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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 IQProspects?

IQProspects is a streamlined CRM growth engine tailored for banks and credit unions, aimed at improving sales and service capabilities. Given that top commercial bankers dedicate much of their time to interacting with customers and potential clients, this platform offers a solution that promotes relationship-building, even when they are away from the office. The Quest Analytics mobile applications significantly boost productivity outside traditional work environments, allowing bankers to maintain connections and efficiency seamlessly. IQProspects diligently monitors every stage of the loan process, from the initial opportunity through to underwriting and final closing. For those facing challenges with loan processing delays, the customizable workflow in IQProspects optimizes operations, ensuring that loans are processed both quickly and accurately. The process starts by identifying a prospect, and Quest tracks the progression throughout this entire journey. Furthermore, IQProspects includes new marketing event management functionalities that empower institutions to manage various initiatives—such as golf outings, charity events, or other marketing efforts—aimed at enhancing relationships. This comprehensive toolset not only improves productivity but also cultivates stronger bonds with clients and the wider community, ultimately redefining how banks and credit unions engage with their stakeholders. By integrating these features, IQProspects positions itself as an essential partner in the evolution of modern banking practices.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Quest Analytics

Date Founded

2001

Company Location

United States

Company Website

www.quest-analytics.com/iqprospects

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

Financial CRM

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

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