All Types of Mortgages Ltd (AToM) has unveiled a CRM system with a built-in specialist sourcing system.
Dale Jannels, managing director of the specialist mortgage distributor, said: “Like most businesses AToM has looked a number of different solutions to assist both ourselves and our broker introducers when it comes to specialist lending. Having reviewed the market, we decided to write and commission our own new CRM from scratch allowing us to control, change and enhance as needed with immediate implementation. We’ve called it AToM Together as our ethos encompasses a desire to work together with intermediaries, network partners and lenders.
“In addition, we have integrated the Twenty7Tec sourcing system in order that our introducing partners only need one input to enquire, DIP, source, produce KFIs and download pre-populated lender application forms. Audit trails are downloadable when needed and brokers can upload documents, case track, send emails, receive SMS updates and more.”
“We are delighted to have been selected by AToM to work with them to provide sophisticated and accurate mortgage sourcing to all of their stakeholders,” said James Tucker, managing director of Twenty7Tec.
“We have been hugely impressed with the new point of sale system that AToM have developed internally, and having our sourcing seamlessly integrated into that will offer numerous benefits and efficiencies, for both AToM staff, and introducers.”
Jannels added: “Every lender on the AToM specialist panel is available on our new systems, along with their application forms. Although we would love our world to be paperless, a number of lenders still require paper forms and these can be pre populated from our system.
“We are trying to make each step of the process dealing with AToM packaging as easy and efficient as possible. All documents can be uploaded and cases fully tracked. Having our own system allows us to move quickly and create new updates when required. I’ve already seen what’s going to be launched in phase two and this is an exciting next step in the AToM story.”
