The portal has a dashboard with key information on active referral cases, while advisers can make referrals directly from the portal and get immediate updates on progress.
Key Partnerships has launched an online portal to give introducers more control over equity release cases.
The portal has a dashboard with key information on active referral cases, while advisers can make referrals directly from the portal and get immediate updates on progress.
Will Hale, director at Key Partnerships, said: “Investment in the portal and digital services will further strengthen our offering for introducers and their clients as we respond to growing demand for specialist digital support services.
“The equity release market is expanding rapidly and we need to innovate so we can better support our introducers as they help clients. The portal builds on a range of support, including the Chartered Insurance Institute-accredited webinar programme and re-launched website.”
