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 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.