MortgageMe

Welcome to Your Staff Hub

Your home for everything — values, policies, forms, lender info, insurance, onboarding, and team life.
Good day
Today

⚡ Quick Access

📧
Outlook
Email and calendar
👥
Teams
Chat, calls, channels
📁
SharePoint
Documents and sites
📊
Trail CRM
Client workflow
🔒
Bitwarden
Password vault
📞
Lender Contacts
73 contacts, 10 lenders
🏦
Our Lenders
Commission rates
📖
Glossary
Mortgage & Insurance terms

❤️ Our Core Values Sitting on top of everything we do

People

People

We place people before profit.

Ownership

If we are wrong, we own it, upfront.

Ask

If we need help, we ask for it.

Support

We support each other to reach our goals.

Customer

We treat every customer like they are our only client.

🏛 Our Strategic Pillars The 5 pillars holding up our values

💰

Finance

Financial performance and stewardship of the business.

📈

Strategic Growth

Sustainable expansion and long-term business development.

📣

Marketing

Building the MortgageMe brand and reaching new clients.

⚙

Operational Efficiency

Streamlined systems and processes that deliver excellence.

👥

People

Our team, culture, and the wellbeing of everyone at MortgageMe.

📋 Policies & Compliance To be added

🔒

Privacy Policy

v1.0 May 2026 · Privacy Act 2020 compliance

🤝

Code of Conduct

Workplace behaviour and values

🏠

Leave and Holidays

Annual, sick, alt, bereavement

🤖

AI Tool Use Policy

Marloo, Wispr Flow, ChatGPT

🎓 Onboarding For all new starters

📖

MAS Quick Start Guide

How to use Hubs and Glossary

Open guide →
👨‍🎓

Jordyn Aitcheson MAS Hub

Foundation Track · joining July 2026 · Buddy: Will

Open hub →
👨‍🎓

Nigel Bautista MAS Hub

Fast-Track · joining July 2026 · Buddy: Debbie

Open hub →
✅

Mortgage Workflow

Complete workflow source · HTML

Open checklist →
🔒

Privacy 101

Privacy Commissioner NZ eLearning

Open eLearning →
📱

Thankyou Payroll App

Phone app setup guide

Setup guide →
🪁

Insurance Workflow

10-stage Trail journey · IAS reference

Open workflow →
 Employee_Forms.html
📝

Employee Personal Information Forms

New Employee Form · IR330 Tax · KS2 KiwiSaver

Open forms →

🏦 Lender & Workflow Resources

🏦

Our Lenders & Commission

25 products · 18 lenders · commission %

Open reference →
📞

Lender Contact List

73 contacts across 10 lenders

Open contacts →
📅

Adviser Booking & Illion

Adviser calendars and Illion portals

Open links →
📖

MortgageMe Glossary

Mortgage & Insurance terms

Open glossary →

🪁 Insurance

🪁

Insurance Hub

Everything Life & Health Insurance

Open hub →
🎯

Insurance Workflow

10-stage interactive checklist

Open workflow →
📖

MortgageMe Glossary

Insurance terms included

Open glossary →

🔧 Tools & Systems

💻

Microsoft 365

Outlook, Teams, SharePoint, Office
📊

Trail CRM

Client workflow and pipeline
🔒

Bitwarden

Secure work-app passwords
📄

Adobe Acrobat

PDF editing and signing
📅

Absentify

Leave and absence in Teams
💵

Thankyou Payroll

Payslips and leave

👥 Who’s Who

🏆

Leadership Team

  • Christopher Gubb — Owner / Principal
  • Edwina Smith — Operations & People Manager
🏦

Mortgage Advisers

  • Becky
  • Daryl Taylor (also Insurance)
  • Hayden
  • Krista (self-supporting)
  • Marie (self-supporting)
  • Nigel Avery (also Insurance)
🪁

Insurance Advisers

  • Daryl Taylor (also Mortgage)
  • Wanita Tautua
  • Nigel Avery (also Mortgage)
  • Blake Ensor
🤝

Support Team (MAS + IAS)

  • Jas — Senior MAS / Mentor
  • Chris — MAS
  • Debbie — MAS
  • Will — MAS
  • Jordyn Aitcheson — MAS Foundation · July 2026
  • Nigel Bautista — MAS Fast-Track · July 2026
  • Linda Spicer — IAS (transitioning out)
  • Milly Elworthy — IAS (June 2026)

📞 Help & Contacts

👨‍💼

Edwina Smith

Operations & People Manager · HR, onboarding, policies

Email →
🔒

Privacy Officer

Privacy concerns and IPP3A breaches

Email →
🏭

FMA NZ

Financial Markets Authority · NZ regulator

Open →
🏭

Privacy Commissioner NZ

Privacy Act 2020 regulator

Open →