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Services

Your powerful sourcing platform and much more

Best-in-class technology to empower you to achieve more

Mortgage Club

Get the most advanced technology and the expertise of our industry experts at your fingertips.

Join the Advise Wise Mortgage Club for free when you register on the Advise Wise Platform to access exclusive deals and plans.

Join the club

Need some help?

Our team of experts are on hand ready to help you with your cases.

Call 0333 050 8771

Access to lenders and products

Access a variety of lenders and their products, including exclusive deals that can help you offer better options to your clients.

Exclusive rates and offers

Provide your clients with a competitive edge through the special rates, fees, or product offerings we negotiate with lenders, solicitors and other parties.

Compliance and support

Stay compliant with regulatory requirements with our guidance, updates, and tools that align with industry standards and changing legislation.

Technology and tools

Rely on our intuitive technology that assists you with managing your clients, research, KFI requests, application submissions, and tracking, making it easier for you to manage cases.

Training and development

Stay informed about market trends, new regulations, and product innovations through training, webinars, and workshops we provide to help brokers.

Commission structure

We offer brokers typically higher levels of commission compared to going direct, along with a streamlined payment process that ensures timely and accurate payouts for completed business.

Networking and community

By joining our mortgage club, you become part of a larger community, gaining opportunities to network, share knowledge, and benefit from collective experience.

“This platform has become my daily companion, thanks to its user-friendly calculators that provide accurate and up-to-date information. I would be lost without Advise Wise.”

Hayley
Works at a large UK Equity Release provider

Rated Excellent on Trustpilot

Review us on Trustpilot

Stay up-to-date

Market news

Find the latest from the later life market, including product and process updates on the Advise Wise Market News feed.

Read the latest news

Rate changes

Monitor the latest interest rate changes and submission deadlines with our summary table.

View the latest rates

Market events

Keep an eye on all the upcoming market events and book your place.

View market events

Insights and data services

We’ve developed cutting-edge data capabilities to provide you with a large variety of data services including:

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Customer profiles

Such as geo-locations, age, loan amounts, property types and other detailed underwriting details.

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Product targeting and improvements

Helping lenders to target their products to the right customer profile for consumer duty and improve their market share.

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CPD data

Such as lists of courses completed, hours spent, exception reporting on advisors not hitting targets etc…

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Market research of advisors and customer behaviour

  • Customised surveys & polls to capture specific data on behaviours, attitudes, and satisfaction levels from both advisers and customers.
  • Competitive benchmarking to understand how your organisation compares to industry standards and competitors in terms of customer and adviser satisfaction.
  • Enhanced customer experience: Use data-driven insights to refine your customer service approaches and improve overall client satisfaction.
  • Advisor training & development to identify training needs and opportunities for advisers, based on behavioural patterns and feedback.
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Third party data analysis using machine learning to find key insights

  • Advanced predictive analytics to forecast trends and customer behaviours with high accuracy with a view to increasing ROI.
  • Automated data analysis to save time and resources by automating the discovery of patterns and insights from your datasets.
  • Personalised recommendations: tailored suggestions and strategies based on predictive models, enhancing decision-making and personalization.

And much more…

Data services are available in a variety of formats to suit your needs from simple CSV file transfers to full API transfers.

Need more help with your data?

Our data services experts are also available to carry out detailed analysis of any data sets in Advise Wise or from external data sources as an additional package.

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Unlock exclusive access to trusted referral partners

As an Advise Wise member, you’ll gain access to a network of trusted partners, carefully selected to enhance the service you provide to your clients. From expert solicitors and wealth managers to vulnerability specialists and more, our referral partners are here to support you every step of the way. Whether you’re looking to expand your service offering or collaborate with professionals who share your commitment to excellence, our referral network opens doors to new opportunities and strengthens your client relationships.

Register to find out more

Specialist solicitors

Rely on the expertise of our specialist solicitors partners, based on the whole national area and ready to handle even the most complicated cases to ensure a smooth completion.

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Contact directory

Use the Advise Wise Contacts Directory to find the right professional for any ancillary services you or your client might need.

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Pension annuity

Help your client maximise their pension pot, even if you can’t assist them through later life products. Refer them to Age Partnership Wealth Management to help them simplify their retirement planning.

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