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Advise Wise brings out online application submission for Just products

Anna Sagar
Written By:
Posted:
September 25, 2023
Updated:
September 25, 2023

Leading later life sourcing platform Advise Wise has introduced online application submission for Just products through an enhanced API integration with the lender.

The development is a “significant milestone in simplifying the sourcing process for advisers and offers a seamless experience for Advise Wise users”.

It builds on the introduction of Key Facts Illustrations for Just products which allowed advisers to request illustrations in one click.

The platform said that the integration “brings efficiency and convenience to advisers’ workflow”, allowing the whole sourcing process of Just to be completed on the platform.

Advisers must be registered with Just and connect their Advise Wise account with the lender’s portal.

 

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Advise Wise: ‘Simplifying the sourcing process’

Daniel Edmondson, national account manager at Advise Wise, said: “We are excited to offer advisers the ability to submit online applications for Just products through the Advise Wise Platform.

“This represents a further step in simplifying the sourcing process for advisers, as it streamlines the end-to-end journey, from product research to application submission, making it easier for advisers to provide tailored solutions to their clients.”

He added: “This enhancement reflects our commitment to delivering tools that enhance the efficiency and effectiveness of advisers’ work. We believe that by simplifying the sourcing process, advisers can focus more on delivering exceptional service to their clients.”

Matthew Latham, specialist account director at Just, continued: “This is a great step forward in streamlining the way advisers can submit applications for Just products.

“We understand advisers want to spend time with their clients, getting to know their needs so they can create bespoke solutions to match their individual circumstances. It’s been great to work with Advise Wise to put this in place to give advisers a simpler and smoother journey through to application.”