Tell us about your background and your role at One Mortgage System (OMS)?
I’m Head of Marketing, Sales & Partnerships at One Mortgage System, where I lead our front-facing functions across the business as well as Project Managing on Originations builds. That includes everything from brand and go-to-market strategy, through to building and managing our partnerships, and supporting lender and broker growth through their builds and onboarding at OMS.
My background is rooted in financial services, particularly within the mortgage sector, but I’ve spent the past few years deepening my technical understanding of fintech. That’s been a key part of my journey, being able to bridge the gap between complex technology and the practical needs of lenders, brokers and ultimately borrowers.
I also get involved in leading originations projects, working closely with our delivery and development teams to ensure we’re building solutions that genuinely improve efficiency, reduce manual processes and create a better end-to-end experience.
How do you assess potential partnerships for OMS, and which types of partnerships have proved the most successful and why?
We approach partnerships very strategically. For us, it’s about whether a partner genuinely enhances the ecosystem we’re building for our users, whether that’s lenders, brokers or networks.
There are three key things we look at….
- Does it solve a real problem for our users?
- Can it be seamlessly integrated into the workflow?
- Does it improve outcomes without adding complexity?
The most successful partnerships we’ve developed are those that are fully embedded into the OMS platform, rather than sitting alongside it. Our platform already integrates with over 50 providers across areas such as credit, sourcing, compliance and conveyancing, which gives users a fully connected experience.
Where partnerships work best is when they remove friction, whether that’s reducing rekeying, automating processes, or enabling clients to access additional services without leaving the system. Those are the partnerships that drive the most engagement and long-term value.
For your originations platform, how do partnerships differ compared to what you have in place for your CRM users?
The core principle is the same, creating a connected ecosystem, but the focus is slightly different.
For CRM users, partnerships are often about breadth. It’s about giving brokers access to a wide range of tools and providers that support the full advice journey, from initial enquiry through to completion and beyond.
For originations, partnerships are more focused on depth and control. Lenders need highly tailored integrations that align with their specific underwriting policies, risk appetite and operational processes.
So while CRM partnerships tend to prioritise flexibility and choice, originations partnerships are more about precision, embedding the right data, automation and decisioning tools directly into the lender’s workflow to support faster, more consistent outcomes.
You have recently partnered with Curvestone AI, how has this been received by your users (lenders and brokers) and how is AI changing your choice of potential partners?
The partnership with Curvestone AI has been a really positive step for us. There’s a clear demand from both lenders and brokers for smarter compliance and automation, particularly as regulatory expectations continue to evolve.
Curvestone bring AI-driven compliance automation directly into the OMS journey, automatically reviewing documents, identifying gaps or inconsistencies and providing a full audit trail in real time.
What’s been particularly well received is that it enhances the existing process rather than disrupting it. Users don’t have to learn a new system, it’s embedded within their current workflow, which is key to adoption.
From a partnership perspective, AI is definitely shaping how we think moving forward. We’re increasingly looking at partners who can deliver intelligent automation, improve data accuracy and support decision-making, while still being transparent and aligned with regulatory requirements.
What areas are you looking for partners to fill in the near future and why?
Firstly, deeper data and automation capabilities, anything that can further reduce manual processing, improve speed and enhance accuracy across the case journey.
Secondly, specialist services that allow brokers and lenders to expand their offering without increasing operational burden. For example, partnerships that support areas like protection or more complex cases are a natural fit, particularly where they can be seamlessly embedded into the platform.
And finally, we’re seeing growing interest in tools that support compliance, reporting and auditability. As the market continues to evolve, having robust, scalable solutions in this space is becoming increasingly important for firms of all sizes.
