We’ve released an update to our Affordability Tool, which is now enhanced and fully integrated within RESEARCH, providing advisers with a more efficient way to combine product, criteria, and affordability in one single view.
The update simplifies the sourcing process by enabling users to view affordability results alongside product criteria, reducing the need to switch between systems and helping advisers identify suitable products more quickly.
Key updates include:
- Instant Combined Checks – Run affordability and criteria together across all lenders within your search results.
- Affordability Filter – Instantly remove products that don’t meet lender affordability criteria.
- Dynamic Editing – Adjust product terms and loan amounts directly within the tool.
- Product Pinning – Save specific products while running multiple searches to support client comparisons.
- Full Compliance Audit – All checks, filters and searches are automatically recorded for a clear audit trail.
What’s more, we’ll be exploring the tool in more detail as part of our monthly APPLY, Criteria and Affordability webinar on 12th November – book your slot below:
This update forms part of our ongoing commitment to improve efficiency and transparency within the RESEARCH platform, helping advisers work more effectively and maintain complete compliance across every recommendation.
