Mortgage brokers are increasingly reassessing their sourcing technology as they look for more integrated systems that streamline the advice process and improve efficiency, according to a poll by One Mortgage System (OMS) and Twenty7tec.

Conducted during a joint webinar by the two companies, the polling revealed that 63% of brokers considering a technology change within the next 12 months are reviewing mortgage or criteria sourcing systems. A further 24% are evaluating general insurance (GI) and protection sourcing tools, while 14% are considering changes to their CRM platforms.

The research found functionality remains the biggest driver of change, with 38% citing the need for enhanced capabilities. Meanwhile, 58% said their decision was influenced by a combination of factors, including functionality, connectivity, pricing and wider system limitations. Only 4% identified connectivity alone as the key issue, while no respondents said price was their sole concern.

The webinar, From Fact Find to Recommendation, explored how better integration between CRM, sourcing, affordability and criteria tools can reduce duplication and support stronger client outcomes. It follows the recent integration of Twenty7tec's ADAPT solution into the OMS platform, enabling advisers to receive daily product change alerts and maintain an auditable record of ongoing suitability checks.

Jodie Andrews, head of marketing, sales and partnerships at OMS, said: " “Brokers don’t have a technology problem; they have a connection problem. Many firms already have good tools in place, but if those systems don’t speak to each other, it creates extra work and risk. What we’re seeing now is a move towards joined-up platforms that remove repetition and give advisers a clearer view of each case from start to finish. Choosing the right tech partners is about how well those pieces fit together, not just what each tool can do on its own.”

Advisers are increasingly focused on how technology works together across the entire advice journey rather than assessing individual tools in isolation, added Megha Srivastava, senior manager for client relationships at Twenty7tec. “Brokers want systems that keep up with constant product changes and give them certainty in their decisions,” she said.

---