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SOURCE powered by CloudTwenty7 is a sophisticated search engine for mortgage, equity release, secured and bridging loan products.
SOURCE analyses product, criteria and lender affordability in order to determine the most appropriate product recommendation, helping deliver right first time recommendations for applicants.All results are displayed on one single screen, regardless of which area of eligibility is considered first.
As SOURCE is a live online platform, it benefits from real time product updates, ensuring the data being used is always the most relevant and up to date. The system can be easily configured to meet the needs and requirements of users at both company and individual levels.
SOURCE can be accessed via CloudTwenty7 itself, or seamlessly integrated into third-party systems or websites.
Key Features:
- Product, Criteria and Lender Affordability Calculations, all on one single results screen, from one single set of client data.
- Customisation of panels, functionality as well as look and feel of the system
- Mortgage, secured loan, bridging and equity release products available
- Cloud based, auto configures based upon the device being used
- Produce compliant documentation to support the advice process, from ESIS to Evidence of Research
- API integration available into CRMs, Websites and Apps
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
