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"Primis has been a long-standing partner of ours and this integration will be great news to advisers"
Primis members will now have access to the APPLY system, on top of Twenty7Tec’s SOURCE search engine for mortgage, equity release, secured and bridging loan products.
Primis’ Toolbox software provides appointed representatives with an end-to-end customer service platform. Through APPLY, users can now submit either decisions in principle or full mortgage applications to any lender connected to the APPLY system.
APPLY streamlines the application submission process by acting as the single point of transmission for all data and documents relating to the application.
Advisers can submit documents and case notes, and receive status updates all the way through to completion.
James Tucker, CEO of Twenty7Tec, said: “I am delighted that Primis has integrated with APPLY to support advisers in seamlessly submitting applications to lenders without the need for re-keying. Primis has been a long-standing partner of ours and this integration will be great news to advisers who are determined to offer the most effective and efficient service possible to their clients”.
Simon Breakspear, IT director at Primis, commented: “We are excited to be able to integrate Twenty7Tec’s impressive APPLY module to our existing Toolbox platform, and we look forward to seeing the benefits it brings our brokers. We aim to provide our broker partners with cutting-edge technology to allow them to provide the best service to their clients, and APPLY will certainly allow them to do this.”