Tag Result: Client Relationship Management (CRM)
SPF Private Clients integrates with Yourkeys
Mortgage broker SPF Private Clients has announced it has completed a full integration with...
Smartr365 confirms TSB, Aldermore, Leeds BS and Accord integration to Iress platform
Smartr365, the mortgage and protection platform, has connected with TSB, Aldermore, Leeds ...
Brokers who stay connected to customers will embed a lifetime of value – McDonald
Brokers have always faced a challenge in managing to speak to existing customers regularly...
Mortgage Magic offers CRM platform to small brokers for free
Mortgage Magic, which launched its CRM and mortgage management platform earlier this month...
Questions to ask when considering the value of a CRM system – Murphy
Having a good customer relationship management (CRM) system is a simple way to improve the...
The Right Mortgage and Protection Network agrees five year Mortgage Brain deal
The Right Mortgage and Protection network (RMC), has agreed to a five-year contract with M...