The toolbox provides brokers and IFAs access to the latest white papers, client presentations, guides and approved marketing materials to help them identify, engage, present to and refer equity release clients.
The platform manages referrals from start-to-finish with an online case tracker and secure submission portal.
Steve Wilkie, Managing Director, said:
“The financial community are seeing the growth of equity release and want to get involved. Our platform and toolbox provide them with the materials to make that first step into the market, whether through getting licensed to write the business or marketing our referral service to their clients.
Our partners tell us that their clients regularly ask them about equity release. Our toolbox gets them in a position to answer their client’s questions with credible answers and literature. Our platform allows them to earn from these enquiries and build an additional revenue stream to their business.”