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What is Twenty7tec?

Twenty7Tec operates as a fintech platform that modernizes and digitizes mortgage, wealth, and protection advisory processes for both financial advisers and lenders. Central to its offerings is CloudTwenty7, which includes a wide array of modular tools that feature mortgage and loan sourcing, application submissions, customer relationship management (CRM), consumer engagement tools, and sophisticated data analytics. With this platform, advisers can effectively search and compare various mortgage products such as secured loans, bridging loans, and equity release options according to specific lender criteria and affordability assessments. Additionally, the application module streamlines the submission process for Decisions in Principle and complete mortgage applications, significantly minimizing repetitive data entry and the challenges of operating within multiple systems. It also offers features for client case management, enhanced communication, and compliance assurance. Beyond these functionalities, Twenty7Tec supplies lenders and product providers with insightful analytics, product distribution options, and marketing tools to effectively showcase their mortgage offerings. Consequently, this all-encompassing strategy positions Twenty7Tec as an essential contributor to improving the efficiency and efficacy of financial services within the mortgage industry. The combination of these advanced tools and analytics not only facilitates smoother operations but also empowers advisers and lenders to better serve their clients.

What is DLS Financials?

DLS Financials provides cost-effective banking software tailored for non-profit organizations, facilitating the efficient management of savings and loan accounts in line with user workflows. The platform allows users to personalize their experience by generating custom drop-down lists for swift completion of fields. It includes features aimed at helping parishes maintain financial health by avoiding excessive debt, thereby promoting overall stability. Additionally, DLS Financials enables the integration of various documentation such as spreadsheets, emails, images, and PDFs, linking these to specific accounts or transactions for easy retrieval. Users can automate transactions for recurring events, which significantly eases the burden of financial management. The software's global functions permit users to perform extensive tasks with just a single click, enhancing usability. DLS Financials is highly versatile, accommodating a wide array of user needs and offering various configurations and default settings. Furthermore, users have the option to request additional management reports, functionalities, and features, ensuring the software is fully aligned with their operational requirements and leading to a more tailored banking experience. This adaptability not only streamlines financial processes but also makes DLS Financials an invaluable resource for organizations aiming to enhance their financial management strategies. Overall, the software stands out as a comprehensive solution that meets the dynamic needs of non-profit organizations.

Media

Media

Integrations Supported

AccuFund
Blackbaud Financial Aid
CYMA Payroll Software
Microsoft Dynamics 365
Microsoft Dynamics GP
Sage Intacct

Integrations Supported

AccuFund
Blackbaud Financial Aid
CYMA Payroll Software
Microsoft Dynamics 365
Microsoft Dynamics GP
Sage Intacct

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$2,500 for 4 years
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Twenty7tec

Date Founded

2014

Company Location

United Kingdom

Company Website

www.twenty7tec.com

Company Facts

Organization Name

The Computer Department Inc

Company Location

United States

Company Website

www.dls-financials.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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