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16 minute read
Built-In AI & Smarter Admin: Tella’s Latest Upgrade for NZ Mortgage Advisers
Greater data control, less admin, and what it means for home loan advice.
Nurain Nadzirah
24 September 2026
Source: Good Returns
Better tools behind the scenes mean better advice experience for clients.
That's the thinking behind Tella's latest upgrade to its custom-built CRM platform, myDash v2, designed to make everyday tasks for advisers more connected and efficient.
MyDash v2 : What’s New?
1. Introducing Stella, built-in AI assistant
Tella has built its own AI agent, Stella, into the platform after finding advisers were using external AI tools in their day-to-day work.
That meant advisers could be copying and pasting information into external tools without always knowing where that data goes, how it’s stored, or whether it could be used to improve or train other AI models.
That highlighted an important gap: Advisers wanted the benefits of AI, but needed a way to use it within a more controlled environment.
2. All-in-one smarter admin tools
Integrated with platforms such as Quotemonster and Akahu, myDash v2 is designed to reduce manual desk work and create time efficiencies for advisers,
The latest version brings more of the tools they need into one place, including built-in:
- document management
- e-signing, DocuSign
- note-taking,
- form-filling and record keeping
With fewer disconnected tools to manage, the bigger benefit is what that can free up time for: the advice itself.
More is coming over the next few months, including investment advice tools, quality assurance, and improved compliance checks.
Is financial data safe with an AI-powered mortgage adviser?
With myDash v2, the focus includes greater control over where its data is hosted and stored when using AI.
According to Chambers, client data is not used to develop other AI models as it stays securely within Tella's own systems.
Will this actually change for clients’ home loan experience?
Probably not directly.
But with better systems behind how advisers work, they can stay focused on the people in front of them.
Less time buried in admin and more attention for conversations that matter to their clients.
Read the full feature here.
This article is for informational purposes only. It does not consider your personal financial situation or objectives. Please consult with Tella mortgage and financial experts before making any decisions regarding your mortgage or debt strategy.
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