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Advise Wise introduces KFI check and chase service

Advise Wise has introduced a new key facts illustration (KFI) and chase service for its mortgage club members.

The new free service allows the mortgage club help desk to work on behalf of later life advisers to chase and check the KFI, allowing for a quick, streamlined process.

The club’s help desk deals with chasing lenders – for outstanding KFIs or in case of delays – and checking the returned KFI to make sure client details, rate, commissions and procurement fees are correct, saving advisers’ time.


Jane Hanlon, mortgage club manager at Advise Wise, comments: “We want advisers to focus on advising the client and we are constantly working to make the sourcing process smoother and quicker for them.”

“They can request KFIs through our platform and mortgage club for most lenders’ products, and when they do so, we provide them with this extra support in getting the KFI. Plus, when they request KFIs through us they also help the environment, since at Advise Wise we plant a tree for each KFI requested through our system.”

Hanlon says many advisers are able to log into the lender’s portal and run a whole of market search in just a few clicks.

“Our platform is also fully integrated with medical underwriting, meaning brokers get accurate rates and loan-to-value – not just a guide,” she adds.

“This saves their time in getting this information immediately on the sourcing tool but could also save the client’s money in the interest rate.”


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