Air Mortgage Club has launched a new ‘large case concierge service’ for advisers.
The new bespoke service will be available to the later life distributor’s members via Air Sourcing, covering cases looking for a loan amount of £250,000 or more.
Air Mortgage Club said the new service was designed to provide later life advisers with “the best possible outcome” for their larger loan clients.
To access the Concierge Service, Air Mortgage Club members complete an enquiry form in Air Sourcing to capture all the required information and the system automatically flags it if a case qualifies.
If applicable, and the adviser wishes to use the service, they would then work with customer service operators to support the enquiry, receive a whole of market search, and get help to generate the KFI.
Air Mortgage Club said that by utilising Air Sourcing’s lender relationships via the Concierge Service, advisers would be able to secure a fast-track route to large case placement.
Stuart Wilson (pictured), CEO of Air Group, said: “Larger loan cases are a growing part of the later life lending sector, and with these amounts it’s incredibly important advisers are able to service them effectively and quickly. This is why we’ve launched our Large Case Concierge Service to support our Air Mortgage Club members and to utilise Air Sourcing’s product choice, knowledge, plus make the most of our lender relationships in order that we can secure a fast-track route initially through to those individuals who deal with these cases, and then on to offer and completion.
“By utilising this service, advisers will get a significant amount of support, and we’ll be able to best position those cases with individual lenders and providers to maximise the chance of acceptance and success. They’ll also be receiving the highest levels of commission via Air Group, and this is a service that brings all this added value but at no added cost.”