How to Source with Twenty7Tec in Smartr365
Overview
Twenty7Tec's CloudTwenty7 platform is integrated into Smartr365, allowing you to search for and compare mortgage products. You can import sourced products and their associated documents (Evidence of Research, Illustration and Payment Schedule) directly into your Smartr365 case.
Twenty7Tec uses OAuth 2.0 authentication. Your firm's credentials are saved once by a System Administrator, and each adviser then authorises Smartr365 to access their own Twenty7Tec account.
Getting Started
Where to find it:
Quick Sourcing: Go to Quick Sourcing from the main menu, then click Access now on the Twenty7Tec card.
Case Sourcing: Open the case, click the Sourcing tab in the toolbar at the top of the case, then click Access now on the Twenty7Tec card.
Who can access it: Users with the View Sourcing permission. In Quick Sourcing the Twenty7Tec card is only available to users with a mortgage adviser account, and within a case only mortgage advisers see Source new to start a search. Other users can view and import products already sourced on the case.
Initial Setup
Step 1: Get your Twenty7Tec credentials
Your firm needs Twenty7Tec OAuth 2 credentials (a Client Id, Client Secret and Encryption Key) from Twenty7Tec. Contact our support team if you would like help setting up Twenty7Tec for your firm.
Step 2: Enter the OAuth credentials (System Administrator)
Go to Settings > Twenty7Tec OAuth.
Enter the Client Id, Client Secret and Encryption Key provided by Twenty7Tec, then click Save.
To check the integration, go to Quick Sourcing. The Twenty7Tec card shows Access now when it is set up correctly. If your account is not a mortgage adviser account, the card shows Disabled, get more info even when the credentials are correct; hover over it to see why, or check the card on a case's Sourcing tab instead.
Step 3: Authorise your account (each adviser)
The first time you open Twenty7Tec from Smartr365, click Continue to go to Twenty7Tec. If you do not yet have a Twenty7Tec login linked to Smartr365, Smartr365 tells you that you will receive an email containing a temporary password. Sign in to Twenty7Tec with your email address and that password; you can change the password in Twenty7Tec after your first login.
Log in to Twenty7Tec and click Grant to give Smartr365 access to your account. If you are asked to log in again, tick Stay signed in so Twenty7Tec remembers your details.
You are redirected back to Smartr365. This is a one-time process: your access refreshes automatically, and you are only asked to authorise again if it expires.
Step-by-Step Guide
Case Sourcing
Open your case and click the Sourcing tab.
Click Access now on the Twenty7Tec card.
If you have previously sourced on this case, your past searches and products are displayed. Click Source new to create a new search. If there are no searches yet, you go straight to the next step.
Click Continue to open a new tab with a pre-populated Twenty7Tec search. Twenty7Tec opens with your case data pre-populated.
Check the details that have been pulled through from the case, such as the client details, property details, purchase price and loan amount.
Working in Twenty7Tec
Click Search Mortgages.
The results show each lender with its rate type, initial period, revert rate, initial monthly payment, term, maximum LTV, ERC, total fees, cashback and APRC. Choose the best option for your client.
Check the product details, then click Illustration at the top right.
Recheck the information and click Generate Illustration. The illustration is generated and saved to your downloads.
Importing into Smartr365
Return to Smartr365. The product you sourced appears on the case. Results refresh automatically every 60 seconds, or click Refresh to update them straight away.
Click View product on the product you have chosen with your client.
Click Add to Case.
Tick Import product to update the case with the sourced product details, and tick the documents (for example the Evidence of Research and the illustration) to save them to the case document store. Then click Yes please, import selected data.
The saved documents appear in the document store with a time stamp. Check both documents are there, and turn on visibility if you want your client to see them or acknowledge them.
Quick Sourcing (without a Case)
Go to Quick Sourcing and click Access now on the Twenty7Tec card.
Once your account is authorised, click Continue to open Twenty7Tec in a new tab with a new, blank search.
Products sourced through Quick Sourcing are not linked to a case. To bring products and documents into Smartr365, source from within the case.
Tips & Best Practices
Products from Twenty7Tec are grouped by search. Click View Search to reopen a search you created.
Products already imported show Added to case.
Your authorisation may expire periodically. If this happens, you will be prompted to authorise again.
Frequently Asked Questions
Q: Why can I not click the Twenty7Tec card?
A: In Quick Sourcing, you need to be logged in with a mortgage adviser account. Your System Administrator may also need to enter the OAuth credentials in Settings > Twenty7Tec OAuth. Hover over the button to see which applies.
Q: I completed a search but no products are showing.
A: Products are fetched every 60 seconds, so wait a moment or click Refresh. If they still do not appear after a few minutes, contact support.
Q: I see an error about missing credentials.
A: Ask your System Administrator to check that the Client Id, Client Secret and Encryption Key are saved in Settings > Twenty7Tec OAuth.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.