Knight Frank Finance selects FINPLAN Home from Twenty7tec as new end-to-end mortgage CRM platform
Knight Frank Finance, one of the UK’s leading independent mortgage advice firms, has selected FINPLAN Home, the new end-to-end mortgage CRM platform from Twenty7tec, to power their advice proposition for the long term.
FINPLAN Home provides a comprehensive platform for the provision of financial advice for mortgages and protection, offering customisable workflows, deep third-party integrations for product selection and application, and a unique income matching capability enabling access to accurate and up-to-the-minute management information and tracking of financial KPIs.
The team at Knight Frank Finance were migrated to FINPLAN Home in the second half of 2023 and are already using the new platform.
Simon Gammon, Managing Director of Knight Frank Finance, commented, “Having completed extensive market research, we’re delighted to have selected Twenty7tec and FINPLAN Home. It has been an extremely collaborative process as we needed to be sure that the system could develop and grow to meet our future ambitions. Everything we have seen from James and his team convinces us that we have made the right decision.”
James Tucker, CEO of Twenty7tec, commented: “We are delighted to have been selected by Knight Frank Finance to provide our powerful new mortgage CRM platform to their business, and we look forward to working ever more closely with Simon, Tim and the team in the months and years ahead”.
Tucker continued, “We are continuing to invest heavily in developing FINPLAN Home into the premium CRM platform in the UK mortgage market, and this announcement further exemplifies the strong user growth that we have seen through 2023”.
About Knight Frank Finance:
Knight Frank Finance LLP is a leading provider of mortgage and insurance advice, offering UK and international financial services. Knight Frank’s dedicated property financing and mortgage broker arm has access to over 180 providers, offering a suite of products including residential mortgages, new homes finance, specialist lending and borrowing into retirement. For further information please visit www.knightfrankfinance.co.uk.
