PlannerPal's AI tools integrate into Twenty7tec's ADVICE CRM for mortgage advisers
Embedding AI workflow automation directly into the CRM used by UK mortgage advisers could streamline transaction processes and valuation-related paperwork, potentially speeding up advice delivery and reducing administrative friction in residential lending workflows.
https://www.finextra.com/pressarticle/111363/plannerpal-brings-ai-to-mortgage-advisers-through-twenty7tec-advice?utm_medium=rssfinextra&utm_source=finextrafeed · ★ interesting