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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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Broker teams up with Infinity Works co-founder to launch portal for mortgage advisers

Mortgage and insurance adviser Simon Horsfall has partnered with tech specialist Dan Rathb...

  • Jun 19, 2023
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Insurance holds the financial services door ajar with ‘big tech’ ready to enter – Schultheiss

Advisers sit at the heart of the mortgage and protection market and over decades they have...

  • Nov 09, 2022
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Sharing vulnerability data is vital to Consumer Duty – Comentis

The need to ensure vulnerable customers obtain good outcomes – the thread that runs thro...

  • Oct 17, 2022
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Online mortgage searches rise rapidly but data worries remain

Current mortgage holders are more likely to search for their next mortgage quote online, a...

  • Sep 15, 2022
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TMA partners with automated retention tool Eligible to foster customer relationship

TMA Club has partnered with to offer its club members an automated client rete...

  • Jun 24, 2019
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