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This useful document gives you useful hints and tips for spotting opportunities for equity release within your current client base.
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Other articles

  • Keeping clients informed in a socially distant world

    What should you be communicating to your clients, prospects and colleagues at this time, and what are the best ways to get your message out?

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  • Lending criteria guide

    We've created this handy document to help you spot property pitfalls during the fact-find process.

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  • Clutter helpsheet

    As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.

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  • Remote valuations & legal advice video

    In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..

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