Air, the later-life lending platform, has partnered with New Leaf Distribution to bolster the mortgage and protection network’s technology proposition to advisers.
New Leaf Distribution is a diversified network covering all areas of mortgage and protection advice, as well as full wealth and pensions permissions. Through the partnership, New Leaf Distribution’s member intermediaries will gain access to Air’s online adviser support system, WriteRoute.
It was one of the first networks to trial WriteRoute when it was introduced to the market and has already made extensive use of the tool. The package consists of a number of financial and data admin tools in one platform, including fact-find, suitability reporting, product sourcing, and KFI generation.
Additionally, New Leaf Distribution will also roll out Air Sourcing’s Navigator Tool to its adviser membership.
Paul Glynn, CEO at Air, said: “At Air, we are dedicated to supporting advisers by developing the most intuitive and cutting-edge technology tools to facilitate more comprehensive customer conversations. Our partnership with New Leaf Distribution is the latest step in our long-term strategy to equip all advisers with the best tools on the market.
“Our WriteRoute and Navigator tools are designed to help advisers match customers to a wide range of affordable product options that are tailored to the customer’s individual needs. As our partnership evolves, we look forward to tweaking our offering in line with shifting market conditions to ensure advisers can streamline processes and focus on doing what they do best: delivering excellent outcomes for their clients.”
Mark Hobbs, principal and founder at New Leaf Distribution, added: “Following the recent FCA review of the later life lending sector, it’s vital that advisers can access the most advanced technology possible – and New Leaf Distribution is dedicated to making that happen. A world-class equity release process is of the utmost importance to our members and their clients.
“As such, our team is thrilled to be one of the earliest adopters of Air’s WriteRoute support system to our advisers, improving their access to market-leading fact-find tools and streamlining the mortgage journey for their clients. We are also delighted to endorse the Navigator Tool, an incredible resource for advisers who are committed to having the most comprehensive conversations with clients.”
