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Just Mortgages moves to Smartr365

Mortgage broker Just Mortgages has made a “strategic shift” to Smartr365 platform for ...

  • Apr 10, 2024
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Broker-developed CRM Clienttree adds mailshot functionality

Clienttree, the client relationship management (CRM) system created by mortgage broker Lil...

  • Mar 27, 2024
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Plannr CRM launches to intermediaries to ‘shake up the market’

Plannr, a CRM platform developed by fintech company Plannr Technologies, has launched to t...

  • Mar 04, 2024
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Try Mortgage Network integrates with OMS

One Mortgage System (OMS) has been selected by the Try Mortgage Network as a mortgage proc...

  • Jan 30, 2024
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Quilter increases share in 360 Dotnet

Financial advice firm Quilter has built on its relationship with 360 Dotnet by increasing ...

  • Oct 05, 2023
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One Mortgage System joins the ASTL

Mortgage and protection CRM provider One Mortgage System (OMS) has become the most recent ...

  • Aug 03, 2023
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Twenty7tec launches CRM platform for advisers

Twenty7tec has come out with a web-based CRM platform for mortgage advisers called Finplan...

  • Jul 17, 2023
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Broker creates ‘client-centric’ CRM to put focus on borrower affairs

Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...

  • Jul 06, 2023
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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...

  • Jun 19, 2023
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OMS enhances integration with valuation provider Hometrack

One Mortgage System (OMS) has announced an upgrade of its integration with valuation provi...

  • Jan 20, 2023
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