Qualified Lending Appointments Guaranteed

Get qualified lending appointments booked directly into your calendar

Without spending a dollar on advertising, paying an overpriced agency, or buying leads you have to chase. The TGS system was built for advisors who want to spend their time with qualified prospects, not chasing leads that will never close.

Zero ad spend
we cover it
Live in
48 hours
Booked into
your calendar
From
$270 + GST / appt
The problem most advisors never solve

You do not have a lead problem. You have a chasing leads that never close problem.

Most advisors are either looking for leads, buying leads, or chasing them. Spending hours chasing and dialling, leaving voicemails no one returns, and watching prospects go cold. Every hour on the phone chasing is an hour you are not in front of someone ready to do business. We kill that problem entirely. The only conversations you have are with people who already raised their hand and agreed to talk.

The old way

  • ✕Find, buy, or chase cold unqualified leads
  • ✕Spend hours dialling with no answer
  • ✕Leave voicemails no one returns
  • ✕Watch prospects go cold while you're stuck on the phone
  • ✕Coordinate every appointment yourself

The TGS way

  • We spend our own money on the advertising
  • Every lead is screened against strict criteria
  • Our Sales agent calls, qualifies & books the appt
  • Reminders + a live call at appointment time
  • You just take the call, consult, and close
What "qualified" actually means

You only get appointments worth your time

A prospect has to clear these bars before our AI ever offers them a slot in your calendar. Pick your product. Here is exactly who we book for you:

Qualified appointment

Refinance

  • Existing mortgage greater than $500,000
  • Combined household income of more than $120,000
  • Has held their existing mortgage for more than 3 years
  • Has at least 20% equity in the property
Qualified appointment

First Home Buyer

  • Looking for lending greater than $500,000
  • Combined household income of more than $120,000
  • Has a 10 to 20% deposit saved
  • Actively looking to purchase or has a property under contract
Qualified appointment

Investors

  • Has usable equity in an existing property
  • Strong, verifiable income
  • Motivated to secure their next purchase
  • Ready to speak with a specialist investment advisor
Qualified appointment

Plant & Machinery Loans

  • Seeking asset finance greater than $50,000 for vehicles, equipment or machinery
  • Established trading business with verified revenue
  • Has financials available to support the application
  • Ready to speak with a commercial finance advisor
The old way vs the TGS way

Two ways to fill your calendar. Only one does not waste your life.

You do not need to touch another platform. You do not need to update any systems. You just need to be available when the call is booked and take it, consult, and close.

The old way
How most advisors do it
  • 01You find or buy leads
    A list of names you still have to work through one at a time
  • 02You chase & dial
    Hour after hour, call after call
  • 03You can't get ahold of them
    No answer, voicemail, ignored messages
  • 04The lead goes cold
    Interest dies. You're back to square one
The TGS way
Done for you, start to finish
  • 01We spend our money on ads
    Across media platforms that convert, our budget not yours
  • 02We qualify the lead
    Screened against strict criteria
  • 03Our Sales agent calls, qualifies & books the appointment
    Captures intent and locks in a suitable time
  • 04Booked into your calendar
    Synced with no double bookings ever
  • 05We remind and follow up
    SMS and email keep the appointment top of mind
  • 06We call them at appointment time
    Transfer through to you or rebook if unavailable
  • 07No show? We rebook and repeat
    The cycle runs until they are on the line
How the system works

Our system runs the race. You show up at the finish line.

This is the part most advisors hate: the chasing, qualifying, and scheduling. That is on us. Here is exactly what happens from ad to appointment, step by step.

Targeted advertising
We run laser targeted ads across media platforms, on our budget
Lead answers
Lead answers qualifying questions
Screened against strict criteria before anyone is contacted
AI calls
AI sales agent calls to qualify
Captures intent, asks the right questions, confirms details
Decision
✓ Criteria met
Appointment is booked
Booked into your calendar. You get lead info, answers & full transcript
✗ Criteria not met
No appointment booked
Lead does not meet criteria and is not passed through
Stops here
Only qualified leads continue
Reminders
SMS & email reminders leading up to scheduled appointment
At scheduled time
Phone call
Our agent rings the prospect at the exact booked appointment time
Call outcome
Prospect doesn't answer
Moved to no-show
Calling system follows up
Rebook
New time arranged
✓ Prospect answers
Call transferred to you
Patched straight through, live on the line
Broker doesn't answer
Agent rebooks
You missed the call
Rebook
New time arranged
Only answered calls continue
Appointment status updated to showed
The prospect connected, the call went ahead
Into your pipeline
Progresses through your pipeline
appointment → application → review → application phase

The best system in the world for one reason

You never need to update an appointment status or file a report. The only thing you do is answer the call at the scheduled appointment time. The TGS system takes care of everything else.

TGS Media handles
Everything that is not the call
  • Runs the advertising campaigns
  • Qualifies the prospects
  • Calls them
  • Books them in for the appointment
  • Follows them up
  • Calls at appointment time to connect them or rebook
  • If no-show, follows them up and rebooks
You do one thing
That is it

Answer the call at the scheduled call time.

Consult and close. That is it.

