CRM

BrokerSync grows network after Acre technology deal

BrokerSync has expanded its appointed representative network to 24 firms in the six months...

Mortgage Brain training programme gains LIBF accreditation

Mortgage Brain has secured continuing professional development accreditation from LIBF for its adviser training...

JammJar adds iPipeline protection sourcing to mortgage platform

JammJar has integrated iPipeline's protection sourcing technology into its artificial intelligence-powered operating system for...

Rosemount adopts intelliflo office for adviser network

Rosemount Financial Solutions (IFA) has integrated intelliflo office as its new customer relationship management...

OneDome shortlisted for three business awards

OneDome has been named a finalist in three categories at the Lloyds British Business...

Specialist Hub appoints OMS to streamline client management

Specialist Hub has selected One Mortgage System (OMS) as its customer relationship management provider...

Mortgage Brain adds Uinsure home insurance quotes to CRM platform

Mortgage Brain has integrated Uinsure with CRM Brain, allowing brokers to arrange buildings and...

OMS holds top mortgage CRM rating in broker study

One Mortgage System has retained the highest rating among mortgage CRM platforms in the...

Olmo adds AI-powered automatic file checking for mortgage brokers

Olmo has launched an AI-powered automatic file checking system designed to help mortgage firms...

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...

COMMENT

Why energy efficiency is hiding mortgage portfolio risk

For years, ESG strategies across the UK mortgage sector have operated under a relatively straightforward principle: better Energy Performance Certificate (EPC) ratings equal lower...

Affordability shocks and expiring deals: why the 2026 mortgage peak demands a holistic protection review

I speak to mortgage advisers and brokers every day, and one topic keeps coming up - the sheer number of mortgage deals coming to...

Why the FCA’s Protection Report is a wake-up call and a massive opportunity for advisers

According to Mortgage Advice Bureau, approximately 90% of all mortgages are secured through an adviser, and 80% of protection are sold via the same...

Bank Rate holds, but the pressure is building

The Bank of England's decision to maintain Bank Base Rate (BBR) last month at 3.75% provides another period of stability for the mortgage market,...

How are we supporting the next generation of first-time buyers?

With GCSE and A-level results out over the last fortnight, it feels like the right moment to ask a question the industry doesn't spend...

Latest news

UK residential property transactions fall in July as uncertainty weighs on market

UK residential property transactions declined in July on a seasonally adjusted basis as borrowing...

Zurich joins UnderwriteMe protection platform in limited rollout

Zurich has made its Personal Protection and Income Protection products available through UnderwriteMe's Protection...

Access FS targets adviser expansion in five-year growth plan

Access Financial Services has unveiled a five-year strategy to expand its adviser network, develop...

Buckinghamshire BS introduces broker affordability calculator

Buckinghamshire Building Society has launched a residential affordability calculator intended to give mortgage brokers...

PROFILES