Twenty7Tec provides a technology platform that streamlines the mortgage application process by integrating data sourcing, application submission, and performance analytics for mortgage advisers and lenders. This solution reduces manual data entry and enhances operational efficiency, enabling financial professionals to deliver faster and more accurate services to their clients.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage advisors and lenders face challenges in efficiently managing the complex mortgage application process due to manual data entry, disparate systems, and the need for real-time access to product and lender data. This can lead to increased operational costs, slower processing times, and potential inaccuracies in advice.
Solution
Twenty7Tec offers a unified technology platform designed to streamline the entire mortgage advice process, from initial lead generation to application submission and performance analytics. The platform integrates various tools, including a mortgage sourcing system, a CRM, B2C solutions for lead engagement, and data analytics, into a single ecosystem. This integration reduces the need for manual data entry, enhances team collaboration, and ensures compliance at every stage of the advice journey. By providing real-time access to product data, lender criteria, and affordability checks, Twenty7Tec enables advisors to deliver faster, more accurate, and compliant recommendations. The platform also supports lenders by facilitating product distribution, analyzing performance, and enabling targeted advertising.
Target Audience
The primary target audience includes mortgage advisors, wealth advisors, protection intermediaries, and lenders seeking to streamline their operations, enhance compliance, and improve client engagement.
Features
- Mortgage sourcing tool combining product availability, affordability checks, and lender criteria
- CRM connecting clients, cases, communications, and compliance
- B2C tools for lead generation and qualification through website integration and real-time affordability checks
- Data analytics for tracking client outcomes, advisor activity, and business metrics
- Automated compliance features for linking advice outcomes to fact-find records and meeting Consumer Duty requirements
- Seamless regulatory reporting with real-time access to audit trails and automatic generation of MI for RMAR and board reporting
- Integration with multiple partners for enhanced data and process automation
- End-to-end case management capabilities