Twenty7tec has revealed it onboarded 90 users across 15 firms onto its Advice CRM in Q1.
The mortgage tech provider said its figures had highlighted a growing need for systems that can be configured around individual business models rather than forcing a one-size-fits-all approach.
Twenty7tec suggested that a key driver behind the growth has been its onboarding capability, with a dedicated team working closely alongside sales to deliver a tailored implementation for every firm.
This includes aligning the platform to existing processes, supporting data transfer where required, and ensuring users are confident and comfortable with the system from day one.
Onboarding team lead at Twenty7tec, Kaya Harrington-Dalton, commented: “Every firm we work with operates slightly differently, so our focus is on understanding their processes and configuring the platform to support how they already work.
“It’s not just about getting firms live, it’s about making sure their teams feel confident using the system and that it becomes part of their day-to-day workflow. That’s what drives long-term adoption and value.”
Chief customer officer at Twenty7tec, Nathan Reilly, added: “We’re seeing increasing demand for technology that can adapt to the needs of individual firms rather than the other way around. The strength of our onboarding team is a big part of that, ensuring every customer is set up for success from the outset and able to get real value from the platform.”
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