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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Company Information

Twenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com

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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?
Q: What languages does Twenty7tec support in their product?
Q: What kind of support options does Twenty7tec offer?
Q: What type of training does Twenty7tec provide?

Twenty7tec Product Features

Financial CRM

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

Financial Services

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