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Client Relationship Management (CRM)
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Client Relationship Management (CRM) software
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ClientTree
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know your customer
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Lilla Dilliway
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mortgage broker technology
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Articles tagged 'client management'
1-10 of 10 results
News
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
July 6, 2023
News
Exclusive: Alexander Hall and Eligible partner to enhance adviser-client relationships
December 20, 2022
News
Twenty7Tec confirms acquisition of Bluecoat Software
June 14, 2022
Better Business
‘You’ve got to invest in technology you might not see returns on immediately’ – The Platform Supper Club
September 20, 2017
News
Clear remortgage strategy vital, but brokers failing to stick to one – poll result
August 9, 2017
Better Business
Managing your data is a valuable priority
March 28, 2017
News
FCA compels brokers to tell clients to shop-around
March 21, 2017
Better Business
Case study: Faster, higher, stronger – The next step in client management software
March 21, 2017
Better Business
How to reawaken lost clients – Pepper Homeloans
April 18, 2016
News
Don’t miss The Mortgage and Protection Event 2015, coming to a venue near you
September 16, 2015
1-10 of 10 results
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