Twenty7tec ADVICE: CRM and sourcing for mortgage advisers

Twenty7tec ADVICE is the CRM and case management side of the Twenty7tec adviser ecosystem. Twenty7tec is already well known in UK mortgage sourcing, so ADVICE is most interesting where firms want research, compliance and case management to feel more connected.

The public product positioning is clear: ADVICE is a CRM for mortgage, protection and wealth advisers, with case management, compliance, client interaction and sourcing integration in one platform.

What ADVICE is trying to solve

The problem is tool overload. A broker may source in one place, track cases elsewhere, send client updates manually, collect documents by email and use another system for compliance records.

ADVICE aims to reduce that fragmentation by linking CRM, case management and product research. Twenty7tec's mortgage sourcing product also highlights pre-populated application data and CRM integration, which matters because rekeying is one of the most expensive hidden costs in broker operations.

Features to review

When assessing ADVICE, pay attention to:

• Case and enquiry management.
• Mortgage sourcing integration.
• Configurable workflows.
• Compliance audit trails.
• RMAR and management reporting.
• Client engagement and notifications.
• Commission and business management tools.
• Support for mortgage, protection and wealth workflows.

The product may be especially relevant for firms that already use Twenty7tec research tools and want to extend that workflow into CRM.

Who Twenty7tec ADVICE may suit

ADVICE may suit established firms, DA businesses and larger adviser teams that want a configurable CRM connected to sourcing. It may also fit businesses that need stronger management information and compliance oversight than a lightweight CRM can provide.

If your team already trusts Twenty7tec for research, the adoption conversation may be easier than moving to an entirely unfamiliar platform.

What to check before buying

Ask how much configuration is needed before go-live, how existing data is migrated, whether your preferred network or compliance model is supported and how advisers experience the system on busy days.

Also ask to see a real journey from client fact-find to sourcing, recommendation, application and follow-up. That is where the platform either proves its value or exposes gaps.

Bottom line

Twenty7tec ADVICE is a serious shortlist option for firms that want CRM and sourcing to work together. Its strength is likely to show when research data flows into case management without creating extra administration.