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.
James Tucker, managing director of Twenty7Tec, said: “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.
“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.”
The combined CRM and sourcing system is available from 360 Lifecycle immediately to networks, packagers, mortgage clubs and directly authorised firms.
