UK Moneyman selects OMS as tech partner
One Mortgage System (OMS), the seamless single-input enquiry to completion processing platform for brokers, has been selected by mortgage advisory firm UK Moneyman as its tech partner.
UK Moneyman has opted for OMS after a short trial of the system and this integration will offer its advisers full access to OMS’ all-encompassing CRM system and full workflow solution.
As one of the fastest growing mortgage advisory firms, UK Moneyman utilises the latest technology throughout ifs advice process and its free “Mortgage Monitoring” service checks every client’s mortgage 365 days a year to provide the peace of mind that they are not missing out on better offers.
OMS is the only end-to-end CRM system which covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance and protection. It has already integrated with four market-leading platforms – Iress, Twenty7Tec, iPipeline and Knowledge Bank – to provide users with best in class for product sourcing, protection sourcing and criteria searching.
Neal Jannels, managing director of One Mortgage System (OMS), commented: “As a firm who prides itself on creating long-standing relationships with clients and being highly responsive to their ever-evolving needs, there is a great sense of satisfaction that UK Moneyman recognises the value OMS can add to their proposition and how we can support them in their ambitious future plans.
“2021 has proved to be an incredibly busy and successful year for OMS. We are looking forward to 2022 with great optimism and further extending our ever-growing presence amongst the lending and intermediary community.”
Malcolm Davidson, managing director at UK Moneyman, added “We spent a long time looking for the right CRM partner and we are delighted to be partnering with OMS as we look to complete the final pieces in the “jigsaw” that is the end-to-end client journey.
OMS allows us to plug-in all the “best in class” mortgage software via their API, but more than that, for me, business is all about relationships and I have to say Neal has been so patient and understanding with us during the trial and transition period.
I think leaders of Mortgage businesses have come to realise there is no “silver bullet” perfect system out there, but for anyone thinking of making the leap I would urge them to at least put OMS on the shortlist”.