WizSameWizSoft
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Related Products
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About
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products.
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About
WizSame reveals identical or similar records suspected as being duplicate in one data set or compares two data sets. WizSame can be used to find duplicate records in order to uncover errors and frauds such as: duplicate invoices for the same purchase as well as duplicate payments, duplicate entries for the same customer, employee, vendor, stock item etc. WizSame can reveal if an employee is also a vendor just by comparing the Vendor list with the Employee list. The CRM administrator uses WizSame to find existing customers in the new list of potential customers. WizSame reveals records in the new list that are identical or similar to records in the existing database. The user determines the matching criteria by defining for each field whether it is identical, similar or ignored. The user may define several conditions connected by the and or or operators to be added to the matching criteria.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mortgage advisers, wealth and protection advisors, and lenders who need a unified, end-to-end platform to manage sourcing, applications, client relationships, and analytics — to deliver efficient, compliant, and scalable financial advice
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Audience
Companies searching for an advanced CRM solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTwenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com
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Company InformationWizSoft
Founded: 1983
Israel
www.wizsoft.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
No info available.
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Integrations
No info available.
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