Online Fact Find Facility

Anytime | Anyplace | 7 Days a Week

Our web-based customer portal allows the customer to complete a fact find remotely in any location with an internet connection. Their progress is easily trackable and if they need any assistance, it is easy for you to pick up from where they left off.

It also provides many useful facilities such as a document suite where they can upload documents you have requested. The portal doesn’t have to be downloaded and is compatible with a wide range of operating systems (OS), web browsers and devices allowing easy use for customers using technologies of different age and size. The customer can self register for the system through OMS’s simple client registration page saving you time to do the important stuff.

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  • Step by Step Process
  • User friendly
  • 24/7 accessibility
  • Laptop/Desktop Compatible
  • Tablet Compatible
  • Windows/Mac OS Compatible
  • Documents Storage Facilities
  • Easy Setup
  • Track their Applications
  • No Downloads Required
  • Data Cloud Stored
  • Controllable and Secure
  • Email & SMS Notifications
  • Client Portal Guide
The OMS team have provided West Yorkshire Money and the majority of the Money Group Brands their CRM system, not only can we adapt it to each brand, they are quick to respond to fixes, amendments and improvements. They provide results and their teams extensive industry knowledge shines through all other systems I’ve encountered with the many Lender CRMS I have worked with. Highly recommend and grateful for your support moving forward

Adele Forbes

Director, West Yorkshire Money
When we were initially sourcing a CRM system – we knew exactly what we wanted but couldn’t quite find one that worked for us as a specialist broker. We came across OMS, a system built for brokers, by brokers which in itself went a long way! The system itself meets our needs and has everything we need to save time to ensure that our business runs smoothly. We are continuing to work closely with the OMS team who are both experienced and efficient to make the system even better and more tailored for our business

Kim McGinley

Director, Vibe Financial