ADAPT

Beat the Market Turbulence

In an unpredictable market, being a proactive adviser isn’t just an advantage – it’s a necessity. When global instability drives rapid lender shifts, ensure you have the right tools to ensure your clients are never left in the dark.

ADAPT is a powerful market surveillance tool within RESEARCH that monitors and alerts you to product changes within the mortgage market. Configurable to your needs and tolerances, ADAPT helps you stay ahead of the changes, enabling you to source new product solutions for clients before they call.

What is ADAPT?

NEW UPDATES

PRECISION TOOLS FOR A VOLATILE MARKET

To help you cut through the noise and act decisively, we’ve launched major granular monitoring enhancements to ADAPT for RESEARCH:

CUSTOM RATE THRESHOLDS

Set a specific Tolerance (%) so alerts are only triggered when a rate move genuinely matters to your case.

TARGETED TRACKING

Monitor Rate INCREASES and Rate DECREASES separately to instantly identify direction of travel and respond to market opportunities.

PRECISION CRITERIA

New Change Type filters make it easier to align criteria shifts with specific mortgage types for more accurate monitoring.

ZERO NOISE

ADAPT now only triggers notifications when the market matches your exact configuration, helping reduce admin and keep attention on advice.

ADVISER AUTONOMY

Individual advisers can manage their own opt-in / opt-out email notification preferences for greater control and flexibility.

CENTRALISED API MANAGEMENT

Admins can toggle features on or off via API within the cloud administration section, supporting firm-wide consistency and control.

Why ADAPT is an essential adviser tool?

When complex client circumstances and challenging economic conditions arise, ADAPT gives you the competitive edge to:

  • Safeguard your pipeline: Continuous tracking ensures that sudden product withdrawals or rate hikes don’t disrupt pending applications.

  • Build ‘Client for Life’ Trust: By the time your client calls you, you’ve already seen the change and sourced the alternative.

  • Eliminate Manual Rework: Stop wasting hours on manual re-checks; let ADAPT’s automated monitoring do the heavy lifting for you.

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