Categories and Criteria
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Individuals and organisations that have made significant contributions as leaders in their field will be showcased throughout the year namely through Key Media platform NZ Adviser.
Adviser Awards
This award recognises the best adviser in independent and franchise businesses. Advisers may nominate themselves. The NZMA team will also consider input from aggregators and brokerages. Weight will be placed on nominations that come from those in a position to assess the nominee’s performance objectively.
Nominees should provide supporting documentation and references.
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
This award recognises the best adviser providing specialist lending as part of their overall offering. Advisers may nominate themselves. The NZMA team will also consider input from specialist advisers. Weight will be placed on nominations that come from those in a position to assess the nominee’s performance objectively. Nominees should provide supporting documentation and references.
When judging this category, the following criteria will be considered:
- quality of submissions
- conversion rates
- lead generation
- client retention
- overall customer service
- loan volumes (to a lesser extent)
This award recognises the best adviser who specialises in insurance. Advisers may nominate themselves and the NZMA team will also consider input from lenders and aggregators.
Nominees should provide supporting documentation and references.
When judging this category, the following criteria will be considered:
- Client retention
- Customer service proposition
- Lead generation
- Contribution to the overall business
- Relevant financial results including number of policies written, number of clients and total revenue (fees) generated
This award recognises the best mortgage adviser based in and deriving the majority of their income from a regional area (outside of major cities). Advisers may nominate themselves and the NZMA team will also consider input from banks and brokerages. Extra weight will be placed on nominations that come from those in a position to assess a adviser’s performance objectively.
Finalists will be invited to provide supporting documentation for submission to the NZMA 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
This award recognises the best mortgage adviser who specialises in commercial real estate, investment finance, SME/debtor finance, asset and leasing finance. Advisers may nominate themselves and the NZMA team will also consider input from lenders and aggregators.
Finalists will be invited to provide supporting documentation and references for submission to the NZMA judging panel.
When judging this category, the following criteria will be considered:
- residential to commercial lending ratios
- loan volumes
- year over year growth
- lead generation
- client retention
- quality of submissions
- conversion rates
- overall customer service
This award recognises the best adviser aged 35 or under (as at 1 July 2022) who has less than two years experience. Advisers may nominate themselves and the NZMA team will also review nominations from aggregators. Considerable weight will be placed on nominations that come directly from brokerage heads and aggregation groups.
Finalists will be invited to provide supporting documentation for submission to the NZMA judging panel.
When judging this category, the following criteria will be considered:
- loan volumes
- lead generation
- quality of submissions
- conversion rates
- overall customer service
BDM Awards
This award recognises the best BDM. BDMs may nominate themselves and the NZMA team will also review nominations from aggregation groups. Considerable weight will be placed on nominations that come directly from the broking community.
Nominations should include supporting documentation.
When judging this category, the following criteria will be considered:
- nominee’s accessibility and communication
- demonstrated understanding of their advisers’ businesses
- nominee’s product knowledge
- how the BDM adds value to the brand he/she represents and the adviser channel
Brokerage Awards
Customer service is an incredibly important measure of any brokerage operation’s long-term sustainability and success. This award recognises the brokerage office or branch that has displayed excellence over the past 12 months in maintaining consistent and sustainable customer service standards.
Finalists will be invited to provide supporting documentation for submission to the NZMA judging panel.
When judging this category, the following criteria will be considered:
- product knowledge
- product offering
- client retention
- customer service proposition
- the business’ value proposition and strategy around stakeholder engagement
This award recognises the best brokerage operation with 1-5 staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches. Nominations should include client feedback, community-based work or aggregator/lender testimonials.
When judging this category, the following criteria will be considered from the overall business perspective:
- loan volumes
- year over 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
This award recognises the best brokerage operation with 6+ staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches. Nominations should include client feedback, community-based work or aggregator/lender testimonials.
When judging this category, the following criteria will be considered from the overall business perspective:
- loan volumes
- year over 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
This award recognises the best brokerage office or branch that has been in operation for less than two years. Advisers may nominate their own businesses, and our researchers will also contact aggregator groups and major franchises to submit details of their standout performers.
Finalists will be invited to provide extra submissions for the NZMA judging panel such as client feedback, community-based work or aggregator/lender testimonials.
When judging this category, the following criteria will be considered from the overall business perspective:
- loan volumes
- year over year growth
- lead generation
- client retention
- quality of submissions
- conversion rates
- customer service proposition
- the business’ value proposition and strategy around stakeholder engagement
Industry Awards
Industry services play an extremely important role within the mortgage industry. This award recognises the service provider that adds the most value to its customers’ businesses. Eligible service providers include but are not limited to software and technology, legal, compliance, training and education. Lenders and aggregators are not eligible to enter this category. Finalists will be invited to provide supporting documentation for submission to the NZMA judging panel.
When judging this category, the following criteria will be considered:
- service provider’s value proposition
- industry’s need for the service
- how the service has added value
- overall commitment of the organisation to its customers
This award recognises the best below the line (B2B) marketing and advertising campaign conducted by an organisation marketing to mortgage brokers. The winner of this category will be able to demonstrate the greatest impact on the industry over the last 12 months.
When judging this category, the following criteria will be considered:
- the overall campaign strategy and objectives
- marketing mix applied
- evidence of success including quantitative and qualitative results where available
Lender Awards
This award recognises the best bank in the mortgage industry based on performance over the past 12 months. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination.
When judging this category the following criteria will be considered:
- business achievements in the third party distribution channel including but not limited to service levels, turnaround times, product ranges e.g. residential, commercial, and pricing
- year over year growth and market share in the third party distribution channel
- service innovations including but not limited to technology, adviser communications, training and development
- overall support of and contribution to the third party distribution channel
- demonstration of positive impact on the wider community
This award recognises the best non-bank lender in the mortgage industry based on performance over the past 12 months. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination.
When judging this category the following criteria will be considered:
- business achievements in the third party distribution channel including but not limited to service levels, turnaround times, product ranges e.g. residential, commercial, and pricing
- year over year growth and market share in the third party distribution channel
- service innovations including but not limited to technology, adviser communications, training and development
- overall support of and contribution to the third party distribution channel
- demonstration of positive impact on the wider community
This award recognises the best technology-based (fintech) lender in the mortgage industry based on performance over the past 12 months. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination. When judging this category the following criteria will be considered:
- how the business implements technology to offer a new or improved service to customers
- year over year growth and market share in the mortgage sector
- service innovations such as online loan applications, new finance modelling, use of data and an improved user experience
- Please note businesses that classify as banks or non-bank lenders are not eligible to enter this category.