You already trust RESEARCH to find the right mortgage for your clients.
The Steppl client portal brings configurable onboarding, secure communication and digital client engagement into the journey, while working alongside the systems and processes you already use.
Modernise the client experience without changing the way your firm works.
Steppl is Twenty7tec's configurable client portal, giving advice firms one place to welcome clients, capture information, share documents and communicate securely.
It creates an AI-enabled, branded digital experience around the way your business already operates, whether you use your own CRM, another platform or the wider Twenty7tec ecosystem.
You shouldn't have to replace the technology that already works for your firm to improve your client experience. Whether you use another CRM, an in-house platform or no CRM at all, the Steppl client portal works alongside your existing processes, giving clients a modern digital journey while you retain control over how your business operates.
Move away from emailed forms, extra phone calls, paper documents and disconnected processes with smarter configurable digital journeys that reflect the way your firm works.
Whether you're using another CRM, a bespoke platform or no CRM at all, Steppl fits into your existing processes without forcing you to replace the technology you already rely on.
Give clients one secure, branded place to complete tasks, upload documents and communicate with their adviser from desktop, tablet or mobile.
Create configurable onboarding journeys that reflect your advice process, guiding clients through the right tasks, documents and milestones from the very beginning. Every journey is tailored around the way your firm works to support your wider advice process.
Collect the information you need without asking clients to complete unnecessary forms.
Create configurable fact finds that reflect your advice process, ensuring clients only provide the information that you actually need. Client information is available directly within Steppl, or can be shared with your CRM through our open APIs, giving you the flexibility to work the way your business already operates.
Bring the services your firm relies on into your Steppl client portal.
Embed selected third-party services directly into Steppl, including Didit identity verification, Experian credit checks and Onteric AI document processing. Clients provide all their information in one place, while advisers benefit from a smoother process with fewer manual hand-offs and less switching between systems.
Apply your branding across invitations, communications and client journeys to create a professional, consistent experience that builds confidence from the very first interaction.
Instead of sending clients between different systems and generic portals, every touchpoint feels like an extension of your firm.
Bring messaging, document sharing and client updates into one secure environment.
Clients always know what happens next, while advisers spend less time searching inboxes or answering progress queries.
Steppl can work alongside the technology and processes your firm already uses, so you don't need to replace your existing setup to modernise your client experience.
And if you choose to connect more of your advice journey with Twenty7tec, Steppl forms part of the same configurable ecosystem as RESEARCH and ADVICE, helping connect client engagement, sourcing and advice workflows.
Your technology should fit the way your business works, not the other way around.
Whether you’re looking to modernise onboarding, improve communication or deliver a better digital experience, Steppl helps you create configurable client journeys that fit around the way your business already works.
Please fill in your details
"*" indicates required fields