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 team at Clever Lending have had a seamless transition from office working to home working, with OMS being cloud based it made our initial home working tests very easy to implement to a full home working operation. With case information and documents store on the cloud, we have been able to get everything we need at the touch of a button. As a manager, I’ve been able to keep a track of case process, staff activity and run MI reports with ease.

Kevin Blount

Clever Lending
The ability to work from home in these challenging times has been made much easier by having a CRM system that is cloud based, fast and supported by a very knowledgeable team. I've used OMS for two years now after giving up with their competitors. OMS adapts to how you work and they are always improving it. My clients love the information it provides them and they can keep updated 24/7 on progress of their case by logging in. I still feel I'm in my office with the information it provides and it's one less thing to think about in the current situation.

Simon Allen

Director, Searchlight Finance Limited