Tag Result: Client Relationship Management (CRM)
Just Mortgages moves to Smartr365
Mortgage broker Just Mortgages has made a “strategic shift” to Smartr365 platform for ...
Broker-developed CRM Clienttree adds mailshot functionality
Clienttree, the client relationship management (CRM) system created by mortgage broker Lil...
Plannr CRM launches to intermediaries to ‘shake up the market’
Plannr, a CRM platform developed by fintech company Plannr Technologies, has launched to t...
Try Mortgage Network integrates with OMS
One Mortgage System (OMS) has been selected by the Try Mortgage Network as a mortgage proc...
Quilter increases share in 360 Dotnet
Financial advice firm Quilter has built on its relationship with 360 Dotnet by increasing ...
One Mortgage System joins the ASTL
Mortgage and protection CRM provider One Mortgage System (OMS) has become the most recent ...
Twenty7tec launches CRM platform for advisers
Twenty7tec has come out with a web-based CRM platform for mortgage advisers called Finplan...
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 enhances integration with valuation provider Hometrack
One Mortgage System (OMS) has announced an upgrade of its integration with valuation provi...