One Mortgage System (OMS) has been selected by intermediary firm Xpress Mortgages as its choice of CRM system.

Xpress Mortgages is a directly authorised mortgage advisory firm formed in 2006 and its latest partnership will extends OMS’ coverage across the intermediary market.

OMS is the only end-to-end platform which covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance, and protection.

The tech platform, which recently achieved ISO 27001 certification, is integrated with providers including Ignite, Submissions Brain, The Source, Twenty7Tec, iPipeline, Hometrack, Experian, Equifax, Uinsure, Air Sourcing and Knowledge Bank, to provide users with product sourcing, protection sourcing and criteria searching.

Director at Xpress Mortgages, Rachel Lummis, commented: “We wanted to move to a CRM system that would speed up the mortgage administration process. Spending time repeatedly keying in the same data to numerous platforms was not the best use of our time. We had a demo with OMS and were quite frankly blown away.

“This is a move which will significantly cut down the administration time on each case and make the process seamless.”

Business partnership and growth director at OMS, Melanie Spencer, added: “It’s always reassuring to have such positive tech related conversations with intermediary firms, especially forward-thinking ones such as Xpress Mortgages which has established a strong reputation in the industry for delivering the highest service standards.

“We hope the integration of our CRM solution will further enhance these already impressive client relationships and improve the mortgage journey by automating workflows and optimising time-consuming internal processes, amongst many other important features.”

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