RealyStay ahead of every finance deadline
Realy gives mortgage brokers a cross-client dashboard of finance condition dates and the documents each application is waiting on — with email reminders before every deadline, so no client's finance condition lapses.
Open the appEvery finance condition date in one place
Finance condition dates are easy to lose across a busy pipeline. Realy gathers the finance deadline from every deal you're on into one calendar, with reminders 7 and 3 days out so you can confirm approval or request an extension in time.
Keep KiwiSaver and income documents moving
Each deal shows the documents still outstanding — bank statements, pay stubs, KiwiSaver withdrawal evidence, deposit confirmation — so you always know what's holding up an application.
- Per-client document request tracking
- KiwiSaver and deposit evidence in one workspace
- Email alerts before each finance deadline
Work in the same place as the agent and lawyer
When the agent, lawyer and broker share one deal workspace, you can see settlement timing and condition dates directly — no status-chasing, no surprises near the deadline.
Frequently asked questions
Can I track finance dates for all my clients?
Yes. Every deal you're added to as a mortgage broker appears on your Real Pro dashboard, with each finance condition date on a shared cross-client calendar.
Will I be reminded before a finance condition lapses?
Yes. Realy emails you 7 days and 3 days before each finance condition date across every client deal.
Does it handle KiwiSaver documents?
Yes. You can track outstanding documents per deal, including KiwiSaver withdrawal evidence, deposit confirmation and income documents.
Bring all your deals into one view
Once you're added to a deal as an agent, lawyer, broker or inspector, your Real Pro dashboard appears automatically.
Start a free deal