Prepared for every conversation

Show up knowing the conversation before it starts

Every call is recorded and transcribed. Before each appointment, you can review exactly where they are at so you never ask them to repeat themselves, and every meeting feels prepared and professional.

Emailed to you
Lead info, answers & transcript land in your inbox
A platform too
Every interaction recorded, accessible anytime
What they're looking for
The questions they were asked
How they responded
Priorities & concerns mentioned
Why they agreed to book
Appointment brief · emailed to you
SR
Sarah Reynolds
Refinance · Auckland
Qualified
Phone
021 555 0142
Email
s.reynolds@email.co.nz
Existing mortgage
$650,000
Combined income
$140,000
Held mortgage 3+ yrs
Yes
20%+ equity
Yes
Call summary

Anna, the sales agent, called and spoke to Sarah. Clarified that she is currently with ASB on 4.89%, has been with her current lender for more than three years, and her fixed term is coming to an end. She is looking for the best possible offer to refinance her lending, wants advice, and wants to talk to an advisor to explore her options. She is very motivated to change and she does not feel the bank has her best interests at heart.

Full recording + transcript attached
The numbers

The numbers speak for themselves

This is not a projection. It is one existing client, on this exact system, over the past 12 months.

A real client example
0
booked appointments in 12 months
2yrs+
working with us
~6.4:1
return on investment ratio

Drag the sliders to see your return on investment

Based on a pack of 10 qualified appointments ($2,700 + GST). Your actual results depend on your loan values, conversion rate, and sales process.

$4,000

The commission or revenue you earn from one completed deal.

$1,000$10,000
4 / 10

How many of your 10 booked appointments you'd expect to convert.

110
Your investment (10 appts)
$2,700 + GST
Potential gross revenue
$16,000
Net return above investment
+$13,300
Your return on investment
5.9 : 1 ($16,000 on $2,700)
~5.9× return

These figures are not a guarantee of results. They demonstrate the potential value when qualified appointments are supported by an effective sales and follow-up process.

Frequently asked

The questions every advisor asks before they start

Straight answers, no fluff, no fine print buried at the bottom.

You are paying for a qualified, booked appointment, not a showed appointment. Not every appointment will show, but our system is designed to re-engage each prospect so no opportunity is lost. If a prospect misses the booked time, our agent follows up, rebooks them, and runs the cycle again to get them back on the line.

Because we confirm every appointment by SMS and email, send reminders, and place a live call at the appointment time, the overwhelming majority of prospects attend. Not every appointment will show, but our system is designed to re-engage each prospect so no opportunity is lost. If they are not there, we follow up and rebook rather than letting it slip.

Yes. The campaign management, ad spend, lead qualification, AI follow up and appointment booking are all included in the one price. There is no separate ad budget for you to manage, top up, or lose sleep over. We carry it.

Your account can be up and running within 48 hours of payment. We connect our booking system to your existing calendar, confirm your target market, and start generating qualified appointments.

While all your prospect's details, notes, call transcript and more live in your client portal, you never have to update an appointment status or file a report. We sync directly with your existing calendar to check availability and prevent double bookings, and we email and SMS you the lead info, qualifying answers and full call transcript before every appointment. There is a platform that houses all the information if you want to access it, but all the relevant information is sent to you via SMS and email. The only thing you need to do is be available at the time the call was booked, and take it.

A prospect who has cleared strict criteria before our AI ever offers them a slot. For refinancers: a mortgage over $500k, household income over $120k, held the loan 3+ years, and 20%+ equity. For first home buyers: lending over $500k, income over $120k, a 10 to 20% deposit, and actively buying or under contract. Investors need usable equity and strong income; plant and machinery applicants need $50k+ asset finance with verified business revenue. Everyone who reaches your calendar has agreed to meet.

Every call is recorded and transcribed. Before each appointment we email you the lead information, the qualifying answers, and the full call transcript so you can review what they are looking for, the questions they were asked, how they responded, their priorities and concerns, and why they agreed to book. There is also a platform with every interaction recorded that you can access at any time. You walk in informed and never ask them to repeat themselves.

Qualified appointments are purchased in packs of 10, 20 or 30, ranging between $270 and $250 + GST per appointment. You can pay securely via Stripe with the buttons on this page, and once payment is received we arrange the setup and connect our booking system to your calendar.

Yes. Every appointment is unique. Once a prospect is qualified and booked into your calendar, that lead is assigned exclusively to you. We never hand the same prospect to another advisor. The lead, their details, the qualifying answers and the call transcript are yours alone.

Next steps

Three steps from here to a fuller calendar

Step 1

Secure your first pack

Pick your appointment bundle (10, 20, or 30).

Step 2

We set up & connect

We connect our booking system to your existing calendar.

Step 3

Appointments get booked

Your system goes live within 48 hours. Take the call, consult, and close.

What are you waiting for? Pick your bundle & pay

Qualified finance prospects booked directly into your calendar.

Select your appointment pack below to get started.

10 appointments

NZ$270 per appointment

NZ$2,700+ GST

A simple place to start

20 appointments

NZ$260 per appointment

NZ$5,200+ GST

Save NZ$200

Best value

30 appointments

NZ$250 per appointment

NZ$7,500+ GST

Save NZ$600

All prices are in NZD and exclude GST (15%) is added at checkout.

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