PlannerPal has announced a partnership with Twenty7tec to comprise AI workflows directly within its ADVICE CRM for mortgage advisers. PlannerPal is in practice for financial advice firms covering £150bn in client assets – the launch sets out to give mortgage advisers capacity and support well-evidenced and consistent advice.
“Mortgage advice depends on the quality of the conversation. Bringing PlannerPal into ADVICE means advisers can use it where they already work, so every client gets a consistent, well-documented conversation and advisers get their time back for clients.”
Mark Whitcroft, CEO and Co-Founder, PlannerPal
AI workflows include capturing client meetings in person or virtually, then turn them into notes, letters and reports in their firm’s own templates. Mortgage advisers can launch PlannerPal in ADVICE and can then upload documents back to ADVICE at adviser, client or enquiry level.
“The mortgage market is under growing pressure to prove consistency and suitability at scale. Working with PlannerPal gives ADVICE users AI that supports the advice conversation itself, not just the paperwork after it.”
Nathan Reilly, Chief Customer Officer, Twenty7tec
