This integration will offer its advisers full access to OMS’ CRM system and full workflow solution.
One Mortgage System (OMS) has been selected by mortgage advisory firm UK Moneyman as its technology partner.
UK Moneyman has opted for OMS after a short trial of the system; this integration will offer its advisers full access to OMS’ CRM system and full workflow solution.
Neal Jannels, managing director of One Mortgage System (OMS), said: “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."
