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SimplyBiz Mortgages launches high-net-worth support proposition

SimplyBiz Mortgages launches high-net-worth support proposition

SimplyBiz Mortgages has established a high-net-worth (HNW) panel, giving advisers better access to key information.

The HNW proposition will allow advisers to better access information on lender criteria, type of lending supported and proposition highlights.

The help desk team has also undergone in-depth training around HNW client scenarios, products and applications to ensure they can support advisers.

SimplyBiz supports over 3,000 intermediary firms with regulatory and business support and offers product distribution support to more than 400 financial institutions.

Makayla Everitt, head of SimplyBiz Mortgages, said: “HNW scenarios require an intrinsic set of skills from advisers, as the requirements span a range of areas to do with property and are much more complex than the standard.

“In addition to the new HNW panel, we’ve also enhanced the skill set of our help desk staff, empowering them to handle more technical questions. Led by our senior Mortgage Helpdesk consultant, Ryan Brown, the help desk can now provide both pre- and post-application support for these types of cases.

“The HNW proposition also provides access to selected GI insurance partners [that] specialise in the provision of this highly defined insurance type, covering larger property types, complex ownership, and lifestyle related requirements. It’s underpinned by exclusive access to surveying services providing specialist structural surveys, meaning we are providing practical guidance across all areas to support clients in achieving good outcomes for high-net-worth clients.”