The legal tasks you %%shouldn't%% be doing.
First home buyers often ask their mortgage adviser to do legal work — review contracts, explain conditions, interpret a LIM. That's outside your scope and a liability risk. This guide shows how we step in as your legal buyer's agent so you can focus on finance.
What we handle — so you don't have to.
Legal tasks first home buyers often push onto their mortgage adviser. All of these should sit with a lawyer, not a broker.
Free initial high-level document review
Reduces errors before offers are signed. Means your client isn't asking you whether Clause 8.2 is standard.
Negotiation advice
Helps clients set realistic expectations. Fewer reworks for you when the offer comes back with counter-terms.
Unlimited Zoom calls, guides, and live Q&A
The questions that would otherwise come to you go to us. Bandwidth freed for your real work.
Checking agreement, title and LIM
Legal document review. Not something brokers should be doing regardless of client pressure.
Coordinating with providers, drafting protective clauses. Sits naturally with the lawyer.
Coordinating with providers, drafting protective clauses. Sits naturally with the lawyer.
Pre-offer assistance and conditions
Which conditions to include, how to word them, how to set the expiry deadline.
Negotiation strategy and money from parents
Structuring gift money, drafting gift letters, explaining implications. Not broker work.
Angus Grayson, LLB
Every broker I work with has had the same experience: a first home buyer treats them as the generalist professional, and starts forwarding legal documents for review. This guide is how I position myself as the legal buyer's agent — so when that happens, you have somewhere to send them.
Send me the guide.
Legal tasks first home buyers often push onto their mortgage adviser. All of these should sit with a lawyer, not a broker.
Before you download.
How do I introduce HouseMe Legal to a client?
Email angus@housemelegal.co.nz with your client on CC, or book them a free initial call. We take it from there.
Will this cost my client money upfront?
No. The initial call and document review are free. Fees start only once your client is under contract.
Is there a referral agreement I need to sign?
No. Lawyer-broker referrals in NZ are non-commercial. We work together because it's better for clients.
Can I CC HouseMe Legal on my client emails?
Yes — that's preferred. Keeps everyone in sync and stops legal questions escalating to you.