Integrated Sourcing

With your OMS package, we offer integrated sourcing systems for Mortgages, Secured Loans and Bridging Finance.

Protection Sourcing

OMS is integrated with Protection Insurance providers which can produce quotes for applicants stored on the system.

Criteria Sourcing

OMS is integrated with a Criteria Searching provider which can produce research for finding the right lender for the applicants.

Lender Integrations

OMS is integrated with over 7 lenders meaning information from the system can be run directly through their portals with no re-entering of information.

Automated Valuations

Access to AVMs allowing immediate property value estimates to support eventual mortgage valuations and assessment of LTVs.

Custom Workflows

You can create and customise workflows allowing your team to work the way you want them to. These can be edited at any point and easily maintained.

Credit Searching

Obtain your client's credit search via the OMS platform providing full details about your client. Making sourcing the right the lender easier and quicker for you.

Email & SMS Notifications

Through our customisable workflows and templates, the system can send notifications to the customers or introducer.

Document Suite

OMS allows users to instantly upload files on cases. All documents are safely and securely stored in the cloud and can be downloaded at any time.

Pre-populated Forms

This time saving solution allows you to generate documents with information from your records pre-populated, including your suitability letters.

Client Portal

The OMS Client Portal allows your customers to complete your fact find anytime, any place, 7 days a week and track their application with.

Introducer Portal

This slick portal helps introducers submit cases to you easily without missing information, the ability to upload relevant documents and information as required.

Full Reporting Suite

A full reporting suite is available to our users as well as the option to build custom reports. If its in the system, it can be reported on.

Support Helpdesk

Our dedicated support team is there to help with any issues or questions via our help desk on 0203 911 2211 or