CRM and loan origination platform One Mortgage System (OMS) has integrated Twenty7tec’s ADAPT solution into its platform.
The functionality is now live to its users and will give advisers access to ongoing product monitoring to help them stay on top of lender changes.
The ADAPT technology will monitor selected products and flag any material changes that could impact client outcomes.
Advisers using the OMS platform will receive daily updates with up to 12 months of rolling monitoring. Alerts will be recorded automatically to create an audit trail that supports compliance and provides evidence for suitability checks.
OMS said that by automating this process, advisers could reduce disruption and reworking cases, allowing cases to progress without manual checks.
It should also help firms meet Consumer Duty obligations by ensuring recommendations are regularly reviewed and documented.
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Jodie Andrews, head of marketing, sales and partnerships at OMS, said: “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.”