
Royal London Equity Release has launched a new broker portal to streamline the case management process for advisers.
The portal allows for adjustments, improvements, and troubleshooting.
It also includes instant quote-to-application where advisers can generate and download key facts illustrations (KFIs) instantly and move straight to application, removing the previous 24-hour delay.
The portal will also make it easier to re-quote and switch products if better options become available and provide real-time tracking so that built-in notifications and status-updates can improve visibility and support better client communication.
The existing systems will be phased out for advisers and any new cases from today will no longer be submitted through the current portal.
However, any existing cases can be progressed until completion, or until a new KFI is required.
Royal London Equity Release intermediary sales director Chris Flowers says: “The launch of the Broker Portal is a cornerstone of our strategy this year, reflecting our ’you speak, we listen’ approach.”
“The portal has been developed following extensive market research and incorporates valuable feedback from advisers to enhance their experience.”