focus:360 adviser
focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform, it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products, focus:adviser, focus:client, focus:broker and now:advise, each of which have been designed to support specific distribution channels. focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice, some of our customers have seen first-time case checking success jump from 45% to 100%. At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with.
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Twenty7tec
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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iZone
Our software will take you through from deal generation to mortgage completion across 1st charge mortgages, second charge mortgages and short term bridging and development finance. Integrations with credit agencies and more. Adviser led software that uses a robust and compliant platform but is service and sales led. Covers all forms of mortgages and insurance. Integrations with sourcing systems and more. Offers the ability to manage a portfolio of debts for clients as per a debt management plan or equivalent. Full client and lender management platform with document management and other features. Use the tools available to lenders, financial services brokers and other customers to manage your case and client load whilst looking after your sources of business. A flexible but powerful tool. Layered database structures allow Master Broker, Packager or Distributor level access with differentiated functionality.
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One Mortgage System (OMS)
One Mortgage System (OMS) is a cloud-based CRM and mortgage processing platform designed by intermediaries for the UK mortgage and protection market to simplify, automate, and centralize the entire client journey from initial enquiry through application submission and tracking, eliminating the need to re-key data across multiple systems and saving intermediaries several hours per case. OMS provides a single, customizable hub that manages client and application data securely in the cloud with encrypted document uploads, automated workflows, and integrated sourcing so brokers can instantly generate ESIS documentation, conduct credit searches, access up-to-date lender criteria, and compare protection products without switching tools. Its powerful integrations with a wide network of third-party providers, including sourcing, valuation, criteria, and credit bureaus, brokers, and lenders, receive real-time updates, decision-in-principle responses, and communication flows.
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