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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.
- Share directly with the Client with the click of a button in CloudTwenty7
- Branded with your colours and tone of voice
- Secure customer data capture
- Share documents between Adviser and Client
- Feed Client data back to your CRM using our RESTful API
- Automatically generate SOURCE results
- Client and Adviser notification
- Seamless and accurate data transfer all the way to APPLY
New features coming soon:
- Dynamic Form Builder to fit your data capture requirements
- Provide access via your B2C website, with in built sourcing
- Integrated with CloudTwenty7 Third Party tools
- Lead Generation and Adviser MI
Top class research platform for us mortgage brokers. Can’t believe I didn’t use them years ago. Love it
Rachel Evans
Google Review
Apply is a very important milestone in an exciting journey for us all, and I am delighted that MAB will be first to benefit from the integration with these lenders.
Peter Brodnicki
The Mortgage Advice Bureau
At Legal & General, we needed a partner that was equally dynamic and understood that retirement lending needs to meet these challenges: Twenty7tec was clearly that partner. It is a fantastic advancement to highlight the value of lifetime mortgages in this manner.
Steve Ellis
Legal & General Home Finance
By selecting Twenty7Tec, we feel we have given our members an accurate mortgage sourcing solution which in turn, helps manage client expectations and reduce an adviser’s time referring to underwriting guides or on the phone to Lenders.
Chris Tanner
HL Partnership
