Online DIP System
Introducers | DIPs| Applications
OMS provides a flexible introducer portal. This allows leads to come into you seamlessly and hassle-free. Introducers can self-register, login and submit business to your team in minutes. Primarily aimed at packagers, this feature can also be used for brokerages that accept referal leads as well as 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 your OMS.
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.