Advise Wise platform introduces Quick Quote feature

25 March 2020

Advise Wise has released a Quick Quote feature on the platform, where in three clicks advisers can view available products from across the whole market.

Advisers can now quickly see how much their client can release before proceeding with the actual product sourcing and KFI request on one single platform.

The Quick Quote tool is now available on Advise Wise for all registered users and makes the product search smarter and quicker. Once registered for free to Advise Wise, advisers will just need to enter three basic details to source products from across the whole market.

Commenting on the Quick Quote launch Jonathan Thirkill, CEO at Advise Wise, said: “We are pleased to announce the latest and most requested feature we’ve developed for the platform. The Quick Quote functionality is now available to our users and we are sure it will be an indispensable addition to Advise Wise”

“Advise Wise has been created with advisers in mind and our continuous efforts aim to make the platform always more efficient, to provide them with one powerful tool they can rely on to source products and manage their equity release cases.”

Lifetime Equity Release has been working with Advise Wise since its launch. Pete Huckerby, Director at Lifetime Equity Release said “We’ve been very impressed with Advise Wise ease of use and functionality which is a breath of fresh air!”

“The one thing missing for us in sourcing systems was a quick quote function, to quickly get a high level answer when talking to our customers over the phone without having to put in full details. This is ideal for preliminary discussions and well done Advise Wise for acting on this feedback so quickly.”

Quick Quote is one of the latest enhancements released on the Advise Wise platform, an innovative sourcing tool where advisers can research whole of market later life lending products, request KFIs with two clicks, benefit from all the advantages of a mortgage club and manage and store their clients’ cases.

Among the latest updates, Advise Wise also launched the option to view the full product criteria for each of the listed products. This gives advisers the possibility to check all lender’s criteria during their research, optimising the sourcing as they can make sure the products they select fully satisfy all their client’s needs.

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