Instead of MyCRM
Keep your group. Take back your MyCRM book. Own your advice records.
Enterprise DNA builds a version shaped around how your practice runs refixes, deals and commission, brings across the records you can get out of MyCRM, and runs it for you. The group stays your aggregator; the client book also sits with you.
MyCRM has no public price. It comes as part of NZFSG and Loan Market membership, for members only, so its cost is folded into the membership terms.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
What membership pays for
MyCRM is free the way a company car is free
Nobody sends you a MyCRM invoice. You pay for it by staying in the group, and the record of every client you advised sits on the group's platform rather than your own.
No membership, no MyCRM
It is offered to the group's advisers only. A rival broker system's comparison lists it as included with membership and staying behind if you change aggregator.
Built for the group as well as you
MyCRM is the group's business platform. The reports and workflows in it are designed by the group for its whole network, not around how your practice works.
Seven reports, chosen for you
Adviser Insights turns around fifty data points into seven set reports.
Data flows to the group's own tools
MyCRM's one-click transfer sends application data into the group's own serviceability tool. We found no public guide to taking your whole book out to somewhere else.
Your aggregator choice and your records, joined
When the software and the membership come as one, reviewing your aggregator also means asking what happens to your client history. Those should be two separate decisions.
Keying it in is still on you
Deal Board, MyActivities and Workflows track the work. Logging every call, chasing every refix and reading the commission statement still land on you or your admin.
What your practice gets
An adviser system that answers in plain English
Refixes
Who rolls off fixed this month, and who you have not spoken to
Short fixed terms make the refix the busiest conversation in a New Zealand practice. Ask for the month ahead and get a ring list, not a report.
- check Each fixed term ending, nearest first, with the balance that is about to roll
- check Loans whose fixed term already ended, flagged because the client is on floating today
- check The date of your last conversation beside each one, quietest clients first
- check Loans still inside a clawback period marked, so losing that client costs twice
Deals
Every live deal by the date that can sink it
Conditions dates, pre-approval expiries and settlement days, read across the whole practice and ranked by what goes wrong first.
- check Finance conditions due within days on deals the bank has not approved, at the top
- check Pre-approvals running out under buyers who are still going to auctions
- check Applications with no update logged in ten days, named with the adviser
- check No submission for a client without due diligence on file, with the AML/CFT rule cited
Commission
Know what each bank owes before the statement arrives
Load each lender's terms once. Every settlement then carries the upfront you expect, and the statement is checked against it line by line.
- check Upfronts missing a month after drawdown, listed and totalled
- check Short payments against the lender's terms, shown to the dollar
- check Trail income by bank and by year, from your own settled loans
- check Clawback exposure across every loan still inside its window
The file
Your advice records, under your own roof
The book and the advice file sit with the practice, so a change of group never puts your client history in question.
- check Your client history stays where it is whichever group you are with
- check A compliance check against the Code, the disclosure rules, the CCCFA and the AML/CFT Act, each rule with its source
- check Refix letters, annual review packs and settlement summaries with your own logo
- check Ask questions no set report covers, like which clients have two loans fixing in the same quarter
Make it yours
Design your own MyCRM replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from MyCRM. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your MyCRM data across and run it for you.
Switching
How to switch from MyCRM
In practice, the move involves getting the records MyCRM lets you export, mapping them into the new database, checking the imported records, then running both systems side by side before you stop using MyCRM.
- 1
Ask for your records
Ask the group in writing which records you can take out of MyCRM and in what form. Ask about your clients, loans and refix dates, deals, commissions, and advice files so you can choose what history to bring across.
- 2
Load the records
Have the MyCRM export mapped to the new system's records, then load it into the database. The system can read exports from other broker systems, but mapping a MyCRM export is part of setup. Use a test run first if the import offers one, so you can review what it would bring across before loading your records.
- 3
Review the import flags
Check the import report and resolve anything it flags before relying on the new records. Pay particular attention to missing or unmatched client, loan, deal, commission, and advice file information. Imported records may need details filled in, including customer due diligence dates or advice file records. Keep track of what needs checking against MyCRM rather than treating an incomplete record as complete.
- 4
Run both systems briefly
Keep using MyCRM while you compare the new database against it for a short period. Check that clients, active deals, loan and refix dates, commissions, and advice file records are present and make sense. Continue using the group's tools for lodgement and serviceability. Fix gaps in the new records before making it the place you rely on for your practice's history.
- 5
Stop using MyCRM
Once you have checked the records and are comfortable with the new database, stop using MyCRM for the records you have moved. Confirm with the group what happens to your MyCRM access and any records that remain there. Your NZFSG or Loan Market membership, lodgement, serviceability tools, and group support can carry on as they are.
Where the real effort goes
The real work is usually mapping MyCRM's fields to the new system and deciding how much history to bring across. MyCRM does not have a public guide to exporting a whole practice, so you need to confirm what the group will provide. If Enterprise DNA installs and runs it for you, they handle mapping the MyCRM export during setup.
Not ready for a call?
Get your MyCRM switch plan by email
We will send you the step-by-step plan for moving your business off MyCRM, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your MyCRM switch plan is on its way.
Rather talk it through? Book a call arrow_forwardHow to switch
Try it on demo data, or have Enterprise DNA set up yours
Open source
Run it yourself
Free
- 1 Download the free version from GitHub
- 2 Open the demo practice in Claude Code
- 3 Ask which fixed terms end in the next 60 days
- 4 Ask Claude Code to map the client and loan columns you can export from MyCRM
Omni by Enterprise DNA
Have Enterprise DNA build it for you
One setup fee, then a monthly retainer
- check We work out with you what your MyCRM records come out as, map them, and check the counts
- check Your banks' commission terms and clawback periods loaded and tested against real statements
- check The reports your practice wants, built in, alongside the ones the group already gives you
- check It runs inside Omni, our managed Command Center, with the rest of your business
Questions
Instead of MyCRM, answered
MyCRM costs us nothing. Why pay for anything? expand_more
The free version costs nothing either. The real question is where your client history lives. MyCRM is part of the group's membership, so your book sits on the group's platform. A copy in a database your practice owns means your history never depends on which group you are with.
Do we have to leave NZFSG or Loan Market? expand_more
No. Keep your membership, keep lodging and keep using the group's tools. This gives your practice its own record of clients, loans, deals and commission alongside it.
How do our records get out of MyCRM? expand_more
We found no public guide to exporting a whole practice from MyCRM, so ask the group in writing what you can take and in what form. The free version reads the exports of other broker systems; mapping a MyCRM export is part of what Enterprise DNA does in setup, or you can ask Claude Code to map the columns yourself.
Does it replace the serviceability and lodgement tools? expand_more
No. Those stay with the banks and the group. This holds your side of the business: clients, refix dates, deal dates, what each bank should pay you, and the advice file.
Is the compliance check legal advice? expand_more
No. It is a rule book with its sources, pointed at your own records, covering the Code of Professional Conduct, the disclosure rules, the CCCFA and the AML/CFT Act. You edit the rules to fit your licence. It tells you what to look at; you and your licence holder decide what counts.
Stay with your group. Keep your own book.
30 minutes with Sam. We look at how your practice uses MyCRM today, what you would want your own records to answer, and what your version would look like. If it is a fit, we build it and run it. If it is not, take the free version and run it yourself.
Mortgage Broking for Claude Code is free and open source, published by Enterprise DNA.
Done paying for MyCRM?
Get your version built