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LDN Finance has integrated Twenty7tec’s ADAPT proactive product monitoring solution into its mortgage advice process.
The technology monitors recommended mortgage products from sourcing through to submission, alerting advisers to product withdrawals, repricing and criteria changes affecting active cases.
The move comes as advisers continue to face fast-moving market conditions, with lenders regularly changing rates and withdrawing products at short notice.
LDN Finance said the integration would support its client service approach by helping advisers maintain oversight of live recommendations while reducing the amount of manual monitoring required.
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.”
Leivesley added: “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.”
Twenty7tec said the system was designed to improve oversight and response times across the advice journey.
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.”
Srivastava added: “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.”
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