Mortgage & Bridging Sourcing

Mortgages | Secured Loans | Bridging Finance

OMS is integrated with two mortgage product sourcing systems, including for bridging and development loans. We use what you’ve entered into the CRM part of the system to produce sourcing results that are brought back without any data leaving OMS. From there you can then save and store the product information into the system for record keeping. Our sourcing partners are industry renowned and provide with high accuracy product sourcing.

Note: To utilise this functionality, you will require a licence with the sourcing system(s). If you already have a licence, we can transfer this into OMS or if you require one we can provide you a licence at a much discounted rate. This will not affect your standalone access to either system.

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