CRM

Primis adds Uinsure sole-tie option to simplify general insurance process

Primis Mortgage Network has introduced a sole-tie option with Uinsure, giving adviser firms an...

Cleerly adopts Acre CRM as conversion rates climb

Specialist mortgage broker Cleerly Mortgages has implemented Acre’s CRM platform after a review of...

Brokers review sourcing technology as demand grows for connected systems

Mortgage brokers are increasingly reassessing their technology stacks, with sourcing systems emerging as the...

OMS appoints Simon Tippett as head of delivery

One Mortgage System (OMS) has appointed Simon Tippett as head of delivery as the...

Twenty7tec adds more than 90 users to advice CRM in Q1

Twenty7tec has onboarded more than 90 users across 15 firms to its ADVICE CRM...

OMS adds Twenty7tec monitoring tool to broker platform

One Mortgage System (OMS) has integrated Twenty7tec’s ADAPT product monitoring tool into its CRM...

OMS appoints Esther Morley as non-executive director

One Mortgage System (OMS) has appointed Esther Morley as non-executive director as the mortgage...

Technology adapts so you don’t have to

20 years ago, many brokerages looked and operated in very similar ways. Typically small,...

Acre wins In Partnership technology rollout mandate

Acre has been selected by mortgage and wealth network In Partnership to supply a...

Mortgage Brain unveils major CRM Brain update shaped by broker feedback

Mortgage Brain has released its most extensive update to CRM Brain, introducing new functionality...

Brilliant Solutions moves to OMS platform in CRM partnership

One Mortgage System (OMS) has agreed a partnership with Brilliant Solutions following a review...

OMS widens Sikoia tie-up with deeper document checks and case data tools

One Mortgage System (OMS) has expanded its partnership with Sikoia, adding wider document verification...

Acre adds full Nationwide mortgage applications to its CRM

Acre has expanded its integration with Nationwide so brokers can complete a full mortgage...

Source Insurance integrates platform with HPS Insurance CRM

Source Insurance has partnered with HPS Insurance to integrate its home insurance quotation platform...
12Page 1 of 2

COMMENT

Comment

How brokers can secure better client outcomes in a volatile market

Experience has always counted in the mortgage market. Brokers who worked through the financial crisis, the Covid pandemic, the Liz Truss mini-Budget and cost-of-living...

Housing reform needs a thriving private rental sector, not just a thriving sales and purchase market

One of the most encouraging developments over recent weeks has been the renewed focus on improving the homebuying and selling process. The Government's plans to...

The economics of developing the next generation of advisers

Over the past couple of decades, I have worked alongside literally thousands of AR and DA firms, from businesses employing one or two advisers...

Is Andy Burnham the New Messiah or just Starmer with better eyebrows?

What a damning indictment of Labour that Andy Burnham appears to be strolling towards the leadership in what looks less like a contest and...

Approvals hit a 2.5-year low: When broker value gets proven – or missed

Net mortgage approvals dropped to 56,200 in May – the lowest since December 2023 - down from 66,000 the month before. Net borrowing fell from...

Latest news

Appointments

LSL Financial Services appoints interim managing director

LSL Financial Services has appointed Piotr Nowosad as interim managing director to lead its...
News

Mortgage demand slows in second quarter as higher rates hit affordability

Higher borrowing costs weighed on mortgage demand during the second quarter, although Stonebridge says...
Cover

Omni Protect becomes first service provider to adopt Beagle Street intermediary proposition

Omni Protect has become the first service provider for directly authorised firms to offer...
Technology

Dudley BS rolls out new mortgage platform to all brokers

Dudley Building Society has completed the rollout of its new mortgage origination platform to...

PROFILES