You are here: Home - Posts tagged 'ClientTree'

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...

  • Apr 24, 2024
  • 0

Clienttree CRM introduces e-signatures

Clienttree, the client relationship management (CRM) platform developed by mortgage advise...

  • Apr 03, 2024
  • 0

Broker-developed CRM Clienttree adds mailshot functionality

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

  • Mar 27, 2024
  • 0

Broker-developed CRM integrates with Ignite and Sourcing Brain

ClientTree, the customer relationship management (CRM) created by mortgage broker Lilla Di...

  • Jan 03, 2024
  • 0

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
  • 0

You may also be interested in