Mortgage advisers are the latest property professionals to gain AI tools directly within their CRM systems, following a partnership between AI software provider PlannerPal and Twenty7tec. The integration allows brokers to record client conversations, generate meeting notes and prepare correspondence without switching systems.
PlannerPal's technology is now available through Twenty7tec's ADVICE platform. The move follows similar AI-powered features introduced by estate agency CRM providers including Reapit, Alto and Street, which aim to reduce administration and automate routine tasks.
AI takes on mortgage administration
Under the partnership, advisers can launch PlannerPal directly from ADVICE. The software captures client meetings, whether face-to-face or virtual, and converts conversations into meeting notes, letters and reports using each firm's templates. Advisers review the generated documents before uploading them to the CRM at adviser, client or enquiry level.
PlannerPal says its technology is already used by financial advice businesses collectively managing £150bn in client assets. The Twenty7tec partnership marks its expansion into the mortgage market.
London-based mortgage broker Charles Cameron & Associates, part of the Amber River group, is among the first firms to adopt the integration. The business, which has 130 advisers, reported that more than 90% were actively using PlannerPal within three weeks.
Graham Masterton, managing director at Charles Cameron & Associates, said: "After three weeks, over 90% of our advisers were actively using it, not just telling us they like it, but genuinely engaging with it.
"A key benefit is that it works around how our advisers naturally advise, rather than making them sound scripted. This means we can capture consistent advice documentation across all our advisers, so they are free to focus on providing quality advice to clients."
The firm said it had ruled out general-purpose AI tools in favour of a controlled environment that could be configured around its own working practices. Advisers remain responsible for checking the AI-generated documentation before it enters the CRM.
Estate agency already embracing similar technology
The mortgage sector is not alone in adopting AI-powered CRM tools. Estate agency software providers are developing systems that automate client communications, assist with property marketing and support transaction management.
Reapit, Alto and Street have introduced AI functionality into their platforms, while specialist technology businesses are targeting tasks such as call handling, conversation summaries, lead qualification and CRM updates.
These developments are changing how agencies manage everyday administrative work, although the extent of adoption and measurable productivity gains varies between businesses. The emergence of AI systems capable of turning conversations into structured records could prove particularly relevant to estate agents, whose work involves regular contact with buyers, sellers, landlords and tenants.
However, questions remain over accuracy, data protection and the need for human oversight, particularly when AI-generated information becomes part of a formal client record.
Further integration planned
Alongside its CRM integration, PlannerPal offers tools designed to help advisers prepare for meetings and review client conversations. These include configurable questions and scoring systems for training and development.
Mark Whitcroft, chief executive and co-founder of PlannerPal, said: "Mortgage advice depends on the quality of the conversation. Bringing PlannerPal into ADVICE means advisers can use it where they already work, so every client gets a consistent, well-documented conversation and advisers get their time back for clients."
Nathan Reilly, chief customer officer at Twenty7tec, said: "The mortgage market is under growing pressure to prove consistency and suitability at scale. Working with PlannerPal gives ADVICE users AI that supports the advice conversation itself, not just the paperwork after it."
The companies plan to develop the integration further, working with mortgage firms to identify additional requirements. For estate agents and mortgage advisers alike, the direction of travel is becoming clearer: AI is moving beyond standalone applications and into the CRM systems at the centre of their daily operations.
