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Once you refer your client to Bower Partnerships, they will be expertly guided through the following equity release process by our professional specialists.
A member of our friendly team will make contact with your client to arrange their free, no-obligation, initial consultation in the comfort of their own home.
We will encourage them to invite their loved ones too if they wish, as they may have questions of their own to ask which could provide extra reassurance for your client. You are also welcome to attend this appointment if you wish.
During your client’s free, initial equity release consultation, we will:
If the customer wishes to progress after discussing their options with us, then the adviser will return a few days later with a full recommendation. During this second appointment, we will:
Once everything is agreed then we will liaise with their chosen solicitor and lender to keep things moving along. We update the client regularly throughout the process and will notify you.
We will contact your client to confirm the case has been successfully completed and that they will be receiving their money shortly. At this point we will process your introducer commission payment.