Mortgage Broking
Lender integrations: sourcing and submitting without leaving the case
14 September 2026
Switching between a case management system and a separate sourcing platform is exactly the kind of friction that slows a broker down. Twenty7Tec, Mortgage Brain, and Iress Lender Connect integrations are opt-in per organisation from Settings, for sourcing and submitting directly to lenders without leaving the case.
Because a case already carries the client's full picture - documents, identity checks, case stage - a lender submission draws on information that's already been captured once, not re-entered into a separate sourcing tool.
Click2Check handles the credit-check step the same way, run straight from the case rather than a separate portal login to juggle alongside everything else.
Frequently asked questions
Are lender integrations required?
No - Twenty7Tec, Mortgage Brain, and Iress Lender Connect are opt-in per organisation, connected from Settings only if you use them.
Where does the credit check happen?
Click2Check runs directly from the case itself, rather than a separate portal a broker has to log into.
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