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Client Relationship Management (CRM) software
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Mortgage Brain
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Niki Cooke
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News
Better Business
Business Skills
For Your Clients
Profiles
Success in Practice
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View all
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Green
Your Community
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Marketwatch
Poll
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Articles tagged 'Client Relationship Management (CRM) software'
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Advisers need technology that gives them confidence, says Mortgage Brain’s Cooke
March 15, 2024
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Mortgage Brain partners with 360 Dotnet
February 6, 2024
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Quilter increases share in 360 Dotnet
October 5, 2023
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Finova adds will writing function to broker CRM
September 11, 2023
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Broker creates ‘client-centric’ CRM to put focus on borrower affairs
July 6, 2023
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Broker teams up with Infinity Works co-founder to launch portal for mortgage advisers
June 19, 2023
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OMS and Dashly integrate to deliver ‘highly personalised’ deals
September 7, 2022
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Mortgage Intelligence collaborates with Mortgage Brain on sourcing platform
April 26, 2022
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PMS Mortgage Club announces three CRM partnerships
January 25, 2022
Marketwatch
Brokers could play a key part in improving the technology we use – Marketwatch
January 19, 2022
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