Equity Release Portal:
Download Documents
Quote & Apply
Servicing
- It’s simple to use with an intuitive online experience.
- Full application progress tracking – follow the case through the pipeline, so you’ll be up-to-date on decisions made.
- Gain instant access to literature documents that support your conversations with clients.
- With 24/7 access you can get answers to your clients quicker.
- Store your client’s documents safely in the online library.
Equity Release Portal - an overview
This video outlines how our portal works, as well as the benefits it offers to you and your clients.
Equity Release Additional Borrowing
All additional borrowing requests must be processed on the Equity Release Portal. For guidance on how to process these requests please download our guide.Flood Checker Tool
The smarter portal will complete a flood check as part of the application process. We have created this flood checking tool so you can check the risk of flooding before getting a KFI from the portal. The tool gives you an indication on whether we’re happy with the property’s risk of flooding.The flood checker tool will give one of 3 outcomes:
- Accept – we’re not concerned by the risk of flooding.
- Refer - there is a risk of flooding in the area and we need to investigate further. The tool will refer all properties in Wales or Scotland for checking by our underwriting team.
- Decline - the risk of flooding in the area is too high and we can’t proceed with lending.
The tool looks at the possible risk of flooding. If other details on the property need to be checked, it should be referred to our underwriters separately following the usual process.
Our new portal gives you instant, 24/7 access to writing Equity Release business with us.
Registering to use the system will depend on your current access to our Adviser Centre, and if you’re registered to do business with us. Here’s how to register for our Equity Release Portal.
Already have a login for our Adviser Centre?
Already registered to do business with us, but don’t have a login for our Adviser Centre?
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