Hello,

We wanted to share how Twenty7tec can help you not only streamline more complex mortgage searches but also transform how you manage your clients.

Twenty7tec’s combined sourcing and CRM solution is designed to save you time, improve accuracy, and boost client satisfaction by seamlessly integrating powerful tools into one platform. And if you book a consultation before the end of this year, you’ll secure it at a discounted price.

Here’s how it works:

1. Comprehensive Mortgage Sourcing

Easily tackle even the most specific and complex criteria searches, such as:

Applicants on a VISA: Understand lender requirements and identify qualifying options.
Joint Borrowers, Sole Proprietor Applications: Know when and under what circumstances these applications are acceptable.
Non-EU, EEA, and Non-UK Foreign Nationals: Access lenders and their conditions for supporting international clients.

2. Powerful Client Relationship Management (CRM)

Twenty7tec’s CRM works together with their sourcing platform to simplify every stage of the client journey:

Centralised Client Data: Store, manage, and access all client details and case information in one place.
Automated Workflows: Eliminate repetitive admin tasks with automated updates, reminders, and real-time data syncing.
Integrated Reporting: Track progress, monitor compliance, and generate reports with ease—all from a single dashboard.
Seamless Sourcing Integration: Quickly transfer data between CRM and sourcing, reducing duplication, re-keying and improving efficiency.

Exclusive Offer to Prepare for 2025

Book in a free consultation by 31 December 2024, for January- 1 March 2025, and lock in these special rates:

Combined CRM and Sourcing Solution: £70+VAT per user per month*
Sourcing Platform Only: £22+VAT per user per month*

This is your opportunity to future-proof your business, simplify processes, and provide a standout experience for your clients in 2025 and beyond.

Kind Regards,

The Twenty7tec Team

*Terms & Conditions apply

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