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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 ...

  • Mar 24, 2017
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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
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Atom launches CRM system Together

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

  • May 27, 2016
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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
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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
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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
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Mortgage Advice Bureau chooses Mortgage27 sourcing system

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

  • Feb 26, 2014
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MortgageKeeper upgraded to include customer portal

CRM and workflow system MortgageKeeper has been upgraded to offer mortgage brokers’ cust...

  • Feb 26, 2013
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