System update announcement.

Our CloudTwenty7 ecosystem and it’s SOURCE, APPLY & INSIGHT modules are always evolving, continuing to keep up-to-speed with an ever changing market and continually adding value to our customers.

Our latest release includes the following changes:

 

 

Affordability – Integration to Allow Affordability Checks

Integration into MBT to allow user registration and case creation with data populated from CloudTwenty7.

Results Sort Order

Allow users to select and save their chosen column sort order in source results.

Remortgage Reason – HTB

Filter to allow users to source for applicants remortgaging to repay the Help To Buy deposit loan.

 

 

Lender Integration Document   

For each Lender, a PDF guide outlining how our Integration behaves and the functionality currently available, can be downloaded from the Lender Details page.

Company added to Applications Dashboard

When viewing APPLY > Applications, users with Company Admin permissions, will now be able to see the Company that the Adviser works for.

 

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