Backed by a team with over 40 years of experience in the later life lending market, Advise Wise is on a mission to simplify and streamline the advice process for advisers, providing an award-winning cutting-edge sourcing platform, with all the benefits of an integrated Mortgage Club.
Advisers can use the Advise Wise Platform tools completely free of charge to manage their equity release cases; from whole of market product sourcing through our intuitive Quick Quote tool, to multiple KFI requests and one-click online applications, a customisable dynamic Fact Find, alongside an integrated Suitability Letter template, one-click solicitor instructions and built-in client CRM to store all cases’ details and documents.
The sourcing on the Advise Wise Platform is complemented by advanced filters and optional underwriting questions to restrict the search results and make product sourcing easier, by excluding those plans that don’t meet the client’s needs or lender criteria. The platform also benefits from medical integration with some lenders, offering real time and accurate LTVs and rates.
Advise Wise Mortgage Club offers all Advise Wise members the best possible terms for them and their clients and it’s fully integrated with the Advise Wise Platform, giving advisers access to exclusive deals, higher commissions and a panel of specialist solicitors.
The club’s helpdesk, run by industry experts, provides free dedicated one-to-one support with client cases and product sourcing.
To become an Advise Wise member register for free at advisewise.com
Check the Advise Wise Market News feed, to keep up to date with all the market changes and events.