One Mortgage System (OMS) has been adopted by Xpress Mortgages.
The intermediary firm, founded by Rachel Lummis, has opted for OMS as its CRM system of choice after an extensive review period.
OMS covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance, and protection. It is integrated with providers – Ignite, Submissions Brain, The Source, Twenty7Tec, iPipeline, Hometrack, Experian, Equifax, Uinsure, Air Sourcing and Knowledge Bank – to provide users with product sourcing, protection sourcing and criteria searching.
Melanie Spencer, business partnership and growth director at One Mortgage System (OMS), said: “It’s always reassuring to have such positive tech related conversations with intermediary firms, especially forward-thinking ones such as Xpress Mortgages who have established a strong reputation in the industry for delivering the highest service standards.
“We hope the integration of our CRM solution will further enhance these already impressive client relationships and improve their mortgage journey by automating workflows and optimising time-consuming internal processes, amongst many other important features.”
Lummis (pictured), director at Xpress Mortgages, added: “We wanted to move to a CRM system that would speed up the mortgage administration process. Spending time repeatedly keying in the same data to numerous platforms was not the best use of our time.
“We had a demo with OMS and were quite frankly blown away. This is a move which will significantly cut down the administration time on each case and make the process seamless.”
