Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 One Mortgage System (OMS)?
The One Mortgage System (OMS) is an all-encompassing cloud-based customer relationship management and mortgage processing platform developed specifically for the UK mortgage and protection industry by intermediaries, designed to enhance, automate, and centralize the client journey from the initial inquiry through to application submission and monitoring, effectively removing the need to re-enter information across various systems and saving intermediaries significant time on each case. This system provides a streamlined, customizable interface that securely manages client and application data in the cloud, incorporating features like encrypted document uploads, automated processes, and integrated sourcing capabilities that empower brokers to swiftly generate ESIS documentation, conduct credit checks, obtain up-to-date lender criteria, and assess protection products without the inconvenience of toggling between multiple applications. Furthermore, OMS includes strong integrations with a wide range of third-party services, such as sourcing, valuation, criteria, and credit bureaus, which allows brokers and lenders to receive prompt updates, notifications of decisions-in-principle, and maintain smooth communication. By facilitating greater collaboration among all stakeholders, OMS not only enhances operational efficiency but also significantly improves the overall client experience throughout the mortgage journey. As a result of its innovative offerings, the platform is indispensable for brokers aiming to elevate their performance in a competitive landscape, while also paving the way for future advancements in mortgage processing technology.
Integrations Supported
AlphaTrust e-Sign
Creditsafe
Dashly
Docusign
Experian Connect
GoCardless
Google Maps
Hometrack
HubSpot CRM
Microsoft Outlook
Integrations Supported
AlphaTrust e-Sign
Creditsafe
Dashly
Docusign
Experian Connect
GoCardless
Google Maps
Hometrack
HubSpot CRM
Microsoft Outlook
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
One Mortgage System
Date Founded
2017
Company Location
United Kingdom
Company Website
onemortgage.co.uk
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
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages