With your OMS package, we offer integrated sourcing systems for Mortgages, Secured Loans and Bridging Finance.
OMS is integrated with Protection Insurance providers which can produce quotes for applicants stored on the system.
OMS is integrated with a Criteria Searching provider which can produce research for finding the right lender for the applicants.
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.
Access to AVMs allowing immediate property value estimates to support eventual mortgage valuations and assessment of LTVs.
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.
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.
Through our customisable workflows and templates, the system can send notifications to the customers or introducer.
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.
This time saving solution allows you to generate documents with information from your records pre-populated, including your suitability letters.
The OMS Client Portal allows your customers to complete your fact find anytime, any place, 7 days a week and track their application with.
This slick portal helps introducers submit cases to you easily without missing information, the ability to upload relevant documents and information as required.
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.