CRM and loan origination platform, One Mortgage System (OMS), has integrated Twenty7tec’s ADAPT solution into its platform.
The addition builds on the long-standing integration between OMS and Twenty7tec, which already enables advisers to access sourcing, affordability and criteria tools without leaving the CRM.
Advisers can complete product research, generate ESIS and evidence of research, and progress cases through the advice journey within a single system.
ADAPT adds ongoing product monitoring to that journey. ADAPT continuously monitors selected products and flags any material changes that could impact client outcomes.
Through the OMS platform, advisers will receive daily updates highlighting any relevant product changes, with up to 12 months of rolling monitoring. Alerts are recorded automatically, creating a clear audit trail that supports compliance and provides evidence for ongoing suitability checks.
By automating this process, advisers can reduce the risk of disruption, avoid unnecessary rework, and keep cases progressing without relying on manual checks. The integration also supports firms in meeting their Consumer Duty obligations by ensuring recommendations are actively reviewed and documented throughout the advice process.
Jodie Andrews, head of marketing, sales and partnerships at One Mortgage System, commented: “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 for 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.”
