Key Benefits

• APPLY streamlines the submission process by acting as the single point of transmission for all data and documentation relating to a mortgage application.
• When integrated with an advisers CRM system, APPLY significantly reduces the need to re-key data as part of the application process, increasing accuracy and reducing time spent on data entry.
• APPLY supports a consistent user journey for mortgage applications eliminating the need for advisers to learn other systems.
• Through the provision of case updates, APPLY gives advisers a single view of the progress of all mortgage applications submitted for their clients via APPLY.
• APPLY supports adviser administrators in submitting applications on behalf of their advisers, providing a full record of all actions taken during the processing of the case by both advisers and their support staff.

Key Benefits

• INSIGHT enables lenders to analyse in real-time, key demand trends within the UK mortgage market
• With a clear understanding of demand, INSIGHT supports lenders in positioning their current mortgage product range to help maximise lending volumes.
• By tracking competitor activity within INSIGHT, lenders can better understand the impact on their own business.
• Lenders can use INSIGHT to perform predictive modelling for new product launches, based upon an extrapolation of current demand trends.
• Data from INSIGHT can be exported and combined with other third-party data sources, providing lenders with a single view of the market.

Key Benefits

• Increase your brand awareness across wealth, mortgage and protection markets.
• Deliver specific marketing messages, such as new product launches, to the widest possible adviser community, including some of the biggest names in wealth and mortgages.
• 3 million page views per month across 17,000 adviser users, ensuring maximum visibility for all advertising campaigns.
• Simple to schedule, book and deliver campaigns, requiring minimum effort on the part of advertisers.
• Recieve reporting that enables you to assess both the reach and success of your advertising campaigns.

Key Benefits

• Inbound lead generation tools powered by COMMUNICATE support early digital engagement, helping to enhance conversion rates from leads to prospects.
• COMMUNICATE supports outbound campaigns across an array of channels, meaning advice businesses can deliver the right message via the right medium, at the right time.
• Message templates are built into COMMUNICATE so advice firms can utilise these without needing to commit time and effort to create templates from scratch.
• Contact strategies can be automated based on client circumstances i.e. COMMUNICATE can automatically contact clients with fixed mortgage rates expiring, or at the start of the new tax year for ISA investment, and prompt them to engage with their adviser.
• Artificial Intelligence (AI) delivered as part of COMMUNICATE will qualify, triage and direct prospects/customers as part of the advice process, maximising ROI for advisers from each client contact.

Key Benefits

• Product data stored in MAGNUM is displayed via SOURCE to up to 17,000 advisers daily, ensuring lenders reach the widest possible audience with their product range.
• The Twenty7tec data team work with lenders to maintain the product data stored in MAGNUM, ensuring it is always up to date.
• By providing product updates in excel format, MAGNUM can support the automatic update of product information without the need for manual intervention, ensuring timeliness and accuracy of information.
• By providing the deepest possible set of product information, lenders can help advisers find the right product for their clients the first time around.
• Product data stored in MAGNUM is also tracked via INSIGHT, enabling lenders to identify trends in product information changes across the whole market.