CAPTURE is a powerful data and document transfer solution that enables the adviser and client to collaborate and share information both pre and post mortgage appointment.
Empowering slicker client engagement, and capturing pre-qualified 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.
In a world where data security is becoming increasingly important, CAPTURE supports the secure transfer of both data and documents from your client, directly to your CloudTwenty7 account.
CAPTURE is the latest development in our goal to make the process of searching, applying for, and obtaining a mortgage, simpler, faster and more efficient.
Contact your Twenty7Tec account manager for more details.