RESEARCH

Fast, accurate product sourcing — all in one place

Sleuthing made easy

Our RESEARCH solution simplifies the mortgage search process with precision tools and real-time lender data. Built to meet the needs of today’s mortgage intermediaries, our sourcing functionality combines speed, compliance, and configurability — helping you deliver the most suitable recommendations with confidence.

Offering holistic research across customer eligibility, including product, criteria, and affordability — it creates a full 360-view of every available option, while reducing admin and increasing accuracy.

Built for today’s advice process

Whether you’re sourcing mainstream mortgages or specialist products, our solution equips intermediaries with everything needed to deliver smarter, faster advice.

Compare mortgage products instantly

Our sourcing engine is designed around how real advisers work today. It doesn’t just support product search — it transforms the entire journey:

Fast, filterable search results using lender-specific criteria and product configurations
Affordability-based sourcing across residential, BTL, and specialist lending
Advanced filters for incentives, schemes and capturing more complex requirements
Integrated lender decisioning and DIP submissions
Instantly generate ESIS and Evidence of Research reports
All activity is captured in a full audit trail for compliance assurance

Digital applications with pre-populated data

Our platform includes a product application tool, allowing advisers to submit mortgage applications directly to most major lenders, with real-time status tracking.

You’ll benefit from:

Pre-populated application forms using CRM & sourcing data
Seamless submission to lenders, including Decision in Principle (DIP)
Application status updates from within the same interface
Reduced data re-keying and administrative friction

Integrate with the tools you use

Our sourcing solution can be accessed via our platform or fully integrated with your CRM or third-party system, ensuring one connected journey from client onboarding to recommendation and application submission.

Syncs with CRMs to eliminate re-keying
• Embeddable into third-party platforms
• Keeps advisers in a single, unified workflow

Find the right product, first time

Key capabilities

Holistic product research

Up-to-date product details

Supports Consumer Duty

Fully synced with our CRM

Oversight of lender criteria

View of product availability

Advice & sourcing audit trail

Easier submissions

Search across the whole market or custom lender panels

Filter by lender criteria, affordability and property type

Seamless integration, smarter advice

Our sourcing solution works brilliantly with a wide range of CRMs and tech platforms — but to truly unlock its full potential, pair it with the Twenty7tec CRM. Together, they create a unified, intelligent ecosystem that supports every stage of the advice process. By combining our CRM with the sourcing solution, you’ll benefit from a streamlined, end-to-end workflow that reduces risk, saves time and strengthens client conversations. Sourcing results flow directly into client cases, fact-finds and recommendations are shared seamlessly across your team and you can connect effortlessly with lender portals, digital ID tools and income verification systems. Plus, client communications and document capture can be triggered automatically — all from one powerful platform.

Find out more