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.
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.”
Breaking news
Direct to your inbox:
More
stories
you'll love:
This week's biggest stories:
Buy-to-let
The Mortgage Works launches sub-3% buy-to-let rates
Bank Of England
Bank of England cuts interest rates by 0.25%Â in three-way vote
Tax
HMRC rule change set to impact millions of landlords and sole traders
Skipton
Skipton launches Delayed Start mortgage with no repayments for three months
This week's biggest stories:
Buy-to-let
The Mortgage Works launches sub-3% buy-to-let rates
Bank Of England
Bank of England cuts interest rates by 0.25%Â in three-way vote
Tax
HMRC rule change set to impact millions of landlords and sole traders
Skipton
Skipton launches Delayed Start mortgage with no repayments for three months
Barclays
Barclays launches lowest mortgage rate of the year in latest round of cuts
FCA
One in four people have low financial resilience: FCA
