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Tag Result: CRM

Good CRM ‘vital’, say brokers – poll result

Brokers have highlighted the importance of quality customer relationship management (CRM) ...

  • Apr 05, 2017
  • 0

Poll: What’s stopping you from updating your CRM system?

A good Customer Relationship Management system can help a mortgage broker keep in regular ...

  • Mar 24, 2017
  • 0

Are brokers breaching TCF rules by ignoring protection? MCI Mortgage Club

Protection can often be an afterthought for many brokers when advising on mortgage product...

  • Oct 20, 2016
  • 0

Atom launches CRM system Together

AToM (All Types of Mortgages) the specialist mortgage distributor has launched a client re...

  • May 27, 2016
  • 0

Upgrade your technology or get left out in the cold – MCI Solutions

Technology is not often the mortgage industry's main focus, but by making this a priority ...

  • Dec 07, 2015
  • 1

How to implement an effective marketing strategy

In your list of priorities where do you rank marketing? Depending on the size of your busi...

  • Oct 08, 2015
  • 0

Broker Toolbox: Understanding and adopting disclosure requirements

As all mortgage brokers will be well aware, when it comes to arranging a mortgage or loan,...

  • Jun 23, 2015
  • 0

HLP partners with Lifetime Group to launch client portal

Home Loan Partnership (HLP) has joined with Lifetime Group to introduce a new Client Relat...

  • Jan 22, 2015
  • 0

Mortgage Advice Bureau chooses Mortgage27 sourcing system

Mortgage Advice Bureau (MAB) has chosen Mortgage27 to provide its mortgage sourcing system...

  • Feb 26, 2014
  • 0

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