Twenty7Tec manages your cases. Cognumi opens them.
Twenty7Tec is built for case management and mortgage sourcing. Cognumi is built for the moment before the case exists — when a buyer messages you on a Saturday evening after a viewing and nobody's there to reply.
- Mortgage product sourcing and criteria
- Client case management and progression
- Fact-find and suitability documentation
- Compliance and FCA reporting
- Lender submission and tracking
- Responds to written enquiries within minutes — evenings and weekends
- Collects buyer intent, property details, deposit, and employment type
- Scores each enquiry Hot, Warm, or Cold for adviser prioritisation
- Delivers a structured pre-fact-find note ready for Twenty7Tec
- GDPR compliant — no regulated advice, no product recommendations
Twenty7Tec manages the case from first fact-find onwards. Cognumi makes sure the client picks up the phone.
From weekend enquiry to Twenty7Tec case
Buyer enquiry arrives on Saturday evening
A buyer has just finished a viewing and messages your firm at 7pm. Cognumi captures the enquiry immediately and sends an acknowledgement — before they contact two other brokers.
Client qualified before the adviser calls
Cognumi collects purchase intent, property value, deposit, employment type, existing commitments, and preferred callback time. The adviser receives context, not cold contact details.
Handover note ready to open in Twenty7Tec
Your adviser receives a structured summary with all the key case details — ready to open a new client record and begin fact-find in Twenty7Tec. No re-qualifying on the first call.
Every written enquiry before the case opens
Common questions from Twenty7Tec users
Does Cognumi connect directly to Twenty7Tec?
Cognumi doesn't require a Twenty7Tec API connection to work alongside it. Cognumi handles the initial enquiry, qualifies the buyer or remortgage client, and delivers a structured handover note to your adviser — who opens and progresses the case in Twenty7Tec. The case lands clean: buyer intent, property details, timeline, and first-call notes already gathered.
What types of mortgage enquiries does Cognumi handle?
Cognumi handles all written enquiry channels: website contact forms, email, WhatsApp messages, and social media DMs. It captures purchase intent, property value, deposit position, employment status, and preferred callback time — the information your adviser needs before opening a Twenty7Tec case.
Is this relevant for FCA-regulated mortgage advisers?
Yes. Cognumi is GDPR compliant, UK-based, and provides a Data Processing Agreement as standard. Cognumi handles pre-enquiry and lead qualification only — it does not provide financial advice, make product recommendations, or initiate regulated conversations. All regulated activity remains with your qualified adviser.
How quickly can Cognumi go live for a Twenty7Tec firm?
Setup starts with a strategy call to understand your enquiry types, handover workflow, and how your team uses Twenty7Tec. Most firms are live within 7 business days of sign-off. The guarantee: if we're not live within 7 business days, the setup fee is refunded in full.
Get started
Already using Twenty7Tec?
Cognumi fits alongside your existing compliance workflow without disrupting it. Book a short video call and we'll map the enquiry handling to how your firm already operates.
Month-to-month · 7-day go-live guarantee · FCA-aware workflow
Buyers enquire on Saturday evening. Be the broker who replies.
Every written mortgage enquiry answered in minutes — qualified and ready for Twenty7Tec before your adviser picks up the phone on Monday.
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