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Advise Wise extends KFI feature to Just lifetime mortgage range

Jake Carter

November 18, 2020

Advise Wise has extended its instant key facts illustration (KFI) feature to Just’s ‘Just For You’ lifetime mortgage range.

As a result, Advise Wise members can now request a KFI for Just’s lifetime mortgage products.

Once the adviser submits the KFI request, the illustration is generated via an API link.

In addition, the Advise Wise CRM system stores the illustration, which provides brokers with an audit trail for each of their clients.

Jonathan Thirkill, chief executive at Advise Wise, said: “We are now pleased to make the instant KFI feature available for Just product range, whilst we increase the number of plans where advisers can request and download the KFI in less than a minute.”

“During these unprecedented times, our focus is always on supporting advisers and making things as simple as possible.

“Technology is a great resource for the industry and it’s helping us make the product sourcing more efficient, as we aim to ultimately streamline and simplify the advice process.”

Matt Pheasey, director of intermediated distribution at Just, added: “We are delighted to extend the instant KFI feature to our Just For You Lifetime Mortgage range – evidence that the later life lending market continues to work together successfully to support advisers.

“Our Just For You lifetime mortgage range was designed specifically to help advisers create a tailored solution for their clients’ needs and includes the sector’s first ever green lifetime mortgage introduced earlier this year.

“This next evolution in our partnership with Advise Wise makes it even easier for advisers to share the flexibility and benefits of our range with their clients.”


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