Tag Result: CRM
Poll: What’s stopping you from updating your CRM system?
A good Customer Relationship Management system can help a mortgage broker keep in regular ...
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...
Atom launches CRM system Together
AToM (All Types of Mortgages) the specialist mortgage distributor has launched a client re...
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 ...
How to implement an effective marketing strategy
In your list of priorities where do you rank marketing? Depending on the size of your busi...
Broker Toolbox: Understanding and adopting disclosure requirements
As all mortgage brokers will be well aware, when it comes to arranging a mortgage or loan,...
HLP partners with Lifetime Group to launch client portal
Home Loan Partnership (HLP) has joined with Lifetime Group to introduce a new Client Relat...
Mortgage Advice Bureau chooses Mortgage27 sourcing system
Mortgage Advice Bureau (MAB) has chosen Mortgage27 to provide its mortgage sourcing system...
MortgageKeeper upgraded to include customer portal
CRM and workflow system MortgageKeeper has been upgraded to offer mortgage brokers’ cust...