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Clienttree CRM introduces e-signatures

Clienttree, the client relationship management (CRM) platform developed by mortgage advise...

  • Apr 03, 2024
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Broker-developed CRM Clienttree adds mailshot functionality

Clienttree, the client relationship management (CRM) system created by mortgage broker Lil...

  • Mar 27, 2024
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Broker-developed CRM integrates with Ignite and Sourcing Brain

ClientTree, the customer relationship management (CRM) created by mortgage broker Lilla Di...

  • Jan 03, 2024
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Broker creates ‘client-centric’ CRM to put focus on borrower affairs

Mortgage broker Lilla Dilliway (pictured) has launched a customer relationship management ...

  • Jul 06, 2023
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‘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...

  • Jun 05, 2019
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Brokers: What does ‘doing the right thing’ look like? – Marketwatch

Recently Andrew Bailey, chief executive of the Financial Conduct Authority (FCA), has warn...

  • May 01, 2019
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‘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 ...

  • Apr 09, 2019
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‘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...

  • Feb 13, 2019
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