3+ hour, 30+ min ago   (366+ words) Twenty7tec’s latest ELEVATE podcast examines the launch of Steppl, the role of AI and automation in advice, and how firms can use technology to build longer-term client relationships. Twenty7tec has used the latest episode of its ELEVATE podcast series to explore…...

4+ day, 1+ hour ago   (215+ words) One Utility Bill has launched Homebuyer by One Utility Bill, a platform that allows estate agents to support buyers after completion and earn commission from completed sales. Agents can refer buyers through their existing customer relationship management (CRM) system. Buyers…...

5+ day, 17+ min ago   (207+ words) The facility expands Pallas Capital's capacity to deploy capital across its UK product range. Pallas Capital has secured a £200m senior funding line from a European debt fund to accelerate its growth plans. The facility expands Pallas Capital’s capacity to deploy…...

5+ day, 22+ hour ago   (262+ words) iPipeline has completed its acquisition of Origo, expanding its presence in the wealth and retirement market. The combined business will focus on linking people, processes and data across insurance, retirement and wealth management services. Pat O’Donnell, chief executive officer at…...

6+ day, 3+ hour ago   (364+ words) Twenty7tec has launched Steppl, a new AI-ready client engagement platform designed to reduce duplication, chasing and manual administration across the advice process. Twenty7tec has launched Steppl, a new AI-ready client engagement platform giving clients a single place to manage their digital relationship…...

1+ week, 6+ day ago   (364+ words) Pollyanna Puddephat said: “Achieving CPD accreditation from LIBF is a significant milestone, and one that reflects our wider commitment to transforming customer service into genuine customer success." Mortgage Brain has secured CPD accreditation from LIBF for its user training programme,…...

1+ week, 6+ day ago   (362+ words) JammJar has integrated iPipeline’s protection sourcing technology into its AI operating system, allowing mortgage advisers to access protection tools without leaving the platform. JammJar has integrated iPipeline’s protection sourcing technology into its AI operating system as it looks to bring…...

1+ week, 6+ day ago   (296+ words) The Mortgage Brain has reported turnover of just over £8m for the year to June 2026, up more than 21% from £6.6m, and is targeting £12m by June 2028. The Mortgage Brain has reported turnover of just over £8m for the financial year ending June 2026, representing growth…...

2+ week, 41+ min ago   (437+ words) Aviva has launched a new High Value protection proposition to help advisers meet the needs of high-net-worth clients, with a single specialist team drawn from Aviva and APUK. The business has closed the former APUK proposition to new business, with…...

2+ week, 3+ hour ago   (586+ words) Neal Jannels discusses whether brokers’ CRM systems are doing enough to support client retention and capture remortgage opportunity. What if one of the biggest threats to your client retention isn’t another broker, a lender or a comparison site, but the…...