Twenty7Tec’s system combines mortgage sourcing with an application submission gateway.
The ‘Source’ module allows advisers to research and compare products, including mortgages, secured loans, and equity release. It integrates lender criteria and affordability calculators to refine results.
The ‘Apply’ module enables the direct submission of Decisions in Principle and full applications to a growing panel of lenders from a single platform. This process is designed to reduce re-keying of client data by integrating with adviser CRM systems.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
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