LDN Finance has integrated Twenty7tec’s ADAPT, its proactive product monitoring solution, into its advice process, strengthening the firm’s ability to deliver ongoing value and market responsiveness to clients.
Designed to help advisers stay ahead of product withdrawals, rate changes and criteria shifts, ADAPT continuously monitors recommended products from the point of sourcing through to submission, alerting advisers when market changes impact active cases. In a market where lenders can reprice or withdraw products with little warning, the technology provides firms with greater oversight, faster response times and improved continuity across the client journey.
For LDN Finance, the integration supports its high-touch, client-first approach, enabling advisers to maintain close oversight of live recommendations while reducing the manual burden traditionally associated with ongoing market monitoring.
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 at a time when advisers are facing increased pressure to react quickly to changing market conditions, with product repricing and withdrawals continuing at pace across the mortgage landscape.
Megha Srivastava, 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.”
The integration reflects a growing focus across the industry on proactive case oversight and ongoing suitability monitoring, particularly as advisers look to balance increasing market complexity with rising client expectations.
With product volatility continuing to shape the mortgage market, firms are increasingly turning to technology that enables them to move faster, reduce risk and maintain a more connected advice journey from recommendation through to completion.
