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For Equity-release advisers

AI call handling for
Equity-release advisers.

An equity-release enquiry often sits alongside long-term plans for a home, family and finances. The caller may be exploring possibilities rather than ready for advice. Ziverly can gather the broad reason and preferred appointment arrangements without discussing products or requesting financial and security information while you are in another regulated conversation.

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A familiar moment

The homeowner beginning a careful family discussion

You are completing another client's file when a homeowner calls after speaking with their adult children about releasing money from the property. Ziverly can capture who is enquiring, their stated relationship to the home, whether another owner or representative is involved, the broad reason for seeking advice, property and mortgage context only at the introductory level you approve, stage, existing adviser or solicitor involvement, communication needs and preferred appointment arrangements. It does not provide financial advice, explain or recommend a lifetime mortgage or other product, indicate eligibility, borrowing, rates, costs, tax, benefits or suitability, value the home, assess capacity, accept an instruction or request account numbers, balances, bank details, card information, passwords, one-time codes or security answers. Advice and regulated fact-finding remain with authorised professionals.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

Exploration must not sound like a recommendation

A broad reason and stage can be captured without suggesting that equity release or any particular product is appropriate.

Family involvement can be helpful but sensitive

Ownership, authority, communication and the homeowner's own wishes should not be assumed from who makes the call.

Regulated conversations require concentration

A new prospect can receive a calm acknowledgement while you protect another client's confidential financial discussion.

What a better handover can change

Less interruption.
More useful context.

The enquiry stage is clear without a fact-find

Review who called, broad purpose, homeowner context, others involved and preferred appointment arrangements.

Financial boundaries stay explicit

Approved language prevents product, eligibility, value, borrowing, cost and suitability claims during call handling.

A permitted document question can be retained

Add the ownership, representative or existing-adviser detail you are allowed to request from the known caller.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the permitted summary of who called, the broad purpose, homeowner context, others involved, existing professional support and appointment preference.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an AI-facing note with the agreed response window or a permitted ownership, representative or existing-adviser question, never financial secrets.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    When the current regulated file and conversation are secure, verify your PIN to hear only the equity-release enquiries you are authorised to access.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

Home-finance advice is FCA-regulated and requires appropriate permissions and qualifications; vulnerability and later-life advice controls are especially important.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Can Ziverly explain or recommend equity-release products?

No. It gathers the broad reason for contact; regulated information, advice and recommendations remain with authorised advisers.

Will it say how much someone could release?

No. Property value, eligibility, borrowing, rates, costs and suitability require the formal advice process.

What financial information will it request?

Only limited introductory context you approve. It must not ask for bank, card or account details, passwords, one-time codes or security answers.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

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