Last year, we launched an online equity release platform making it easier to do business with us than ever before, but did you know about these features designed to make your experience smooth and stress-free?
- Stay in the loop with valuations: With our platform, you can easily keep track of property valuations for your clients. You can see when the valuation was requested, when we received the completed report, the valuation of the property assessed by the surveyor, and the after works valuation amount. You can even download a copy of the valuation report. Click here for more information.
- Keep track of the application’s status: Worried about the status of your online application? We've got you covered. Our platform can track the stages from new to completion. You can breathe easy knowing we’ve got your application successfully when the stage is shown as “Submitted”. During the “Pre-Submitted” stage, you can easily upload any supporting documents. However, if you need to start the underwriting process before supporting documents are available, you can also submit your application and upload the documents at a later date. A description of each application stage is available here
- Download the application: Need a copy of the application in a flash? Our platform lets you download a copy of the application with just a tap. No more digging through folders or waiting on emails – to see how to download your client’s application click here
These features are all about saving you time and giving you peace of mind, so you can focus on what you do best – helping your clients.