PMS Mortgage Club partners with three CRM suppliers

PMS Mortgage Club has announced three new partnerships with Customer Relationship Management (CRM) system providers Acre Software, Smartr365 and Mortgage Brain.

The move will give the mortgage club’s 6,000 directly authorised (DA) members access to the exclusive panel of CRM providers on enhanced commercial terms.

From today, Acre’s end-to-end platform for mortgage intermediaries will be available to PMS members for free until 30 June 2024. Smartr365’s CRM will be available on enhanced terms to PMS members from March 2022 while CRM Brain, the new system from Mortgage Brain, is currently in development and set to join the panel in the second half of 2022.

PMS’s new CRM panel is the first in a series of proposition enhancements set to be announced in 2022 for DA members of PMS and its sister-company Bankhall, alongside separate announcements for appointed representatives of Sesame Network.

Acre CEO and founder, Justus Brown, revealed that the firm was “thrilled” to have the recognition of PMS as it looks to improve its current broker processes and boost their deal conversion rates, while Smartr365 chief commercial officer, Billy Grimley, said that consumer expectations of the mortgage industry are “rapidly changing”.

Mortgage Brain sales and marketing director, Neil Wyatt, added that its collaboration with PMS will help “drive deeper and more personal customer relationships” for a better mortgage experience.

Sesame Bankhall Group chief operating officer, Richard Howells, also commented: “Technology is core to any advice firm, as advisers look to meet the evolving and increasingly diverse needs of their clients. As part of our promise to PMS members, we have assembled an exclusive panel of the leading technology providers.

“These are the mortgage CRM solutions that we believe are best placed to meet our members’ business needs, not only today but in the future. Furthermore, we have used our scale to do what PMS has always done and negotiate enhanced commercial terms to make these solutions even more compelling and add further value to PMS members’ businesses.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.

In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.

Air and the role of later-life lending
Content editor at MoneyAge, Dan McGrath, spoke to the chief executive officer at Air, Will Hale, about the later-life lending industry, the importance of tailored advice and how technology and obligations have shaped the sector.


Inside the world of high net worth lending
The mortgage market continues to evolve, and so too does the answer to the question: what is a high net worth individual in today’s market? In this episode of the Mortgage Insider podcast, host Phil Spencer is joined by Stephen Moroukian, Head of Product and Proposition for Real Estate Financing at Barclays Private Bank, and Islay Robinson, founder and CEO of Enness Global. Together, they explore what brokers really need to know when supporting high net worth individuals.

The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.