Tag Result: Client Relationship Management (CRM)
OMS enhances integration with valuation provider Hometrack
One Mortgage System (OMS) has announced an upgrade of its integration with valuation provi...
Mortgage Magic integrates credit reporting into platform
Mortgage Magic has launched credit report integration which has been powered by TransUnion...
Know Your BDM: Tom Hale, SortRefer
This week Mortgage Solutions is speaking with Tom Hale, business development manager (BDM)...
FCA turns up the heat on dealing with vulnerable customers – MorganAsh
As we approach high summer, it is the debate about dealing with vulnerable customers that ...
TRM and Mortgage Brain confirm five-year contract and CRM development
The Right Mortgage (TRM) has confirmed a five-year contract with Mortgage Brain and the la...
Mortgage Intelligence collaborates with Mortgage Brain on sourcing platform
Mortgage Intelligence has teamed up with fintech firm Mortgage Brain to create cloud-based...
Coadjute adds OnTheMarket firm Teclet to blockchain network
Teclet, a customer relationship management (CRM) platform and subsidiary of property porta...
Sesame Network enters CRM partnership with Smartr365
Sesame has partnered with mortgage and protection platform Smartr365 as part of a wider t...
Ease of use beats cost in the hunt for broker technology – Marketwatch
Choosing the right technology system can be daunting especially when so many promise to do...
Clients are in charge of where they place business if an adviser leaves – Marketwatch
The job market has been increasingly transient in recent months, owing to changes in emplo...