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Advise Wise launches customisable equity release fact find

Advise Wise launches customisable equity release fact find
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Advise Wise introduces additional underwriting questions

Advise Wise has introduced free optional underwriting questions to their platform to help users find the best products for their clients’ needs. The latest enhancement on Advise Wise platform consists of 20 additional questions that advisers can use to add more property details to their client’s case and to its product search. The new free feature is linked to the latest lender criteria and works on all lenders’ plans applying product filtering, resulting in a more ‘robust’ recommendation according to the platform. Users can access the questions when entering or editing their clients’ property details, by selecting the optional underwriting questions drop down section and adding the additional information requested.

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