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.

The renewed agreements will see both firms continue using the OMS platform, with the technology provider saying the renewals further strengthen its relationships with intermediary firms across the UK.

OMS provides a fully integrated CRM and loan origination platform designed to support the mortgage process from initial enquiry through to completion and ongoing client retention.

Features include automated workflows, document management, product sourcing, lender integrations, compliance support, client communication tools and reporting functionality.

Dale Jannels (pictured), chief executive officer of One Mortgage System, commented:

“We are seeing more intermediary firms reassess how much time is still being lost through fragmented systems, manual processes and disconnected customer journeys.

“For firms operating in competitive areas of the market, whether that’s specialist finance, remortgaging or buy-to-let, having a CRM which centralises workflows, automates administration and improves visibility across the entire case journey is becoming increasingly important.

“It’s no longer just about storing client data. Firms want technology which helps advisers spend more time advising, improves consistency across the business and strengthens long-term customer relationships through better communication and retention strategies.

“These renewals reflect the value of strong technology partnerships and we are delighted to continue supporting Promise Money and Leith Mortgage Centre as their businesses continue to grow and evolve.”

Steve Walker, managing director of Promise Money, said: “OMS gives us the ability to fully customise workflows and documents for our internal teams and our customers.

“As an example, we decided to change some questions in our fact find, reorganise the question order and amend the corresponding outputs into our suitability letter.

“There was no requirement to involve developers and the whole job was done internally and live within 30 minutes.

“As both a broker and a packager, this capability is really important. Add to that the integrations into lenders, e-signature, and many others, OMS gives us what we need to act quickly with minimal fuss or reliance on third parties.”

David Barnes, director of Leith Mortgage Centre, added: “We chose to stick with OMS after 3 years of usage because they’re the best mortgage-focused CRM we could find on the market. We’ve been happy with their service and support for the last 3 years.”