Roost
v1.0
Staff
Portal
Docs
Connected
Pacific/Auckland
Pending
3
⚠
Clients
24
Deals
8
Confirmed
18
Stale
6
Fields
~474
Pending (3)
Client
Pending Approval
3 ITEMS
JH
John Henderson
CLIENT-0024
PORTAL
2h ago
employment.salary
$85,000
→
$92,000
📎 payslip-jan.pdf
|
"Got a raise"
✓
✗
SW
Sarah Williams
CLIENT-0019
FORM
5h ago
address.street
15 Queen Street
address.city
Auckland CBD
Fact Find submission
✓
✗
MT
Mike Thompson
CLIENT-0031
AI SCAN
1d ago
employment.employer
Tech Solutions Ltd
income.salary
$120,000
personal.dependants
3
⚠ Extracted by Llama 3.2 - verify
meeting-notes.pdf
✓
✏
✗
✓
All caught up
Client Record
CONFIRMED
UPD 2h ago
Personal
Employment
Income
Assets
Liabilities
Deals
JH
John Henderson
CLIENT-0024
• john@email.com • 021 555 1234
Joint:
No
Created:
2024-03-15
Basic Information
Title
Mr
Legal Name
John William Henderson
Preferred
John
DOB
1985-06-14
Gender
Male
Current Address
✓ 4y 2m
Street
42 Smith Street
Suburb
Ponsonby
City
Auckland
Postcode
1011
Living
Owner Occupied
Contact
Mobile
021 555 1234
Email
john@email.com
Work Email
john.h@acme.co.nz
Residency & Tax
NZ Tax Resident
Yes
Citizenship
New Zealand
IRD
123-456-789
Relationship & Dependants
Status:
Married
Dependant 1
Emma (F) • 2018-03-22
Dependant 2
Liam (M) • 2020-11-08
Current Employment
Status
Employee
Type
Permanent Full-time
Employer
Acme Corp Ltd
Role
Senior Developer
Industry
Technology
Tenure
3y 8m ✓
Benefits
KiwiSaver
Yes
Life Insurance
No
Income Protection
No
Shares
Yes
Employment Income
Salary (Gross)
$85,000
Commission
$0
Bonus
$5,000
Total
$90,000
Other Income
Rental
$0
Investment
$2,400
Other
$0
Properties (1)
42 Smith St, Ponsonby
Owner Occupied • Personal
$1,450,000
CV • 2023-07
KiwiSaver
Provider
Fisher Funds
Rate
4%
Balance
$78,500
First Home
No
Investments (2)
Term Deposit (ANZ)
$45,000
Managed Fund (Simplicity)
$12,000
Home Loans (1)
ANZ
Personal • 25y remaining
$890,000
6.49% • $1,450/wk
Credit Cards (1)
Visa (ANZ)
Paid in full monthly
$2,400 / $15,000
Other
No other liabilities
Refinance - Primary Residence
DEAL-0089
SETTLED
Bank
ANZ
Amount
$890,000
Rate
6.49%
Settled
2023-08-15
Investment Property
DEAL-0124
IN PROGRESS
Type
Purchase
Amount
$650,000
Banks
ANZ, ASB, BNZ
Settlement
2026-03-01
⚡
Query
JH
John Henderson
Review your information
Expires
47:32
Personal Details
Edit
Name
John Henderson
✓
Email
john@email.com
✓
Phone
021 555 1234
✓
Address
42 Smith St
✓
Employment
Edit
Employer
Acme Corp
✓
Role
Senior Developer
✓
Salary
$85,000
⚠ Update
Propose Salary Update
Current
$85,000
New Value
Reason
Supporting Document
📎 Drop file or click to upload
Submit for Review
Cancel
Changes require staff approval
✓
Change Submitted
You'll be notified when approved
I confirm this information is correct as of today
Confirm All
Request Changes
Last confirmed: Never • Updated: 2026-01-15
Roost
Client Data
Secure mortgage advisory data management with AI ingestion, human approval, and client self-service.
📥
Ingest
Forms, webhooks, docs
⏳
Queue
Human approval
✓
Store
Source of truth
🔍
Query
AI-powered
Staff Dashboard
Client Portal
How It Works
•
Data Schema