CAPTURE, which seamlessly integrates with the Twenty7Tec’s CloudTwenty7 platform, can be used by both mortgage advisers and lenders for engaging directly with clients.

The portal allows end customers who have been given access by their mortgage adviser to enter data about their circumstances. This will assist the adviser in both sourcing and applying for a mortgage for the client.

What’s more, the client can also securely upload documents which, alongside the customer data, transfer seamlessly into the relevant client record on the CloudTwenty7 platform.

The adviser can also upload documents directly into CAPTURE for the client to access, such as the Initial Disclosure Document required by regulation.

The user interface of CAPTURE, which can be branded to suit the needs of the advisor or firm, was designed in partnership with Dock9, a digital solutions agency for the financial services sector, and is compatible with all mobile and tablet devices.

The new client portal uses secure authentication methods to ensure that both communication of data and transfer of documents are completed securely, giving both adviser and client peace of mind.

James Tucker, CEO of Twenty7Tec, said: “CAPTURE is further evidence of the continued evolution of our CloudTwenty7 platform into a full service, modular suite of applications that can underpin the operations of any organisation that supports clients in searching, applying for and obtaining a mortgage”.

He added: “We look forward to rolling this module out to our users, and indeed to their clients, over the weeks and months ahead”.