Twenty7tec offers both our award-winning SOURCE platform which is a sophisticated online search engine enabling advisers to search for Mortgage, Secured and Bridging loan products.
Alongside our practice Management and CRM solution FINPLAN Home which offers a comprehensive platform for the financial advice for Mortgages & Protection.
What does SOURCE do?
SOURCE analyses product, criteria and lender affordability in order to help advisers determine the most appropriate recommendation for their clients. SOURCE can be accessed via our platform, or seamlessly integrated into third-party systems or websites.
SOURCE enables the adviser to produce compliant documentation to support the advice process, from ESIS to Evidence of Research.
What are the benefits of using SOURCE?
As SOURCE is an online solution, it benefits from real-time product updates, ensuring advisers are always searching across the most up to date with regard to available products.
SOURCE combines all three areas of eligibility (product, criteria and affordability) within a single system, eliminating the need to re-key data into different search engines.
A comprehensive range of tools enables advisers to quickly filter search results depending upon client needs.
SOURCE can be integrated with an adviser's chosen CRM solution, reducing the need for re-keying of client data.
What is FINPLAN Home?
FINPLAN Home provides a customisable workflow that allows tailored fact-find screens to be configured within the system for each advice process, enabling a firm to build a unique fact-find across both Mortgages and Protection.
With third-party integrations covering all aspects of the advice process, from Mortgage sourcing and application to protection quotations across life and GI, FINPLAN Home supports advisers in delivering both appropriate advice and accurate information.
FINPLAN Home has at its heart our unique income-matching capability, enabling access to accurate and up-to-the-minute management information, and tracking of financial KPIs.
Cost
PMS users can get a SOURCE licence for £17.50 +VAT plpm.
FINPLAN Home Discounts available for PMS users, please contact us for a demo.
Contact Details
Phone: 01202553457
Email address: [email protected]
Address: Twenty7tec
7th Floor, Avalon,
Oxford Road, Bournemouth,
Dorset BH8 8EZ