CRM

Finova Broker CRM signs up Watts Commercial Finance

Watts Commercial Finance has selected Finova Broker CRM as part of a wider drive...

AdvisoryAI integrates with Curo to cut adviser admin

AdvisoryAI and Time4Advice have gone live with a new integration designed to remove the...

Mortgage Brain warns brokers over AI and password risks

Mortgage brokers are being urged to tighten up their data security practices with warnings...

JammJar sets out Winter26 platform changes ahead of live launch

JammJar has outlined new functionality coming to its Winter26 platform update ahead of a...

Mortgage searches fall by 14.64% after Budget shake up

Twenty7tec’s latest data shows that November brought a clear pause in borrower behaviour, with...

Plannr CRM secures SOC 2 certification to strengthen trust in financial advice tech

Plannr CRM has achieved SOC 2 certification, marking a significant step in its efforts...

Majority of advice firms now trialling AI and RegTech to cut compliance costs

More than half of UK financial advice firms are now testing or trialling artificial...

How social media can bridge the protection disconnect

The latest AMI Protection Viewpoint provided a compelling snapshot of the challenges and opportunities...

Chris Williams on being the architect of connection

For most of the last decade Chris Williams has been dissecting the machinery of...

Mortgage Finance Brokers partners with OMS for CRM

Mortgage Finance Brokers (MFB) has selected One Mortgage System (OMS) as its preferred Customer...
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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