Tag Result: CRM
OMS and TMG agree partnership extension
One Mortgage System (OMS) has been signed up as CRM provider by TMG Mortgage Network for a...
Digital platform OMS in Positive Lending tie up
Specialist packager Positive Lending has adopted One Mortgage Systems (OMS) as its primary...
Fintel makes investment into fintech firm Plannr
Fintel, the parent company of Defaqto and SimplyBiz, has made an investment into financial...
Sourcing systems trying ‘to be too clever’ ‒ analysis
Sourcing systems must focus on providing brokers with more accurate information, and stop ...
OMS and Dashly integrate to deliver ‘highly personalised’ deals
Adviser platform One Mortgage System (OMS) has integrated with market monitor Dashly.
Tech has adapted, but are advisers ready to adopt it? – Merrett
What an overwhelming couple of months it's been in the mortgage market, without enough hou...
Does perfect technology exist? – Uinsure
Have you ever searched for the perfect market technology of today - a digital tool or serv...
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...
HLPartnership and Mortgage Support Network to provide free CRM software
HLPartnership and Mortgage Support Network have confirmed that 360’s suite of marketing ...
Good CRM ‘vital’, say brokers – poll result
Brokers have highlighted the importance of quality customer relationship management (CRM) ...