Property data and software firm Cotality has joined the Open Property Data Association, while Access Financial Services has launched its in-house adviser CRM, Elev8. Together, these developments point to a mortgage market placing greater value on connected data, workflow automation and better visibility of the client journey.
For AI-minded advice firms, cleaner and more interoperable data is the foundation for useful automation. Structured property, case and customer data can help identify remortgage opportunities, reduce rekeying, improve document chasing and surface exceptions requiring adviser attention. The strategic opportunity is not simply to adopt AI, but to improve the underlying data, permissions and processes that allow it to produce reliable outcomes under Consumer Duty.