Online DIP System

Introducers | DIPs| Applications

OMS can provide you with a flexible introducer portal. This allows business to come into you seamlessly and hassle-free. Introducers can self-register, login and start a DIP to introduce to your business in minutes without any intervention on your side. Primarily aimed at packagers, this feature can also be geared for lenders.

The portal is equipped with functionality such as automatic Email & SMS updates that can be sent to the introducer to keep them informed about the case progress. Just as with the rest of the system, it is compatible with many technologies meaning introducers using older devices will have no issues using OMS.

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