Choosing your CRM solution with care

Choosing your CRM solution with care

The business case for having a good customer relationship management (CRM) system is clear. Effective CRM enables brokers to collect, access and use client data more effectively in a post-GDPR world. That means organising and automating tasks to reduce paperwork and...
Point A to Z: Why end-to-end matters

Point A to Z: Why end-to-end matters

Whether you’ve been in business for 10 years or 10 months, it’s likely you already have processes in place to manage your clients and the mortgage application. To a greater or lesser extent, the technology you use will support these activities. In some cases though, a...