Advise Wise supports retention and desktop valuations

7 April 2020

Advise Wise sourcing platform supports desktop valuations and retention on the loans.

The latest enhancements see the release of a few news features on the platform.
Two new filters on the research results allow advisers to view only products that support desktop valuations and hide plans with a retention on the released amount.

To facilitate the product sourcing, the platform also highlights when a retention is applied and a retention figure has been added to the plan details, so that advisers can see exactly how much of the loan will be retained by the lender.

These improvements are available on Advise Wise platform, either via the Quick Quote tool or the full product search. Advisers can register for free.

Jon Tweed, Head of Proposition at Advise Wise comments: “With all these changes that are affecting the market during this unprecedented time, it’s essential to react fast and give advisers the tools to keep up-to-date with the offer.”

“Our team is working very hard to keep up with the product and process changes and implement all these enhancements on the platform. Our first goal is always to support advisers and enable them to find the right product for their clients needs”.