Empower your advice with seamless, built-in Sourcing capabilities.

We’ve designed this feature to completely eliminate frustrating data duplication. Client details, income, expenditure, and property data are automatically sent to your chosen sourcing tool. In return, essential documents like illustrations, research, stress tests, and payment schedules are received directly back into your client’s case file.

This seamless workflow saves you hours of double-keying, giving you the freedom to focus on what matters. (Please note: a separate active license for Twenty7Tec or Mortgage Brain is required, though you can easily use an existing license if you have one).