CMME integrates APPLY into CRM

Published on

Mortgage and protection adviser CMME has announced the integration of Twenty7tec’s APPLY, enabling users of CMME to submit applications to multiple lenders without the need to re-key data.

This integration will allow data to move freely from CMME’s CRM system to Twenty7tec’s platform and the APPLY module.

Users can submit either Decisions in Principle or Full Mortgage Applications to any lender connected to the APPLY system with supported functionality. APPLY streamlines the submission of mortgage applications to multiple lenders from one single platform, without the need to re-key client data.

This creates two-way communication between customers, advisers, and the lender. Advisers can submit documents, and case notes, and receive status updates all the way through to completion.

Nathan Reilly, director of lender relationships at Twenty7Tec, said: “I am delighted that CMME have integrated with APPLY to support advisers in seamlessly submitting applications to lenders without the need for re-keying. This integration will be great news to advisers who are determined to offer the most effective and efficient service possible to their clients.”

Mike Coshott, CEO of CMME, added: “At CMME we believe that our clients deserve a great experience when applying for their next mortgage. Having worked with Twenty7tec for several years as our main sourcing engine, integrating with APPLY will further enhance our client journey.

“Internally the same is true, with our advisor and admin team benefitting from the same streamlined process meaning their focus can be on providing our clients with the best possible advice.”

Latest POLL

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Caring for loved ones carries hidden financial toll, new analysis finds

A new report has revealed a stark and growing gap between people’s expectations around...

Investment in learning narrows financial services skills gap

Financial services firms are investing in employee learning at a faster rate than almost...

HTB extends standard BTL pricing to semi-commercial cases

Hampshire Trust Bank (HTB) has broadened its specialist mortgages offering by applying standard buy-to-let...

Danger of rental property shortage looms as landlords plan mass sell-off

A growing number of landlords are preparing to exit the private rental sector (PRS),...

Other news

Caring for loved ones carries hidden financial toll, new analysis finds

A new report has revealed a stark and growing gap between people’s expectations around...

Investment in learning narrows financial services skills gap

Financial services firms are investing in employee learning at a faster rate than almost...

HTB extends standard BTL pricing to semi-commercial cases

Hampshire Trust Bank (HTB) has broadened its specialist mortgages offering by applying standard buy-to-let...
Advertisement