Integrated Sourcing
27Tec – Mortgage Source (Mortgage, Secured Loans, Bridging Loans)
ER CRM integrates seamlessly with 27Tec’s Mortgage Source, enabling automatic transfer of your bespoke fact find data directly into 27Tec’s powerful API system. This eliminates double data entry and speeds up your sourcing process.
Access real-time lender, packager, and product information — complete with detailed criteria and smart research logic — all from within ER CRM.
With a single click, download and securely store key documents such as Evidence of Research (EOR) and European Standardised Information Sheets (ESIS), customised with your broker details and fees. These documents are easily accessible throughout the application journey.
27Tec – Mortgage Apply
The newest addition to the 27Tec suite, Mortgage Apply, is fully integrated with ER CRM. Not only can you source deals, but you can also submit applications directly to your chosen lenders’ systems* — all while keeping your sales and admin teams updated in real time.
*Availability depends on lender panel participation.
iPipeline – Solutions Builder
Simplify your protection quoting process with ER CRM’s integration to iPipeline’s Solutions Builder. Transfer fact find data effortlessly and research, quote, and compare multiple protection products faster than ever.
Retrieve, generate, and save important documents such as Key Features Information (KFIs) within ER CRM to keep your workflow smooth and compliant.
Other Sourcing Providers
Need integrations with other sourcing or third-party providers? ER CRM works flexibly alongside your existing partnerships to ensure your business operates as efficiently as possible.
We maintain full neutrality with all integration partners — our sole aim is to enhance your experience and operational efficiency.