Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.

Twenty7tec Launches Steppl to Streamline Adviser-Client Digital Journeys

Twenty7tec has launched Steppl, a new artificial intelligence (AI) ready client engagement platform designed for advice firms. The platform aims to help firms build configurable client journeys and streamline the digital interaction between advisers and clients.

Steppl allows advice firms to tailor fact finds, stages, and tasks to fit their existing workflows. Advisers remain central to the client relationship, from onboarding through to ongoing engagement. Clients are provided with a single digital space to manage all interactions with their adviser.

Additional services such as credit information, digital identity and liveness verification, and document scanning can be licensed separately and integrated into the Steppl platform.

The launch of Steppl comes amid ongoing friction in the homebuying process. Research from the Open Property Data Association found that 62.3% of homebuyers have been asked to submit the same information or documents multiple times. Additionally, 40.6% of homebuyers cited communication between stakeholders as the most difficult aspect of the process, while 39.5% said having to chase for updates worsened their experience.

Twenty7tec stated that Steppl was designed to address these challenges by improving the client experience, reducing repetition, and providing firms with a more connected way to manage customer engagement. The platform is intended to support long-term client relationships, giving customers an ongoing digital connection to their advice firm beyond a single case.

For UK letting agents and inventory clerks, the introduction of Steppl may be relevant as it reflects a broader trend towards digitalisation and streamlined communication in property transactions.