Twenty7Tec has announced that it has completed the development of a client portal that seamlessly integrates with the company’s CloudTwenty7 platform.
The mortgage technology provider’s new portal, CAPTURE, will allow brokers to provide access for end customers to enter data about their circumstances that will assist advisers in both sourcing and applying for a mortgage for that client.
Clients can securely upload documents which alongside the customer data, transfer seamlessly into the relevant client record on the CloudTwenty7 platform.
Twenty7Tec said that advisers can also upload documents directly into CAPTURE for clients to access, such as the Initial Disclosure Document required by regulation.
“CAPTURE is further evidence of the continued evolution of our CloudTwenty7 platform into a full service, modular suite of applications that can underpin the operations of any organisation that supports clients in searching, applying for and obtaining a mortgage,” said Twenty7Tec CEO, James Tucker.
“We look forward to rolling this module out to our users, and indeed to their clients, over the weeks and months ahead.”
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