The firm reviewed its existing systems and decided to move its core client and case management onto the OMS platform. This will see its client data centralised, enhance case tracking and support consistent processes for advisers and lender partners.
OMS will support Brilliant Solutions’ day-to-day operations as a mortgage packager and club, adding that the use of a single CRM will improve information sharing and oversight, as well as support its growth plans.
Dale Jannels (pictured), CEO of OMS, said: “Brilliant Solutions is a well-known and highly respected name in the intermediary market. Its model involves managing complex cases across multiple lending areas, so having a single CRM is essential to delivering a wide range of client needs, supported by one platform that brings data, processes and visibility together.
“This partnership also reflects a wider trend we are seeing, where established firms are reviewing their systems and looking for technology that supports how they actually work, rather than forcing them to adapt around it.”
Michael Craig, managing director at Brilliant Solutions, added: “Choosing to adopt OMS is a really important step forward for us at Brilliant. As we continue to grow, it’s vital that we invest in the right infrastructure to support our brokers and deliver a seamless experience for our clients. OMS allows us to simplify the process, improve communication, and stay closer to every case from start to finish.
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“It also gives our brokers the freedom to focus on what they do best; building relationships and writing more business, while we ensure the journey is managed efficiently in the background. It’s a forward-thinking move that not only strengthens our proposition today but sets us up for the next phase of growth.”
