Tag Result: Client Relationship Management (CRM) software
How affordability calculators can enhance an advice firm’s proposition – My Simple Mortgage
It is difficult to think of an industry that hasn’t been made more efficient because of ...
OMS partners with Paradigm Mortgage Services
One Mortgage System (OMS) has teamed up with Paradigm Mortgage Services to give the club m...
Questions to ask when considering the value of a CRM system – Murphy
Having a good customer relationship management (CRM) system is a simple way to improve the...
TFA Trusted Financial Advice signs exclusive Mortgage Brain deal
Independent financial adviser firm, TFA - Trusted Financial Advice, has selected Mortgage ...
Exclusive: Twenty7Tec confirms first two lenders live on API-submission platform MortgageApply
Mortgage technology provider Twenty7Tec confirmed its first two lenders, Hinckley and Rugb...