"With advisers still having to navigate regular product and rate changes, there has arguably never been a greater onus on speed and certainty for advisers"
- Nathan Reilly, director of customer relationships at Twenty7tec
Twenty7tec has integrated NatWest into its APPLY module. The collaboration aims to streamline the research and application process for intermediaries by removing the need to re-key data and navigate multiple systems.
Through the integration, Velocity users will be able to submit both Decision in Principle (DiP) and full mortgage applications to NatWest via APPLY, and have the ability to download a DiP certificate, upload required customer documentation, make customer card payments and manage case updates and decisioning through APPLY.
This end-to-end integration has been piloted by Connells Group and Mortgage Advice Bureau before the wider roll out to all Velocity users.
Nathan Reilly, director of customer relationships at Twenty7tec, commented: “With advisers still having to navigate regular product and rate changes, there has arguably never been a greater onus on speed and certainty for advisers, whilst still having to maintain the same level of accuracy.
"By seamlessly passing data from the research process through to submission, the integration between APPLY and NatWest meets the needs of advisers by delivering a more efficient and robust submission process, alongside giving them more time to help their customer navigate a constantly evolving market.”
Bradley Fordham, head of distribution at NatWest, added: “This collaborative integration using NatWest APIs focussed on simplification and journey, ensuring that advisers can use one application to research and support their customers’ before submitting and managing an application. This maximises the advisers time with their customer, improves accuracy in the process and speeds up decisioning.
"As the journey utilises the same APIs that support the NatWest portal, the adviser can be assured that the application will provide the same customer outcome and packaging requirements.”
