CAPTURE, powered by CloudTwenty7, is a powerful data and document transfer solution that enables the Adviser and the Client to collaborate and share information both pre and post Mortgage Appointment.
Empowering slicker client engagement, and capturing pre-qualified client data prior to the mortgage appointment, CAPTURE streamlines the entire mortgage advice process, leading to a better client experience, and a reduction in cost to serve.
From basic contact information to your full fact find and document transfer, CAPTURE can be used to create a client record within CloudTwenty7, that can be leveraged in both SOURCE and APPLY.