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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.

Optimising the Lifetime Mortgage Conveyancing Process

Learn how we work with our conveyancing partner during the legal process, the best way to achieve a seamless lifetime mortgage completion and the most common factors delaying completion and how to avoid them.

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

Download the webinar slides for Optimising the Lifetime Mortgage Conveyancing Process.

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.

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.