Advise Wise extends Instant KFI feature to Just product range
18 November 2020
Advise Wise Platform extends Instant KFI feature to Just For You Lifetime Mortgage range.
Already available for all Pure Retirement products, an Instant KFI can now be requested also for Just lifetime mortgages, with more lenders to follow.
The latest development allows Advise Wise members to request a KFI for Just’s lifetime mortgage products in just three clicks, with no need to re-key information, and download the KFI within seconds directly from the Advise Wise Platform.
Once the adviser submits the KFI request, the illustration is generated via an API link with Just. In just a few seconds an email confirmation is sent to the adviser, who can download the KFI. The Advise Wise CRM system stores the illustration, providing brokers with an audit trail for each of their clients.
Jonathan Thirkill, Chief Executive Officer at Advise Wise, said: “We’ve worked with Just, our launch sponsor, in order to connect our platform to their system to generate instant illustrations for our members. And we’re now pleased to make the Instant KFI feature available for Just product range, whilst we increase the number of plans where advisers can request and download the KFI in less than a minute.”
“During these unprecedented times, our focus is always on supporting advisers and making things as simple as possible. Technology is a great resource for the industry and it’s helping us make the product sourcing more efficient, as we aim to ultimately streamline and simplify the advice process.”
Matt Pheasey, Director of Intermediated Distribution at Just, said: “We are delighted to extend the Instant KFI feature to our Just For You Lifetime Mortgage range – evidence that the later life lending market continues to work together successfully to support advisers.
“Our Just For You Lifetime Mortgage range was designed specifically to help advisers create a tailored solution for their clients’ needs and includes the sector’s first ever Green Lifetime Mortgage introduced earlier this year. This next evolution in our partnership with Advise Wise makes it even easier for advisers to share the flexibility and benefits of our range with their clients.”