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

About 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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Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Twenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com

Videos and Screen Captures

Twenty7tec Screenshot 1
Twenty7tec Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Twenty7tec Frequently Asked Questions

Q: What kinds of users and organization types does Twenty7tec work with?
Twenty7tec works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Twenty7tec support in their product?
Twenty7tec supports these languages: English.
Q: What kind of support options does Twenty7tec offer?
Twenty7tec offers support via phone support and online.
Q: What type of training does Twenty7tec provide?
Twenty7tec provides training in the form of documentation and live online.

Twenty7tec Product Features

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

Financial Services

Performance Management Not Supported
Risk Management Not Supported
Compliance Management Not Supported
Analytics Not Supported
Channel Management Not Supported
Customer Engagement Not Supported
Branch Optimization Not Supported