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Articles tagged 'Client Relationship Management (CRM)'

1-10 of 35 results

Mortgage News

John Phillips of Just Mortgages discusses move to Smartr365

Just Mortgages moves to Smartr365

April 10, 2024

Mortgage News

Lilla Dilliway of Clienttree, which has partnered with Underwriteme

Broker-developed CRM Clienttree adds mailshot functionality

March 27, 2024

Mortgage News

Gareth Thompson of Plannr

Plannr CRM launches to intermediaries to ‘shake up the market’

March 4, 2024

Mortgage News

Neal Jannels of One Mortgage System (OMS) discusses its API integration with Interbridge

Try Mortgage Network integrates with OMS

January 30, 2024

Mortgage News

Quilter increases share in 360 Dotnet

October 5, 2023

Bridging

Neal Jannels of One Mortgage System (OMS) discusses its API integration with Interbridge

One Mortgage System joins the ASTL

August 3, 2023

Mortgage News

someone on a laptop to denote Cherry forum acting as a mediator

Twenty7tec launches CRM platform for advisers

July 17, 2023

Mortgage News

Broker creates ‘client-centric’ CRM to put focus on borrower affairs

July 6, 2023

Mortgage News

Broker teams up with Infinity Works co-founder to launch portal for mortgage advisers

June 19, 2023

Mortgage News

Neal Jannels of One Mortgage System (OMS) discusses its API integration with Interbridge

OMS enhances integration with valuation provider Hometrack

January 20, 2023
1-10 of 35 results