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Articles tagged 'CRM'

1-10 of 37 results

Mortgage News

Access FS launches in-house CRM Elev8

Access FS launches in-house CRM Elev8

September 9, 2026

Mortgage News

QDEX opens waiting list for early access to CRM

QDEX opens waiting list for early access to CRM

August 17, 2026

Mortgage News

OMS retains top CRM ranking in Smart Money People Benchmark Study

OMS retains top CRM ranking in Smart Money People Benchmark Study

July 20, 2026

Better Business

Why CRM should lead the response to data fragmentation – Reilly

Why CRM should lead the response to data fragmentation – Reilly

May 18, 2026

Mortgage News

Adviser-built CRM platform Surecase enters scale-up phase

Adviser-built CRM platform Surecase enters scale-up phase

April 8, 2026

Bridging

Does AI really think it can replace mortgage advisers? – Jannels

Brilliant Solutions agrees CRM partnership with OMS

March 23, 2026

Mortgage News

Mortgage Magic brings out back-office platform

Mortgage Magic brings out back-office platform

March 5, 2026

Mortgage News

AI oversight is boardroom job now and broker networks can't outsource the accountability – Bilgrami

Mortgage Brain and Primis begin first roll-out of broker tech to members following pilot

March 4, 2026

Mortgage News

Mortgage Brain onboards Mortgage Force and Affinity Group to Mortgage Brain Hub

Mortgage Brain onboards Mortgage Force and Affinity Group to Mortgage Brain Hub

February 9, 2026

Mortgage News

Exclusive: Nearly half of brokers are optimistic about technology’s role in industry future

Exclusive: Nearly half of brokers are optimistic about technology’s role in mortgage industry’s future

November 18, 2025
1-10 of 37 results