Tag Result: client management
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...
Exclusive: Alexander Hall and Eligible partner to enhance adviser-client relationships
Mortgage adviser Alexander Hall Associates (AHA) and technology company Eligible have laun...
Twenty7Tec confirms acquisition of Bluecoat Software
Mortgage technology provider Twenty7Tec has announced the acquisition of Bluecoat Software...
‘You’ve got to invest in technology you might not see returns on immediately’ – The Platform Supper Club
The nation’s second city hosted Mortgage Solutions’ next stop on the Platform Supper C...
Clear remortgage strategy vital, but brokers failing to stick to one – poll result
Around 10% of brokers admit to having no clear remortgage strategy in place despite interm...
Managing your data is a valuable priority
Analysing your data and how you store it in your company are essential for a successful bu...
FCA compels brokers to tell clients to shop-around
The latest rules from the Financial Conduct Authority (FCA) may not help insurance brokers...
Case study: Faster, higher, stronger – The next step in client management software
Technology for mortgage brokers advances rapidly. Mortgage Solutions asked one intermediar...
How to reawaken lost clients – Pepper Homeloans
Don't let your existing and previous clients become lost clients. Pepper Homeloans' Jeff K...
Don’t miss The Mortgage and Protection Event 2015, coming to a venue near you
From the MCD to client management, mortgage advisers should register for The Mortgage and...