Settlement certainty,zero surprises.
We understand lawyers' exacting standards for professional image and compliance. Loanie isn't just a lending platform — it's an efficient extension of your firm, committed to ensuring every transaction settles on time.
Early Loan Instructions
Ensuring your firm has ample time to review Loan Instructions — no last-minute settlement-day changes.
Clean File Preparation
Clients arrive with organised, decision-ready documentation, reducing back-and-forth and saving your team time.
Strategic Business Reciprocity
Our system auto-identifies client needs for Trusts or Wills and refers them back to your firm.
Professional Conduct & Interest Disclosure
Transparent Marketing Engagement
Our Elite Partner Circle provides marketing-based professional support to help your firm grow. The program strictly follows NZ Law Society conduct rules and FMA requirements, ensuring your professional integrity is always protected.
Duty of Disclosure & Conflict Management
Transparency is our foundation. Plaxo Mortgages (operating the Loanie platform) provides a full disclosure of all partnership interests within the client's Statement of Advice (SoA). We manage potential conflicts of interest by ensuring our advice remains independent and focused solely on the client's best financial outcome.
Defined Professional Boundaries
We maintain a strict 'no-overlap' policy. Loanie and Plaxo Mortgages provide credit advice only. We do not provide legal advice. All matters regarding property titles, ownership structures, trust deeds, or estate planning are directed back to your firm, reinforcing your role as the client's primary legal counsel.
Independent Redress & Accountability
Client protection is paramount. Plaxo Mortgages (FSP769518) is a registered Financial Service Provider and a proud member of the Financial Services Complaints Limited (FSCL) — Member No. 7166. This provides your referred clients with access to a free, independent dispute resolution scheme, ensuring the highest standards of accountability.
Trusted by legal professionals across New Zealand
We partner with conveyancing teams to deliver seamless lending experiences, providing professional certainty from instruction to completion.
Proven track record of on-time settlements
Target for loan instruction lead times
Minimising surprises through rigorous pre-checks
Data is based on internal performance targets and historical case averages managed by the Plaxo Mortgages network. Settlement outcomes remain subject to third-party lender processing and client criteria.
Ensure every settlement completes on time
Join the Loanie lawyer partner network and deliver seamless lending experiences for your clients.
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