LDN Finance has integrated Twenty7tec’s ADAPT product monitoring system into its advice process, as brokers continue to contend with frequent lender repricing and product withdrawals.
The technology is designed to help advisers monitor recommended mortgage products from the point of sourcing through to submission, alerting them where product withdrawals, rate changes or criteria shifts affect live cases.
Twenty7tec said ADAPT provides firms with greater oversight of active recommendations and faster response times where market changes could affect a client’s mortgage options.
For LDN Finance, the integration is intended to support a more proactive approach to client servicing while reducing the manual work involved in tracking product changes across live cases.
Phil Leivesley, director of mortgages at LDN Finance, said: “Keeping our clients on the best possible product has always been a priority. Until now, that’s meant a painstaking manual process of monitoring the market and cross-referencing it against our live cases.
“ADAPT changes that. By automating that process, we can act faster, reach more clients, and make sure nobody is sitting on a rate that the market has moved on from. It’s a genuinely exciting tool for any broker serious about delivering ongoing value.”
The move comes as advisers face continued pressure to respond quickly to lender rate changes and product withdrawals, with firms increasingly looking for technology that can support ongoing suitability monitoring between recommendation and completion.
Megha Srivastava (pictured), senior manager – client relationships at Twenty7tec, said: “LDN Finance has built its reputation on delivering a highly personalised and premium client experience, so it was important that any technology integrated into their process enhanced that standard rather than disrupted it.
“ADAPT gives advisers the ability to stay ahead of market movement without compromising the personal service clients expect. It’s about creating more time for meaningful client interaction while providing confidence that no important product change goes unnoticed.”
Twenty7tec said the integration reflects a wider focus across the mortgage advice market on proactive case oversight, as firms seek to manage market complexity while maintaining a connected advice journey from recommendation through to completion.
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