Twenty7tec’s latest ELEVATE podcast examines the launch of Steppl, the role of AI and automation in advice, and how firms can use technology to build longer-term client relationships.
Twenty7tec has launched Steppl, a new AI-ready client engagement platform designed to reduce duplication, chasing and manual administration across the advice process.
The Cumberland Building Society has launched its first Holiday Let Index, combining research from brokers, landlords and homeowners with market data from Twenty7tec.
The latest Mortgage Market Snapshot recorded 1,790,196 mortgage searches during the month, up 1% compared with June and broadly unchanged from July 2025.
The integration connects ADVICE with ZeroKey's browser extension, allowing client data to flow between the CRM and compatible third-party platforms without repeated manual entry.
The offer, available until 31st July, comes after lenders made 2,503 update requests in the first seven months of 2026, resulting in more than 450,000 individual product amendments.
The discussion examined how live adviser search data can help lenders understand changing customer demand, identify emerging trends and respond more quickly to market conditions.
Total searches hit 1,774,749 in June, up 7% compared with May and 2% higher than June 2025.Â
James Tucker, CEO of Twenty7tec, discusses why visibility matters throughout the advice process from CRM to sourcing.
Mortgage search activity by first-time buyers has remained broadly stable this year, despite rising property values and continued affordability challenges, according to Twenty7tec.
The enhancement allows advisers to access FinCalc directly from ADVICE, removing the need to search for records across different systems.Â
Twenty7tec has strengthened its sales team with the appointment of Daniel Edmondson as national sales manager.