Tag Result: Lilla Dilliway
CRM Clienttree integrates with UnderwriteMe Protection Platform
Customer relationship management (CRM) system Clienttree has integrated with the Underwrit...
Brokers mix and match CRMs as none ‘do a great job’ – analysis
Mortgage brokers are using multiple client relationship management (CRM) systems to create...
Clienttree CRM introduces e-signatures
Clienttree, the client relationship management (CRM) platform developed by mortgage advise...
Broker-developed CRM Clienttree adds mailshot functionality
Clienttree, the client relationship management (CRM) system created by mortgage broker Lil...
Broker-developed CRM integrates with Ignite and Sourcing Brain
ClientTree, the customer relationship management (CRM) created by mortgage broker Lilla Di...
Broker creates ‘client-centric’ CRM to put focus on borrower affairs
Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...
‘Our advisers regularly see clients whose focus on price alone has not led to a good outcome’ – Marketwatch
Speaking at the Building Societies Association annual conference last week, FirstHomeCoach...
Brokers: What does ‘doing the right thing’ look like? – Marketwatch
Recently Andrew Bailey, chief executive of the Financial Conduct Authority (FCA), has warn...
‘Out of the box thinking needs to be encouraged’ – brokers react to MAB partnership with Penrith BS
Industry figures have been responding to the announcement yesterday that Cumbria Mortgage ...
‘Not publishing product transfer rates may grow in popularity for lenders’ – Marketwatch
Lenders are more aggressive in retaining customers, offering product transfer deals much e...