The platform aims to provide advisers with the necessary tools to collect all the relevant information to review the client’s circumstances and provide expert equity release advice.
Its customisable template gathers vital information to make a recommendation and is able to record any additional notes and important soft facts that are instrumental in getting a more complete overview of the customer’s situation.
Broker firms can request to customise the Advise Wise Fact Find from the standard template to suit their compliance needs. The template can also be downloaded as a PDF, which is also stored for the advisor in the Advise Wise CRM.
Jane Hanlon, mortgage club manager at Advise Wise, comments: “We are introducing a new way to do a Fact Find for advisers; a free, comprehensive online template, simple and easy to follow.”
“A valuable tool that comes with a built-in benefit calculator and prompts throughout the questions, to help our members collect all the relevant information, notes and soft facts.”
She concludes: “We have built our Fact Find with advisers’ needs in mind and around the latest Equity Release Council checklist and guidance, to make sure brokers can rely on the best possible template that covers all the standard key aspects to document the research leading to any recommendation.”
Dudley refreshes website to enhance user experience
Dudley Building Society has launched a new website, which will cater for both its members and intermediary partners.
The intermediary site, which is now accessible from the main homepage, has been designed to help intermediaries quickly find the information and documents they need on any medium, including phone and tablet.
The products page has also been given a makeover, retaining the same important product related information but in a more user-friendly format.
Meanwhile, an updated criteria page displays the key criteria previously found in the old intermediary manual so that advisers can now navigate through the various sections displayed and expand them to find more information.
A new ‘Tools and Downloads’ page links users to affordability calculators, a comprehensive product guide and an important documents page among other features.
Commenting on the refurbished site, commercial director Sam Ward says: “The website will be welcomed by introducers as it enhances the user experience and incorporates the look and feel of our new brand.”
“Additionally, it further enhances our digital capability as a business and is optimised to allow intermediaries to navigate when using a phone or tablet.”
She adds: “As a measure of our commitment to the intermediary market, having delivered the first phase of our new website, more features will be coming soon to further enhance our introducers’ experience.”
Smartr365 integrates smart device to broker retention tool
End-to-end mortgage platform Smartr365 has added voice assistant and smart device integrations to its retention tool SmartrRetain.
Clients using the firm’s HomeBuyer app can now ask their smart device questions such as ‘how much is my house worth?’ to be in the know and begin a re-mortgage discussion.
They can also stay up to speed with the progress of their application and other developments, with these questions also supported.
This integration is the latest feature in Smar365’s SmartrRetain offering, which gives improves borrowers’ and simplifies the retention process for brokers when re-mortgaging opportunities arise by driving client engagement.
Conor Murphy, chief executive officer at Smartr365, says: “In today’s market, client retention is just as important as bringing in new business, and we wanted to create a suite of features which would make this as easy as possible for our users.”
“SmartrRetain is a tool which not only covers every aspect of client retention, but it also automates and streamlines much of the process to make it a simple step instead of a laborious task.”
“User and customer experience are a crucial part of this endeavour, and our integration of Amazon’s Alexa is an innovative way to remove even more barriers to the mortgage process,” he concludes.