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ease
features
design
support

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Description

CaseHUB is a cloud-based enterprise case management platform developed by Quinte Financial Technologies to help financial institutions streamline complex case workflows, improve compliance oversight, and reduce operational risk. The platform is designed specifically for banks, credit unions, fintechs, and CUSOs that manage high-accountability processes requiring strict documentation, regulatory controls, and audit readiness. CaseHUB centralizes case operations into one policy-driven system that replaces disconnected tools, spreadsheets, and manual tracking methods with standardized workflows and automated process management. The platform embeds regulatory timelines, compliance checkpoints, structured documentation requirements, and workflow orchestration directly into daily operational processes to ensure consistency and accountability across teams. Users gain real-time visibility into case ownership, service-level agreements, workflow status, escalations, and operational outcomes through centralized dashboards and reporting tools. CaseHUB also supports audit and examiner readiness by maintaining structured records, centralized audit trails, and standardized process documentation for compliance review and stakeholder reporting. An embedded feature called ServiceDESK helps improve operational efficiency by enhancing workflow automation, adoption, service management, and performance visibility inside the platform. The platform is part of Quinte Financial Technologies’ broader focus on intelligent automation and cloud-based solutions for the financial services industry.

Description

Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$10000
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Quinte Financial Technologies Inc

Founded

2019

Country

United States

Website

www.quinteft.com

Vendor Details

Company Name

Twenty7tec

Founded

2014

Country

United Kingdom

Website

www.twenty7tec.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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