Breaking News
Intelliflo’s Integration With Twenty7tec’s SOURCE Now Available to All Users
intelliflo, and Twenty7tec have signed a new deal to allow users of intelliflo office to access SOURCE. Following a successful trial run with Tenet, this has now been rolled out and is available to all users via an app in the intelliflo store.
SOURCE powered by Velocity is a sophisticated search engine for mortgage, equity release, secured and bridging loan products. SOURCE analyses product, criteria and lender affordability in order to determine the most appropriate product recommendation, helping deliver right first-time recommendations for applicants. All results are displayed on one single screen, regardless of which area of eligibility is considered first.
As SOURCE is a live online platform, it benefits from real-time product updates, ensuring the data being used is always the most relevant and up-to-date. The system can be easily configured to meet the needs and requirements of users at both company and individual levels.
Nick Eatock, CEO of intelliflo, said: “We are always pleased to add new features to our platform, and we are confident that SOURCE will help advisers to be more efficient while offering a better service to their clients.”
Megha Srivastava, National account manager at Twenty7tec, added: “We are delighted to have signed an agreement with intelliflo for their users to have access to our SOURCE module. We have many mutual clients who will benefit greatly from the integration.”
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TSAM London: FE fundinfo on Mastering Data and Unifying Operations in Asset Management
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