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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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Green
Your Community
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Marketwatch
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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
News
Quilter increases share in 360 Dotnet
October 5, 2023
News
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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