Tag Result: Client Relationship Management (CRM) software
Advisers need technology that gives them confidence, says Mortgage Brain’s Cooke
Mortgage advisers who complete a smaller share of protection business can lean on technolo...
Mortgage Brain partners with 360 Dotnet
Fintech CRM (customer relationship management) platform 360 Dotnet has integrated with Mor...
Quilter increases share in 360 Dotnet
Financial advice firm Quilter has built on its relationship with 360 Dotnet by increasing ...
Finova adds will writing function to broker CRM
Mortgage technology provider Finova has partnered with digital will writing service Sail W...
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...
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...
OMS and Dashly integrate to deliver ‘highly personalised’ deals
Adviser platform One Mortgage System (OMS) has integrated with market monitor Dashly.
Mortgage Intelligence collaborates with Mortgage Brain on sourcing platform
Mortgage Intelligence has teamed up with fintech firm Mortgage Brain to create cloud-based...
PMS Mortgage Club announces three CRM partnerships
PMS Mortgage Club has partnered with three customer relationship management (CRM) service ...
Brokers could play a key part in improving the technology we use – Marketwatch
Technology has been cited as an area of focus for mortgage brokers in 2022 which will requ...