MCI Club offers free CRM system to brokers

Published on

The MCI mortgage club has announced the early release of its free Customer Relationship Management (CRM) system, eKeeper Lite, to help advisers to work effectively during the Coronavirus crisis.

The tool is free to all UK mortgage brokers and features core functionality such as client and case management, case notes, address book and full document storage, all at no cost.

The MCI Club is hoping that early release of the cloud-based eKeeper Lite CRM can quickly support brokers who need a CRM solution while working remotely and who are legitimately concerned over how to effectively servicing their clients over the next three months and beyond.

MCI Club is also making eKeeper Lite available to non-MCI club members.

David Bennett, commercial director of eKeeper, which has been developing eKeeper Lite for the MCI Club, said: “The club is looking to provide the reassurance and the tooling to help mortgage brokers during this challenging time. Now, more than ever, is the time for brokers to understand their client bank and structure their approach going forwards.

“It has been a challenge for the team to accelerate the launch of eKeeper Lite but we feel that the intermediary market will find significant value in it, especially at this crucial time when most mortgage brokers need to work remotely from both their colleagues and their clients.

“We will also be announcing further functionality into eKeeper Lite that will provide comprehensive product coverage to allow brokers to service their clients even more easily.”

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

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

Conditional selling remains industry flashpoint as enforcement lags

Conditional selling remains one of the most persistent and contentious issues facing the UK...

Latest publication

Other news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...