advisER CRM

advisER CRM — The Command Centre for Your Business

At the heart of TERN’s technology ecosystem is advisER, our fully integrated CRM, built exclusively for later life lending.

This isn’t an off-the-shelf platform that’s been adapted to fit equity release - it’s designed from the ground up to streamline your entire advice process, from first enquiry to completion and beyond.

Built for Advisers & Their Support Teams

advisER is built for every role involved in the equity release process - advisers, admin staff, case handlers, finance teams, and triage specialists. It reduces manual work, keeps everyone in sync, and ensures each stage of the client journey runs smoothly.

Key features include:

Unified Client Records – All interactions, documents, and case details stored in one place, accessible 24/7 by authorised team members.
Lead-to-Application Workflow – Convert enquiries into applications in a few clicks, with data flowing directly into factfinds, research tools, and client documentation.
Real-Time Case Tracking – Always know where each case stands, with milestone updates and alerts for advisers and support teams.

Fully Integrated with TERN’s Ecosystem

advisER is the central hub connecting all of TERN’s digital tools:

Seamless Lead-to-Factfind Flow – Leads created in advisER have key details pre- filled and ready to launch a digital factfind instantly.
Direct Integration with Research Tool – Live product sourcing from up-to-date lender data.
Auto-Generated Compliance Documents – Including the Product Confirmation Letter (PCL).
Linked Client Portal – Instant, secure updates and document sharing with clients.

This integration means advisers, admin staff, case handlers, finance, and triage teams can progress cases faster, with minimal rekeying, fewer errors, and a smoother client onboarding experience.

Why advisER is Different

Purpose-Built for Later Life Lending – Designed by the team behind the UK’s No.1 whole-of-market equity release firm.
One Connected System – Lead management, factfind, research, documentation, client portal, and MI dashboards all in one place.
Efficiency at Every Step – Data flows automatically across tools, reducing duplication and freeing more time for clients.
Compliance by Design – Real-time checks and structured workflows keep every case audit-ready, and Consumer Duty aligned.
Scalable with Your Growth – From a single adviser to a multi-branch firm, advisER adapts to your business.

Key Benefits for Users:

One login, one workspace — no juggling systems.
Real-time case tracking and full pipeline visibility.
Faster onboarding for new clients and leads.
Minimal re-keying with integrated documentation.
Live MI insights for better business decisions.
Secure digital communications with clients.

With advisER, you’re not just managing cases — you’re running a smarter, faster, more compliant business that’s ready to scale.

“Joining TERN gave me the freedom to grow my business on my own terms. Their structure supports independence — but never leaves you on your own.”
TERN Adviser

Partner with a network that grows with you

Ready to scale smartER? Let's talk about what’s possible. Book a call today.