Despite rising consumer demand for both products and advice in equity release, for law firms, it remains a niche market. Our workflow will help you feel confident in giving good advice to clients in line with best practice.
Our workflow will help you prepare a written report particular to the product, advising on the risks and rewards. It focuses you to ensure that the client is not under duress; to check that the client has sufficient mental capacity and is properly advised upon the nature of a lifetime mortgage – without straying into financial advice!
Intelliworks was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. All the features and expertise you require but flexible and easy to use, Intelliworks can make your firm more efficient with minimal training and no disruption.