The client can also securely upload documents which, alongside the customer data, transfer seamlessly into the relevant client record on the CloudTwenty7 platform. The adviser can also upload documents directly into CAPTURE for the client to access, such as the Initial Disclosure Document.
Learn MoreThe CloudTwenty7 SOURCE platform is a configurable web based application that enables users to search across and compare mortgage, equity release, secured and bridging loan products. SOURCE can be seamlessly integrated via API into third party systems and direct to consumer websites. The engine that powers SOURCE utilities significant amounts of lender criteria in determining appropriate product recommendations, helping deliver right first time recommendations for applicants.
Learn MoreOnce a user of SOURCE has selected the appropriate product, data relating to the client, property and product moves seamlessly to APPLY and subsequently onto the appropriate lender for submission via API, whether selecting a decision in principle or full mortgage application, all data relating to the client, selected product, case tracking, case notes and documents are all retained within the CloudTwenty7 ecosystem.
Learn MoreAll user activity within the CloudTwenty7 ecosystem is tracked by our INSIGHT application, and subsequently provided back for interrogation to intermediaries, lenders, funders, and government organisations. Insight uses a range of sophisticated data analytics to support detailed analysis of trends in mortgage demand and performance, as well as using AI driven tools to help predict future trends in lending.
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