One Mortgage System (OMS) has integrated Twenty7tec’s ADAPT product monitoring tool into its CRM and loan origination platform.
The integration is live and available to OMS users, allowing advisers to monitor selected mortgage products from within the platform and receive daily updates on material changes.
OMS said the addition builds on its existing integration with Twenty7tec, which already gives advisers access to sourcing, affordability and criteria tools without leaving the CRM.
Advisers can use the platform to complete product research, generate ESIS and Evidence of Research documents, and progress cases through the advice journey in one system.
ADAPT adds ongoing product monitoring after a recommendation has been made. The tool monitors selected products and flags relevant changes that could affect client outcomes.
The firms said this was intended to help advisers manage a market with more than 31,000 live products and frequent lender updates, particularly where brokers are handling multiple cases at different stages.
Through OMS, advisers will receive daily updates on relevant product changes, with up to 12 months of rolling monitoring. Alerts are also recorded automatically, creating an audit trail to support compliance and evidence ongoing suitability checks.
OMS said the integration could reduce the risk of disruption, avoid unnecessary rework and support firms in meeting Consumer Duty obligations by helping ensure recommendations are actively reviewed and documented during the advice process.
OMS covers residential, buy-to-let, second charge, equity release, bridging and commercial mortgages, as well as general insurance and protection.
Jodie Andrews (pictured), head of marketing, sales and partnerships at One Mortgage System, said: “This is about closing a gap that has existed for some time. Advisers have strong tools for sourcing, but far less support once a recommendation is made and a case is in flight.
“By embedding monitoring directly into the workflow, we’re helping firms stay on top of change without having to actively go looking for it. That reduces the chance of cases stalling and gives advisers more certainty over the progress of their pipeline.”
Megha Srivastava, senior manager – intermediaries at Twenty7tec, added: “Sudden market movement isn’t just a sourcing issue, it’s a case management issue. Products can change at any point between recommendation and submission, and that creates risk if it isn’t picked up quickly.
“ADAPT shifts that from a reactive task to a controlled process. It gives advisers a clear line of sight across their pipeline, so they can prioritise action where it’s needed rather than checking every case manually.”
