From meeting to documents — automatically
AffordX captures your client meetings and instantly produces structured documents, so you can stay focused on advice, not admin.
Automatically join your online meetings
AffordX can automatically join your online client meetings and securely record the conversation for you.
There’s no setup during the meeting and no extra steps for you or your client. Once the meeting ends, AffordX transcribes the discussion and generates structured diary notes and documentation in the background.
Record in-person or upload phone meetings using the AffordX App
Capture in-person and phone meetings with the AffordX mobile app, then automatically generate structured notes and documents.
Advisor Centric Features
AffordX records client conversations, transcribes them accurately, and produces structured meeting notes in your preferred template, ready to be attached to the client’s application.
Record meetings, anywhere
Connect your Google or Microsoft Calendar and start recording instantly — whether the meeting is online, in person, or over the phone.
Never miss a detail
AffordX tracks key discussion points during your meetings, so nothing important is missed.
Accurate notes in minutes
AffordX produces clean summaries and relevant borrower insights automatically.
AffordX is more than transcription
it's a complete workflow for advisors
It integrates directly with your mortgage workflow
AffordX gives you an AI note-taking tool inside a full mortgage ecosystem
Link meeting notes to each application
AI summary & structured files
No copying between tools
Mortgage-smart formatting
Mobile APPs
Upload meetings anytime
Stay in one platform
Meetings, notes, applications, templates - all working together in one place.
Less admin. More client time.
Meetings dashboard
View all recordings in one place. Search, filter, review transcripts, and generate client notes instantly.
After the Meeting
Convert recordings into professional summary notes automatically
Highlight key decisions, action items, and lending details - ready for lenders or CRM
Generate notes in one click Export into templates Share with team or attach to application
- End-to-end encrypted file handling
- Data never used to train external models
- Control who sees what
- Designed for confidential financial discussions
Privacy & security
Your data is protected with banking-level encryption AffordX stores information securely within New Zealand data standards
Your job is advising. Not admin.
Let AffordX handle the paperwork - and get hours back each week