Twenty7tec 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.

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Company Details

Company:
Twenty7tec
Year Founded:
2014
Headquarters:
United Kingdom
Website:
www.twenty7tec.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

Twenty7tec Features and Options

Financial Services Software

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

Financial CRM Software

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

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