FinPlan

FINPLAN, powered by Velocity is cutting-edge advice software that enables you to increase efficiency, reduce costs and improve your client experience. Consisting of FINPLAN Wealth, FINPLAN Protect and FINPLAN Home, the software is fast, secure and easy to use, without imposing cumbersome practices on you and your colleagues.

FINPLAN has a comprehensive workflow management tool (Adviser, Administration & Compliance). We also have a full-suite electronic commission & fees reconciliation programme.

You can process & administer new business and control all aspects of your work, whilst helping to meet the compliance obligations of the Financial Conduct Authority (FCA). Transitory data between our Client Portal & FINPLAN means no rekeying and also mitigates the risk of errors.

module pictures
module pictures

Key features and benefits:

  • Comprehensive workflow management tool
  • Full reporting suite including RMAR reporting tools
  • Client data securely backed up to the cloud
  • Customisable Fact Find
  • Integrations to Source and iPipeline’s Solution Builder
  • Client Portal for secure messaging with your client
  • Integration with SmartSearch for Anti-Money Laundering checks
  • Links with providers to provide automated valuations of policies
  • Send documents to your clients for an e-signature

Top class research platform for us mortgage brokers. Can’t believe I didn’t use them years ago. Love it

Rachel Evans
Google Review
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
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
Legal & General

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
HLP

Twenty7tec are the market leaders for mortgage fintech. Whether it’s their broker experience products like the market leading APPLY platform for seamless broker/lender integration, or the timely, comprehensive market trend data from INSIGHT, Twenty7Tec can always be relied upon to deliver a first class product, superb client support, and an innovative and collaborative approach to solving market issues.

Alex Beavis
Head of Mortgage Products - Skipton Building Society
skipton-building-society

Nathan and his team provided us with bespoke training on Insight in August. The training was fantastic and the team helped us build reports that were relevant for us. Insight is a fantastic platform for lenders as it gives us real-time data showing how our products are performing with intermediaries. It helps with tranche management, estimating pipeline volumes, ESIS production, market trends, and search trends.

Insight not only helps with the monitoring of your products when live, it has recently helped us to better understand the high LTV market and has been used by our Propositions team to make more informed decisions. Insight helps us to feel confident in the decisions we are making.

Paula Mercer
Head of Residential & Commercial - Atom Bank
atom-bank

Virgin Money partnered with Twenty7Tec to revolutionise the mortgage process. Since going live with the APPLY module, we’ve been impressed by adoption levels across the pilot group and the efficiencies a fully integrated DIP and FMA journey has delivered.

We look forward to extending this functionality to further CloudTwenty7 users over the coming months and working with the Twenty7Tec team to make the process of searching, applying for and obtaining a mortgage simpler, faster and more efficient.

Nicola Goldie
Head of National Accounts at Virgin Money
virgin-money
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