Customise your research around the needs of the client
Start the advice journey in product, criteria or affordability - whatever you believe is most appropriate.
Trusted by over 15,000 mortgage advisers every day, RESEARCH is the mortgage sourcing platform from Twenty7tec that gives advisers control over the product selection and application process.
Start the advice journey in product, criteria or affordability - whatever you believe is most appropriate.
Use tailored filtering, near miss tolerances, true cost preferences and rejected product reasoning to narrow down options quickly and effectively.
Use the Multi-Term Calculator to generate side-by-side comparisons across different mortgage terms and loan amounts in seconds.
Review mortgages alongside secured loans, bridging and equity release, moving quickly from initial research to focused recommendations.
Through our two-way open API, connect mortgage sourcing to client onboarding, CRM and application workflows through deep and orchestrated integrations.
Apply directly to lenders without rekeying
Once you’ve found the right product, APPLY helps you move straight into submission.
Avoid re-entering information across multiple systems by applying directly to participating lenders from within RESEARCH itself.
Apply directly to your chosen lender from within the platform for both Decisions in Principle and Full Mortgage Applications.
Reuse information already captured during sourcing rather than manually entering the same data again.
Reduce the risk of errors caused by duplicate data entry across disconnected systems.
Move from recommendation to application within one connected workflow, helping advisers and administrators work more efficiently.
See why we are trusted by over 15,000 advisers every day.
Stay on top of changing market conditions
Mortgage recommendations are made in a constantly changing market.
ADAPT helps advisers monitor product changes automatically and identify when recommendations may need to be reviewed.
Monitor market changes without manually checking product updates across multiple lenders.
Receive highly configurable notifications when products change or market movements may affect recommendations.
Identify potential changes that could impact clients before opportunities are missed.
Stay informed and responsive while maintaining full control over the recommendation process.
Twenty7tec are a key partner of ours and deliver reliable, accurate data which helps us source the right products for our clients. It's refreshing to work with a business which has innovation at its heart, rather than being satisfied with being the market leader, and their new ADAPT product helps save us a significant amount of time whilst protecting the advice we've previously provided.
Configure outputs such as Evidence of Research, Illustrations, Criteria and Affordability while locking settings such as document wording, layouts and fee routes across the business.
Present clients with clear charts and comparison views showing monthly payment differences, interest rate changes and total borrowing costs.
Help clients understand the impact of mortgage overpayments instantly. Model how additional monthly payments or lump sum contributions could reduce mortgage terms, lower overall interest costs and improve long-term affordability outcomes.
Access integrated property insights through WhenFresh and Hometrack directly within the sourcing journey. View property and valuation data in context to support faster, more informed recommendation decisions.
Connect seamlessly into LMS to support a smoother transition from mortgage recommendation through to conveyancing and completion.
Generate a single compliant comparison document ready to share directly with clients, reducing admin while supporting transparent, evidence-based advice.
Apply role-based controls to define defaults, permissions and outputs across your organisation.
SPEAK TO TWENTY7TEC
See how a configurable sourcing platform can support the way your advisers research, compare and apply.
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