About One mortgage system ltd
One Mortgage System Ltd: The Ultimate CRM System for Mortgage & Protection Intermediaries
One Mortgage System (OMS) is a UK-based CRM system that has been designed specifically for mortgage and protection intermediaries. Created by brokers, for brokers, packagers, and lenders, OMS is the ultimate solution to streamline your business operations and enhance your customer experience.
With over 20 years of experience in the mortgage industry, the founders of OMS understand the challenges faced by intermediaries in managing their clients' needs. They have developed a comprehensive platform that simplifies complex processes and automates repetitive tasks to save you time and increase productivity.
OMS offers a range of features that cater to every aspect of your business needs. From lead generation to post-completion follow-up, OMS has got you covered. Here are some of the key features:
1. Lead Management: With OMS's advanced lead management system, you can capture leads from multiple sources such as websites, social media platforms or third-party providers. You can also track leads through various stages of conversion using automated workflows.
2. Client Management: Once you have converted a lead into a client, OMS allows you to manage all aspects of their profile including contact details, financial information and communication history in one place.
3. Case Management: Managing cases can be time-consuming but with OMS's case management feature it becomes effortless! You can track cases from application submission through to completion with ease.
4. Compliance Management: Staying compliant with regulatory requirements is crucial in the mortgage industry; therefore OMS provides an integrated compliance module which ensures all documentation is up-to-date and meets regulatory standards.
5. Reporting & Analytics: With real-time reporting capabilities built into the system; users can access detailed reports on sales performance metrics such as conversion rates or revenue generated per broker/branch etc., helping them make informed decisions about their business strategy going forward!
6.Marketing Automation: OMS's marketing automation feature allows you to create and send targeted campaigns to your clients based on their preferences, interests, and behavior. This helps you stay top-of-mind with your clients and generate more business.
7. Integration: OMS integrates with a range of third-party providers such as lenders, conveyancers, solicitors etc., making it easy for intermediaries to manage all aspects of the mortgage process in one place.
OMS is not just another CRM system; it is a complete end-to-end solution that has been designed specifically for the mortgage industry. It offers unparalleled functionality that can help intermediaries save time, increase productivity and ultimately grow their business.
In conclusion, One Mortgage System Ltd is an innovative CRM system that has been designed by brokers for brokers. It offers a comprehensive suite of features that cater to every aspect of your business needs from lead generation through post-completion follow-up. With its advanced reporting capabilities and marketing automation features; OMS can help you stay ahead of the competition by providing insights into sales performance metrics while also helping you generate more leads through targeted campaigns!