD events, advice, business or compliance processes. Recognising our members who have made a meaningful and positive impact to the lives of people in our communities in respect of financial wellbeing.

Outstanding Bank Lender Recognition 

This award recognises the best bank in the mortgage industry based on performance over the past 12 months 01 December 2023 - 01 December 2024

When judging this category the following criteria will be considered: 

Business achievements in the distribution channel including but not limited to service levels, turnaround times, product ranges, year over year growth and market share in the third party distribution channel service innovations including but not limited to technology, communications, training and development overall support of and contribution to the distribution channel demonstration of positive impact on the wider community 

Outstanding Non Bank Lender Recognition 

This award recognises the best non bank in the mortgage industry based on performance over the past 12 months 01 December 2023 - 01 December 2024

When judging this category the following criteria will be considered: 

Business achievements in the distribution channel including but not limited to service levels, turnaround times, product ranges, year over year growth and market share in the third party distribution channel service innovations including but not limited to technology, communications, training and development overall support of and contribution to the distribution channel demonstration of positive impact on the wider community 

Outstanding Insurer Provider Recognition 

This award recognises the best Insurance provider in the insurance industry based on performance over the past 12 months 01 December 2023 - 01 December 2024. 

When judging this category the following criteria will be considered: 

Business achievements in the distribution channel including but not limited to service levels, turnaround times, product ranges, year over year growth and market share in the third party distribution channel service innovations including but not limited to technology, communications, training and development overall support of and contribution to the distribution channel demonstration of positive impact on the wider community 

Outstanding KiwiSaver Provider Recognition 

This award recognises the best KiwiSaver provider in the wealth industry based on performance over the past 12 months (January - December). 

When judging this category the following criteria will be considered: 

Business achievements in the distribution channel including but not limited to service levels, turnaround times, product ranges, year over year growth and market share in the third party distribution channel service innovations including but not limited to technology, communications, training and development overall support of and contribution to the distribution channel demonstration of positive impact on the wider community 

Best Product Provider Support Unit Recognition 

This award recognises the best product provider support unit based on performance over the past 12 months 01 December 2023 - 01 December 2024 

When judging this category the following criteria will be considered: 

Business achievements in the distribution channel including but not limited to service levels, turnaround times, market share in the third party distribution channel, service innovations including but not limited to technology, communications, training and development overall support of and contribution to the distribution channel demonstration of positive impact on the wider community