A poll from a joint webinar hosted by One Mortgage System (OMS) and Twenty7tec highlights a clear shift in how brokers are actively reviewing their sourcing solutions and wider tech stack.
The session From Fact Find to Recommendation 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.
The webinar follows the recent announcement from OMS that Twenty7tec’s ADAPT solution is now fully integrated into its platform. ADAPT adds ongoing product monitoring to that journey. Through the OMS platform, advisers can now receive daily updates highlighting any relevant product changes, with up to 12 months of rolling monitoring. Alerts are recorded automatically, creating a clear audit trail that supports compliance and provides evidence for ongoing suitability checks.
OMS is the UK’s only end-to-end platform covering residential, buy-to-let, second charge, equity release, bridging, and commercial mortgages - plus general insurance, and protection - to provide users with best in class for product sourcing, protection sourcing and criteria searching.
Twenty7tec supports the full advice journey through a connected ecosystem of technology and data, from initial enquiry through to completion. With additional capabilities layered on to enhance visibility, monitor product changes and connect key stages of the process, advisers are better equipped to manage risk, maintain momentum and deliver stronger outcomes in a constantly changing market.
Jodie Andrews, Head of Marketing, Sales & 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.”
