Key Partnerships launches new introducer portal
Equity release referral service Key Partnerships has launched an online portal as part of an enhanced digital offering for advisers.
"Investment in the portal and digital services will further strengthen our offering for introducers and their clients as we respond to growing demand"
The portal's dashboard will display key information including active referral cases with real-time updates and will enable advisers to make referrals directly from the portal.
Advisers can monitor how client cases are progressing as the portal will provide data on key milestones including appointments attended, valuations and offers issued.
Key's enhanced digital offering also includes an upgraded website with a commission calculator for advisers.
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.”
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