You are here: Home - Posts tagged 'CRM'

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

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.


Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.


Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.


Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.