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ease
features
design
support

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Description

IQProspects serves as a user-friendly CRM growth engine designed specifically for banks and credit unions, enhancing sales and service efforts. Top commercial bankers spend a significant portion of their day engaging with customers and potential clients, and now there's a solution that facilitates relationship-building even while on the go. With the Quest Analytics mobile applications, productivity is maximized outside the office, allowing bankers to stay connected and efficient. IQProspects meticulously tracks every phase of the loan process, from initial opportunity to underwriting and ultimately to closing. If delays in loan processing are an issue, the customizable workflow within IQProspects streamlines operations to ensure loans are completed swiftly and accurately. The journey begins with identifying a prospect, and Quest monitors progress throughout this entire process. In addition, IQProspects introduces new marketing event management features that enable institutions to effectively oversee each golf outing, charity event, or any other marketing initiative aimed at strengthening relationships, providing a comprehensive toolset for modern banking. This innovative approach not only enhances productivity but also fosters deeper connections with clients and the community.

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

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqprospects

Vendor Details

Company Name

Twenty7tec

Founded

2014

Country

United Kingdom

Website

www.twenty7tec.com

Product Features

Financial CRM

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