A poll from a joint webinar hosted by One Mortgage System (OMS) and Twenty7tec reveals a clear shift in how brokers are actively reviewing their sourcing solutions and wider tech stack.
The session focused on how a more joined-up approach between CRM, sourcing, affordability and criteria tools can reduce duplication, save time and support better advice outcomes.
Polling carried out during the webinar revealed that 63% of brokers considering a change in the next 12 months are looking specifically at mortgage or criteria sourcing systems. A further 24% were reviewing GI and protection sourcing tools, with 14% considering their CRM-related options.
When asked about the reasons behind a potential change, only 4% cited lack of connectivity alone and no respondents suggesting it was solely price related. Instead, 38% pointed to the need for more functionality, while the majority (58%) said their decision was driven by a combination of factors, including functionality, connectivity, price and broader system limitations.
The findings suggest that brokers are no longer looking at individual tools in isolation, but are instead placing greater importance on how well their systems work together across the full advice journey.
Jodie Andrews, head of marketing, sales and partnerships at One Mortgage System, commented: “Brokers don’t have a technology problem; they have a connection problem. Many firms already have good tools in place, but if those systems don’t speak to each other, it creates extra work and risk. What we’re seeing now is a move towards joined-up platforms that remove repetition and give advisers a clearer view of each case from start to finish. Choosing the right tech partners is about how well those pieces fit together, not just what each tool can do on its own.”
Megha Srivastava, senior manager for client relationships at Twenty7tec, added: “The results reflect what we hear every day, it’s not just about having access to sourcing, it’s about how quickly and accurately you can move from client information to a confident recommendation. Brokers want systems that keep up with constant product changes and give them certainty in their decisions. That comes from working with technology providers who are aligned, integrated and focused on delivering a consistent experience across the whole mortgage and customer journey.”
