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Articles tagged 'Client Relationship Management (CRM)'

1-10 of 35 results

Mortgage News

Over two-third of advisers want to change CRM systems, Twenty7tec finds

Over two-third of advisers want to change CRM systems, Twenty7tec finds

June 17, 2025

Mortgage News

Conditional selling – the estate agent loophole that’s hurting buyers – Harrison

Finova Broker integrates with UnderwriteMe

April 4, 2025

Mortgage News

Finance Family migrates to Acre CRM as it prepares to scale

Finance Family migrates to Acre CRM as it prepares to scale

March 19, 2025

Mortgage News

a person on a laptop to denote an inquiry into artificial intelligence (AI) in financial services

Later life advisers should ‘open their eyes’ to the technology available to them, says Hale

December 23, 2024

Mortgage News

EKeeper relaunches as Finova Broker

EKeeper relaunches as Finova Broker

November 20, 2024

Mortgage News

The quiet revolution: Why 2026 is the year of the ‘agentic’ adviser – Mohamed

Adviser develops ‘pioneering’ AI-powered CRM app for mortgage brokers

September 5, 2024

Mortgage News

Neal Jannels of One Mortgage System (OMS), which saw record application and completion submissions in July

OMS sees record application and completion submissions in July

August 14, 2024

Better Business

Why long-standing relationships sit at the heart of good mortgage advice – Bawa

Technology and the advice process: what customers really want – Bawa

July 8, 2024

Mortgage News

Acre upgrades Nationwide integrated platform

Iress and Acre extend partnership to bolster mortgage lending

June 24, 2024

Mortgage News

hand holding a computer mouse to denote a story about brokers using CRMs

Brokers mix and match CRMs as none ‘do a great job’ – analysis

April 24, 2024
1-10 of 35 results