eKeeper has launched a new customer relationship management (CRM) system for lenders, named Intermediary Manager.
The system – which can be used by other product providers – launched last week with The Cambridge Building Society as its first subscriber.
Intermediary Manager will structure The Cambridge’s relationships with its intermediary partners by securely storing and managing information related to its adviser population. It will also integrate business intelligence (BI) data from The Cambridge’s mortgage origination platform.
Other features available to lenders and providers include a full and configurable workflow management for onboarding and a document management suite to control the production of documents.
The CRM system will integrate BI data from its mortgage originations into Intermediary Manager, providing full management reporting. This will include visual summaries linked with at an individual adviser, firm and/or network level.
Through the configurable dashboard, users at The Cambridge can generate their own unique interface, supporting different BI widgets such as customised graphs or reports, along with notifications and diary reminders.
David Bennett, commercial director of eKeeper, comments: “We have worked with The Cambridge for some time to launch our newest product and can now roll it out across the market both to lenders and other product providers.”
Following a number of conversations over the past 18 months, Bennett was surprised at the lack of CRM provision in the lender space, which he says is needed to handle their intermediary relationships.
“As we have an extensive range of innovative CRM software and an intimate knowledge of the mortgage and protection sectors, adapting our core system, has allowed us to deliver a tailored relationship system to support The Cambridge’s on-going growth.”
“We have also been able to incorporate many of the strongest key differentiators of eKeeper’s existing CRM systems, which we know will be hugely valuable to lenders,” he says.
Kathy Bowes, intermediary manager at The Cambridge, adds: “The launch of the new eKeeper CRM software is a great new development for The Cambridge. The system will provide a holistic view of our intermediary partners and enable my team to have a better understanding of the types of business they tend to work on.”
“The insight gained will enable us to have more meaningful conversations with our intermediaries and allow us to better support their needs.”