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Broker creates ‘client-centric’ CRM to put focus on borrower affairs

Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...

  • Jul 06, 2023
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Exclusive: Alexander Hall and Eligible partner to enhance adviser-client relationships

Mortgage adviser Alexander Hall Associates (AHA) and technology company Eligible have laun...

  • Dec 20, 2022
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Twenty7Tec confirms acquisition of Bluecoat Software

Mortgage technology provider Twenty7Tec has announced the acquisition of Bluecoat Software...

  • Jun 14, 2022
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‘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...

  • Sep 20, 2017
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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...

  • Aug 09, 2017
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Managing your data is a valuable priority

Analysing your data and how you store it in your company are essential for a successful bu...

  • Mar 28, 2017
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FCA compels brokers to tell clients to shop-around

The latest rules from the Financial Conduct Authority (FCA) may not help insurance brokers...

  • Mar 21, 2017
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Case study: Faster, higher, stronger – The next step in client management software

Technology for mortgage brokers advances rapidly. Mortgage Solutions asked one intermediar...

  • Mar 21, 2017
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How to reawaken lost clients – Pepper Homeloans

Don't let your existing and previous clients become lost clients. Pepper Homeloans' Jeff K...

  • Apr 18, 2016
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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...

  • Sep 16, 2015
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