Today marks a significant milestone for our Savings and Retirement Line of Business as we launch a brand new equity release portal.
Historically, our sales and customer experience teams have spent hours handling equity release enquiries and applications. From the initial phone call, to submission of an application, right through to completion of each case, providing regular progress updates to advisers and clients along the way.
This new online system allows our teams across sales and customer experience to reduce the amount of time spent on administrative work, and refocuses their efforts on our adviser base and growing the equity release business.