The tool features core functionality such as client and case management, case notes, address book and full document storage, all at no cost.
The MCI mortgage club has released a free CRM system, eKeeper Lite.
The tool features core functionality such as client and case management, case notes, address book and full document storage, all at no cost.
According to the club, the early release is to support brokers who need a CRM solution while working remotely, and who are concerned over how to effectively servicing their clients over the next three months and beyond.
Furthermore, the software will also be available to non-MCI club members.
David Bennett, commercial director of eKeeper, said: “The club is looking to provide the reassurance and the tooling to help mortgage brokers during this challenging time.
“Now, more than ever, is the time for brokers to understand their client bank and structure their approach going forwards.”
“It has been a challenge for the team to accelerate the launch of eKeeper Lite but we feel that the intermediary market will find significant value in it, especially at this crucial time when most mortgage brokers need to work remotely from both their colleagues and their clients.
“We will also be announcing further functionality into eKeeper Lite that will provide comprehensive product coverage to allow brokers to service their clients even more easily.”
