Surrey · South East England
CRM & Compliance Automation for Equity Release Advisers in Surrey
Handle the compliance burden of equity release advice without the manual overhead — every client journey tracked, every document generated, every suitability check recorded.
£500 setup · £75/month · No per-user fees · Cancel any time
Sound familiar?
- ✕Lengthy suitability assessments creating admin bottlenecks
- ✕Manual tracking of client vulnerabilities and best interest outcomes
- ✕Document generation taking hours instead of minutes
- ✕Difficulty demonstrating compliant advice processes to the FCA
What Bookable builds for Equity Release Advisers in Surrey
Custom-built. No off-the-shelf software. No adapting your process to fit a product. Your logic, your workflow, built to order.
Suitability workflow automation
Guided fact-find and suitability assessment built into the client journey. Every answer captured and recorded automatically.
Vulnerability flagging
The system identifies and flags vulnerable client indicators, ensuring the right care and documentation at every step.
Best interest outcome documentation
Automatically generates the documentation demonstrating why your recommendation is in the client's best interest.
FCA-ready audit trail
Every interaction, decision and document timestamped and stored. Compliance reporting at the click of a button.
Fixed price. Built for Surrey.
No per-user fees. No surprise costs. One setup fee, one monthly fee — and a system built exactly for how equity release advisers in Surrey actually work.
£500
One-time setup
£75
Per month
Common questions from equity release advisers in Surrey
Is Bookable suitable for directly authorised equity release advisers?
Yes. The system is built around the compliance requirements of directly authorised advisers, including Equity Release Council membership requirements.
Can it handle both lifetime mortgages and home reversion plans?
Yes — the pipeline and document types can be configured for any equity release product type.
Does it integrate with providers like Legal & General or Pure Retirement?
We build integrations to your specification. If there is an API available, we can connect to it.