Score (formerly Acre) has today unveiled enhanced support for business protection, including automated suitability letters and integrated sourcing, as it continues to extend its...
JammJar has unveiled a major update to its AI-powered operating system for mortgage advice firms, helping brokers review documents, update fact finds and manage their mortgage and...
Access Financial Services has launched Elev8, a new adviser CRM designed to help mortgage protection advisers improve productivity, strengthen client outcomes and grow their business
Allisons Financial Planning has become the latest mortgage advice firm to go live with JammJar, adopting the AI-powered operating system to help transform the way its advisers and...
Acre today announces a new partnership with Comentis, the award-winning Duty of Care assessment provider, which sees Acre integrating Comentis’ leading financial vulnerability...
One Mortgage System (OMS), the leading CRM and loan origination platform for intermediaries and lenders, has been chosen by Specialist Hub as its customer relationship management (CRM)...
Chartwell Mortgage Services has become the latest mortgage broker firm to adopt JammJar as its AI-powered operating system, replacing its existing CRM platform with technology designed...
One Mortgage System (OMS), the CRM and loan origination platform for intermediaries and lenders, has retained its position as the UK's highest-rated mortgage CRM platform after topping...
One Mortgage System (OMS), the CRM and loan origination platform for intermediaries and lenders, has extended its partnership with the Brightstar Group, continuing its role as the...
One Mortgage System (OMS), the CRM and loan origination platform for intermediaries and lenders, has announced CRM contract renewals with Promise Money and Leith Mortgage Centre