Deal Direct Integrate APPLY into their CRM.

Deal Direct have enhanced their integration with leading mortgage technology company Twenty7Tec by integrating with APPLY, enabling users of Deal Direct to submit applications to multiple lenders without the need to re-key data.

This integration will allow data to move freely from Deal Directs CRM system to Twenty7Tec’s CloudTwenty7 platform and the APPLY module. This will make Deal Directs fact find process simpler than it has ever been, helping advisers to apply for mortgages via Twenty7Tec.

Users can submit either decisions in principle or full mortgage applications to any lender connected to the APPLY system with supported functionality. APPLY streamlines the submission of mortgage applications to multiple lenders from one single platform, without the need to re-key client data. This creates a seamless two-way communication between customers, advisers, and the lender. Advisers can submit documents, case notes, and receive status updates all the way through to completion.

Gareth Davies, Director of Deal Direct, said: We have been looking forward to this integration going live for a long time and are really keen to use it to its fullest potential

We have successfully integrated multiple services into our platform and with the addition of Twenty7Tec’s APPLY API it will allow us to reduce the time & increase efficiency for both clients, advisers & lenders.

Nathan Reilly, Director of Lender Relationships, said: “I am delighted that Deal Direct have integrated with APPLY to support advisers in seamlessly submitting applications to lenders without the need for re-keying. This integration will be great news to advisers who are determined to offer the most effective and efficient service possible to their clients”.

About Deal Direct

Deal Direct are an independent UK mortgage broker where customer service is their top priority. Their experienced team act on your behalf to ensure you get the best mortgage options available to you. They help over 10,000 mortgage customers each year.

For more information about Deal Direct please visit https://apply.dealdirectfinancial.co.uk

 

 

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