News
client database
,
client management
,
Client Relationship Management (CRM)
,
Client Relationship Management (CRM) software
,
ClientTree
,
fact find
,
know your customer
,
Lilla Dilliway
,
mortgage broker technology
user.first_name
Menu
News
Better Business
Business Skills
For Your Clients
Profiles
Success in Practice
View all
Your Community
Industry Heroes
Marketwatch
Poll
Top Comments
View all
Events
Specialist Lending
Sign In
user.first_name
News
Better Business
Business Skills
For Your Clients
Profiles
Success in Practice
View all
Your Community
Industry Heroes
Marketwatch
Poll
Top Comments
View all
Events
Specialist Lending
Breaking News
Renters’ Rights Bill amendments will ensure it ‘works as intended’, says housing minister
•
FCA outlines ‘polluter pays’ framework for firms’ redress liabilities
•
Remortgage instructions fall in December as borrowers choose to up loan sizes
•
Gen H announces funding partnership with Penrith BS
•
Tags
Articles tagged 'client database'
1-10 of 6 results
News
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
July 6, 2023
News
Broker teams up with Infinity Works co-founder to launch portal for mortgage advisers
June 19, 2023
Better Business
Insurance holds the financial services door ajar with ‘big tech’ ready to enter – Schultheiss
November 9, 2022
Better Business
Sharing vulnerability data is vital to Consumer Duty – Comentis
October 17, 2022
News
Online mortgage searches rise rapidly but data worries remain
September 15, 2022
News
TMA partners with automated retention tool Eligible to foster customer relationship
June 24, 2019
1-10 of 6 results
Editor's Tips
