Online sourcing system provider Twenty7Tec Group and CRM solutions firm 360 Lifecycle have agreed to a software partnership initiative.
The partnership will see users of the 360 Lifecycle CRM system able to access fully integrated mortgage sourcing and KFI production from within the 360 system, powered by MortgageSource from Twenty7Tec.
MortgageSource is a cloud based mortgage sourcing system that considers criteria such as acceptable client income streams, specific credit history events, property construction and location variants, as well as offering a significant range of filters, including Help to Buy schemes, Shared Equity and New Build.
360 Lifecycle is a suite of bespoke client and adviser management system tools used by over 3,000 financial intermediaries, including adviser networks such as Intrinsic Financial Services.
The combined CRM and sourcing system is available from 360 Lifecycle immediately to networks, packagers, mortgage clubs and directly authorised firms.
“This partnership represents a significant step forward in both our and 360’s quest to deliver a truly integrated system that delivers efficiency in process for both adviser and client,” said James Tucker, managing director of Twenty7Tec.
“We are delighted to have the opportunity to work with 360 Lifecycle, who share our vision of how best to deliver meaningful technological innovation in this sector.”
Carlos Thibaut, managing director of 360 Lifecycle, added: “True end-to-end platform partnering requires working with state of the art providers to deliver better adviser and client outcomes and experience. This initiative with Twenty7Tec offers truly unique tools that can provide significant savings on the cost of running a business, and generate invaluable extra hours in the working day, leaving advisers to focus on their core strength – giving advice.”
