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.

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.