Mortgage & Bridging Sourcing
Mortgages | Secured Loans | Bridging Finance
OMS is integrated with two market-leading product sourcing systems for Mortgages and Bridging & Commerical Loans. Your OMS will produce sourcing results brought back from these providers without the need to re-enter the information. From there you can save and store product information into the system and produce an ESIS & EOR. Our sourcing partners are industry renowned and provide highly accurate product sourcing.
Note: To utilise this functionality, you will require a licence with the sourcing provider(s). If you already have a licence, we can transfer this into your OMS or we can provide you a licence at a discounted rate. This will not affect your standalone access to either system.
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.
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.