Generate Documents

Pre-population | Application Forms | Suitability Letters

The OMS ‘Generate Documents’ function allows for easy download of files, such as your company’s documents and application forms, with pre-populated information from the system. This saves you valuable time by removing the need to rekey information.

If you have you company specific documents and templates, you can provide these to us and we can prepare and upload them to your system for generation.

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