Twenty7tec launches new CRM solution, FINPLAN Home, for Mortgage Advisers

In the press today:

Twenty7tec, the leading advice tech business in the UK mortgage market, has today announced the release of FINPLAN Home, a new web-based CRM solution for mortgage advisers. 

FINPLAN Home is the latest FINPLAN CRM solution, used by over 2,000 advisers and acquired by Twenty7tec following its purchase of Bluecoat Software in 2022. With this release, Twenty7tec has updated and significantly invested in improving the system, with an array of new features and functionality designed to make FINPLAN Home the premium CRM solution for the mortgage market. 

FINPLAN Home offers third-party integrations for ID&V, protection and GI quotations, and eSignatures, and is tightly integrated with Twenty7tec’s own mortgage sourcing module, SOURCE. Further, FINPLAN Home will have a deep integration with APPLY, which enables users to submit mortgage applications seamlessly to 13 lenders from within FINPLAN Home, including Halifax, Nationwide, Barclays, Santander, Virgin, Skipton, Accord, TSB, Leeds, Kensington and others.

It will also shortly be integrated with COMMUNICATE, the leading digital marketing platform for advisors, enabling advice businesses to drive inbound leads and manage outbound communication to both existing customers and prospects across multiple communication channels.

Existing FINPLAN users will be migrated to the new solution imminently, whilst new customers will move straight onto FINPLAN Home when onboarded. 

James Tucker, CEO of Twenty7tec, says: “This launch is the final piece of the puzzle in giving mortgage advisers every technology they need to run their business. From CRM to sourcing, application, integration and digital marketing – we offer it all in one place, and we’ve tightly integrated the systems so that mortgage advisers have no fuss access and complete flexibility and freedom as to where and when they access it. 

“We’re very proud to deliver a truly unique and valuable solution to our customers, and we’re excited about the possibilities this provides.”