One Mortgage System has retained the highest rating among mortgage CRM platforms in the latest Smart Money People Mortgage Lender Benchmark Study.
OMS recorded a Broker Experience Index score of 67.0 in the CRM category, having also led the rankings in the second half of 2025.
The platform was rated across measures including overall satisfaction, ease of use, value for money and customer support.
The study, which measures brokers’ experiences of lenders and technology providers, found that advisers increasingly expected technology to simplify the advice process, improve visibility of cases and reduce administration.
OMS provides technology for residential, buy-to-let, second-charge, equity-release, bridging and commercial mortgages, as well as general insurance and protection. Its platform includes product and protection sourcing and criteria-searching tools.
Dale Jannels, chief executive of One Mortgage System, said: “Being recognised once is rewarding but retaining that position is a much tougher test because broker expectations don’t stand still.
“Quite rightly, firms constantly expect more from the tools, platforms and solutions they use, placing greater pressure on technology providers to innovate quickly, deliver reliably and back that up with the right level of support.
“A CRM is no longer simply a place to record client information. It has become the operational hub of a modern advice business, connecting lenders, sourcing systems, protection providers, conveyancers and compliance into one joined-up process.
“The firms that continue to grow will be those whose technology gives them the freedom to spend less time on administration and more time developing their businesses.
“That’s why we’ve always focused on continuous improvement rather than standing still. Listening to our users has never been a marketing exercise for us; it’s how we decide what to build and improve next.”
Jake Sandford, head of data & analytics at Smart Money People, added: “Technology has become an essential part of the advice process, but brokers are no longer impressed by features alone.
“They’re looking for systems that fit naturally into the way they work, remove unnecessary complexity and allow them to spend more time supporting clients rather than managing processes.
“Our research shows OMS consistently met those expectations, achieving the highest Broker Experience Index in the CRM category through strong scores across satisfaction, ease of use, value for money and customer support.
“It’s a good example of how brokers continue to reward technology that delivers practical value every day.”
