- Written by: Ozgur Unlu
For mortgage and protection advisers there is no disagreement that managing a bank of clients from the initial meeting until completion is hard work. As an adviser, you are responsible for supporting each request a client makes as quickly and ...
- Written by: Deborah Lewis
Mortgage Magic, the provider of one of the UK’s most advanced CRM and mortgage management platforms, has launched an app that provides a private portal between its broker subscribers and their mortgage customers. ...
- Written by: Introducer Today Team
Ozgur Unlu, managing director of 360 Dotnet, addresses the key items and points for financial advice businesses to consider when adopting technology. ...
- Written by: Deborah Lewis
eKeeper has launched a new customer relationship management (CRM) system for lenders, named Intermediary Manager. ...
- Written by: Deborah Lewis
Customer relationship management (CRM) and mortgage management platform, Mortgage Magic, has signed an agreement to provide mortgage and protection brokerage Access Financial Services with a new back office system with full front-end integration. ...
- Written by: Deborah Lewis
Mortgage Magic’s customer relationship management (CRM) and mortgage management system has been integrated with a complete Voice over Internet Protocol (VoIP) system. ...
- Written by: Deborah Lewis
Activity levels of members of the mortgage and protection network HL Partnership (HLP) are 32% higher than in the first quarter of 2020. ...
- Written by: Deborah Lewis
Mortgage, lending and banking customer relationship management (CRM) system, eKeeper, has successfully integrated DocuSign’s eSignature functionality into its intermediary-focused CRM, MortgageKeeper. ...
- Written by: Deborah Lewis
Webline, an online quote and e-apply portal from research software developer, Synaptic, is now accessible to mortgage advisers through a new systems integration with Mortgage Brain’s ‘The Key’. ...
- Written by: Deborah Lewis
Right Mortgage Company (RMC) has agreed to a new five-year contract with Mortgage Brain following an evaluation of the industry’s mortgage sourcing and CRM providers. ...
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