What is Twenty7tec FinPlan?
A practice management software and CRM that provides mortgage advisors tools to both run their business and deliver advice to their clients – from product sourcing, to CRM, application submission, and a digital marketing platform.
FINPLAN Home provides a customisable workflow that allows tailored fact-find screens to be configured within the system for each advice process, enabling a firm to build a unique fact-find across both mortgages and protection.
With third-party integrations covering all aspects of the advice process, from mortgage sourcing and application to protection quotations across life and GI, FINPLAN Home supports advisers in delivering both appropriate advice and accurate information.
FINPLAN Home has at its heart its income-matching capability, enabling access to up-to-the-minute management information, and tracking of financial KPIs.
Categories & Use Cases
Technical Details
| Mobile Application | No |
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FAQs
What is Twenty7tec FinPlan?
A practice management software and CRM that provides mortgage advisors tools to both run their business and deliver advice to their clients – from product sourcing, to CRM, application submission, and a digital marketing platform.
What are Twenty7tec FinPlan's top competitors?
ClientTree CRM+, Smartr365, and OMS Platform are common alternatives for Twenty7tec FinPlan.