Tag Result: ClientTree
Brokers mix and match CRMs as none ‘do a great job’ – analysis
Mortgage brokers are using multiple client relationship management (CRM) systems to create...
Clienttree CRM introduces e-signatures
Clienttree, the client relationship management (CRM) platform developed by mortgage advise...
Broker-developed CRM Clienttree adds mailshot functionality
Clienttree, the client relationship management (CRM) system created by mortgage broker Lil...
Broker-developed CRM integrates with Ignite and Sourcing Brain
ClientTree, the customer relationship management (CRM) created by mortgage broker Lilla Di...
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...