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Lifetime mortgages – physical property valuations

With the market changes of 2020, we explore how we’ve adapted our processes as the situation evolved.

Our smarter portal – puts people first, not paperwork

Our Equity Release Sales Manager discusses the key benefits of the online portal.

Lending criteria for Lifetime Mortgages

Learn how we can help you identify the ways we can work with you depending on your client case and some of the recent criteria changes we’ve introduced.

Please note, we can only offer CPD certificates to attendees of our live webinar sessions at this time.

Download the webinar slides for Lending criteria for Lifetime Mortgages.

Helping your clients navigate through the long-term care journey

In the Q1 2020 edition of our equity release webinar, we explored the changing the needs of customers and discussed how lifetime mortgages can help fund long-term care.

How to submit and amend a KFI

View guidance on how to submit and amend a KFI in our equity release portal.

How to complete a decision in principle

Watch a step-by step guide on completing a decision in principle in our equity release portal.

How to submit an application

See how you can submit an application in our equity release portal.