Air Sourcing

Owned by Stephen Tinnion
Last updated: Oct 04, 2022 by Angus Mundin (Unlicensed)
2 min read

The following guide will walk you through the process of enabling and using Air Sourcing within your finvoa CRM

Introduction

Air Sourcing is used as an Equity Release sourcing system

You will need to hold an account with Air directly to use this Integration

Setting up the CRM for Air Sourcing

  • Notify finova Support of your intention to use Air Sourcing

  • This will enable the Equity Release option in within your ‘Edit Your Details’

  • Enter your Username and Password

 

Beginning the Integration

  • Access the product and choose Mortgage from the footer bar

  • Select AiR Sourcing

 

 

Sourcing Setup

  • Specify the product required within the pop-up window and ‘Continue’

 

Trouble Shooting

An error occurred. Please try again later or contact support: Unable to process event subscription request (Unable to Process Event)

 

This can occur when the password does not match the online password. AiR-Sourcing advise a password reset to refresh both online and the integration.

You can perform this action using the following link:

Air Sourcing :: Sourcing system for Equity Release and Retirement Lending

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