The agreement is with the eKeeper Group, which has products including the CommercialKeeper system and the Senro IFA CRM product, all of which will be available for the white label product.
Rick Watkin, managing director of the eKeeper group, said: “Our customers cover the whole range of adviser businesses, including ARs and DAs, and we are the leading CRM system for the independent broker market.
“We have surveyed our user base and found that over 90% of MortgageKeeper users elected to use Trigold Prospector for mortgage sourcing. Through this agreement we will be working closely with Avelo Trigold to supply the sourcing system of choice in a fully integrated, easy to use product directly to our customers.”
Dave Miller, head of portal at Avelo, said: “This agreement provides users across all eKeeper systems with the opportunity to streamline their processes and harness technology to do what it does best – freeing up time for intermediaries to spend with clients and building revenue streams.
“We see the affiliation as an exciting, strategic development for both businesses. We look forward to working with MortgageKeeper and supplying its clients with software that will create efficiencies across its businesses.”
