Sourcing Mortgage Products

Surecase integrates with Twenty7tec and Mortgage Brain for mortgage product sourcing.

Launching a Sourcing Session

Open a case and press the Sourcing icon. This pushes your client’s information from the case fields directly into your sourcing platform, saving you from re-entering it manually.

Saving Results

Documents and illustrations generated within the sourcing platform are downloaded automatically into the Case Documents section of the case in Surecase.

Your login credentials for the sourcing platform will have been set up by your organisation owner. Contact them if you have any issues accessing it.