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Articles tagged 'Client Relationship Management (CRM) software'

1-10 of 15 results

Mortgage News

Niki Cooke of Mortgage Brain

Advisers need technology that gives them confidence, says Mortgage Brain’s Cooke

March 15, 2024

Mortgage News

Ozgur Unlu of 360 Dotnet

Mortgage Brain partners with 360 Dotnet

February 6, 2024

Mortgage News

Quilter increases share in 360 Dotnet

October 5, 2023

Mortgage News

Finova adds will writing function to broker CRM

September 11, 2023

Mortgage News

Broker creates ‘client-centric’ CRM to put focus on borrower affairs

July 6, 2023

Mortgage News

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

June 19, 2023

Mortgage News

Neal Jannels of One Mortgage System (OMS) discusses its API integration with Interbridge

OMS and Dashly integrate to deliver ‘highly personalised’ deals

September 7, 2022

Mortgage News

Mortgage Intelligence collaborates with Mortgage Brain on sourcing platform

April 26, 2022

Mortgage News

Royal London Equity Release launches broker portal

PMS Mortgage Club announces three CRM partnerships

January 25, 2022

Marketwatch

Over half of advisers lack faith in govt economic policy ahead of Autumn Budget

Brokers could play a key part in improving the technology we use – Marketwatch

January 19, 2022
1-10 of 15 results