Emails | SMS | Brokers & Clients

OMS can be customised so that it sends automated Email & SMS notifications. They can be sent to customers and/or introducers depending on the type of case you are processing. These can be attached to the Workflows so when you complete a significant task it can send to update them or request further actions. This is also used for other functions such as the password reset and registration notifications.

These are fully customisable and can pre-populate information such as the customer’s/introducer’s name and details. You have unlimited emails and 700 SMS messages per month with your standard OMS package.

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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