B2b

Lenders and Brokers

Understand the cost and benefits of removing carbon

We create multiple energy efficiency plans with detailed costs for making your clients properties more energy efficient. Our “With You All The Way™” retrofit advisory and compliance service provides your borrowers with guaranteed protections and benefits.

We are a licensed TrustMark Scheme Provider.

Our Net Zero Retrofit Framework is delivered by qualified Retrofit Assessors and Retrofit Contractors.

Carbon is now the 6th credit risk

We provide a complete solution for setting carbon budgets, creating marketing campaigns, engaging with borrowers and selling green mortgages.

Evidence based home carbon assessments

Our service has been developed in conjunction with industry experts, leading academics and TrustMark. Our in-the-cloud software provides a powerful set of tools for assessing the condition and carbon output of properties on your loan book. The service is fully integrated with RetroPlanner - a FREE service you can provide for your borrowers to develop their own costed energy efficiency plans.

Quality Assured Retrofits For Borrowers 

Lenders must act to deliver good outcomes for borrowers and avoid foreseeable harm – We help you meet your Consumer Duty obligations.

Risk

The Every Home Counts report identified major consumer risks when implementing energy efficiency measures. That is why we take a whole home approach to providing independent advice and overseeing every stage of a home improvement plan.

Finance

Homeowners need access to green finance when implementing a home improvement plan. We act as an independent advisor to the consumer on their home retrofit project. We also work with their financial advisor or lender on how much it will cost.

Quality

The market is structured around single measure interventions leaving consumers exposed to unknown risks. PAS2035 Coordinators prepare a Request for Proposal, evaluate supplier responses and assist with arranging contracts.

Compliance

Compliance is at the heart of our service. Qualified retrofit experts provide coordination services throughout the project and review compliance data. We perform onsite compliance checks and our service includes 12 months energy monitoring.

With You All The Way Retrofits

We advise your clients on making the right retrofit decisions.

Retrofit Manager for Lenders

A climate change risk assessment, risk mitigation and retrofit compliance service.

Portfolio Dashboard

Using SAP modelling software, the Portfolio Dashboard provides different profiles of a property portfolio, from the age of the housing stock or property type through to which properties reside in a conservation area. Every property is allocated a current or estimated EPC enabling us to give you visibility of total carbon exposure, as well other metrics such as EIR rating and absolute carbon emissions. We provide the data and tools required to take the carbon risk out of your portfolio.

Marketing Dashboard

Marketing Dashboard allows you to understand the type and cost of retrofit measures and their impact on a properties carbon and EPC rating. You can filter the data by property type, EPC grade, retrofit measure, location, and more to create powerful infographics. Use the data to understand the green lending opportunity and impact retrofitting can have on your EPC profile and carbon emissions. Save your filter settings and create a marketing campaign which can be monitored for cost effectiveness.

Performance Dashboard

At anytime understand where your borrowers are in the Retrogreen service journey. Compare forecast carbon savings against actuals and make any adjustments required to keep within budget. Our powerful pre and post retrofit performance reporting tools allow you to understand the effectiveness of your marketing campaign and our “With You All The Way™” retrofit services. Now you are in control of identifying and mitigating climate change risks from your portfolio.

Pricing

Call for pricing information or submit a request

Our Benefits

Meet your Consumer Duty obligations by using our professional services to take the risk out of a complex problem.

Professional Retrofit Advice

Risk Based Decisions

TrustMark Consumer Protections

Higher Quality Assets

Compliance & Verification

Pricing

Call for pricing information or submit a request

Home Retrofit For Brokers

We advise your clients on making the right retrofit decisions.

RetroPlanner

Upload your client address list and we will create a costed energy efficiency improvement plan for every client property on your book. Our Home Retrofit App allows you to collaborate with your client on developing a financial plan for improving energy efficiency. It is also an ideal tool for Landlords to improve the EPC rating of their properties.

RetroAssure

A qualified assessor visits the property and collects all the information required for one or more of our TrustMark registered installers to quote for the work. Our qualified retrofit consultant will discuss the supplier responses with your client. They will also help with providing any information required for supporting a loan application.

RetroVerify

Our Retrofit Coordinator acts on behalf of the client. They enforce the lodgment of compliance documents and ensure any faults identified by our post installation assessor are passed to the Retrofit Contractor for corrective action. On completion we issue an EPC certificate and a report comparing actual performance against the original digital model.

Pricing

Choose the Pricing Plan which is the best fit for your business activity. Free Trial users can only save 2 Retrofit Plans per property. You can cancel your monthly subscription at anytime with immediate effect. All prices exclude VAT.

basic

Free

User / Month

25 unique client addresses (up to)
Single property address for each client
EPC generator for homes without an EPC
View property details
View different energy efficiency pathway plans

agent

£9.95

User / Month

125 unique client addresses (up to)
Single property address for each client
EPC generator for homes without an EPC
View property details
View different energy efficiency pathway plans
Create and manage groups

COLLABORATE

£14.95

User / Month

250 unique client addresses (up to)
Single property address for each client
EPC generator for homes without an EPC
View property details
View different energy efficiency pathway plans
Create and manage groups
View workflow states and client actions
View information on different funding schemes

ENTERPRISE

Custom

User / Month

Unlimited client addresses
Single property address for each client
EPC generator for homes without an EPC
View property details
View different energy efficiency pathway plans
Create and manage groups
View workflow states and client actions
View information on different funding schemes
Retrofit Manager
API Integration

Our Benefits

Meet your Consumer Duty obligations by using our professional services to take the risk out of a complex problem.

Professional Retrofit Advice

Risk Based Decisions

TrustMark Consumer Protections

Higher Quality Assets

Compliance & Verification

Pricing

Call for pricing information or submit a request

Our Benefits

Meet your Consumer Duty obligations by using our professional services to take the risk out of a complex problem.

Professional
Retrofit Advice

Risk Based
Decisions

TrustMark Consumer
Protections

Higher Quality
Assets

Compliance &
Verification