ClientCore offers a back-office system built on Microsoft’s Dynamics CRM platform and offers a range of client management tools that include all of the core elements of the mortgage advice process from initial client contact.
Richard Hurst, marketing director at CDS Group said: “Advisers have over the years had to learn and re-learn a variety of client management systems that look, feel and behave differently; but that all changes today.
“What’s more, firms can use the system straight from the box as it is fully pre-configured specifically for mortgage advisers. This means that advisers can securely access data online, anytime, anyplace and avoid the need for new hardware, servers or installation.”
“Traditionally brokers have had to jump between different systems but this condensed system allows them to do it all from one platform, avoiding problems exhibited by other platforms, including lack of accuracy and products listed 15 times.
Hurst said in time, the CRM system will also encompass its sourcing system The Core.
