Important:

This article is for information purposes only.

Please remember that financial investments may rise or fall and past performance does not guarantee future performance in respect of income or capital growth; you may not get back the amount you invested.

There is no obligation to purchase anything but, if you decide to do so, you are strongly advised to consult a professional adviser before making any investment decisions.

PMS Mortgage Club forms three partnerships for enhanced CRMs

Mortgage crm

PMS has signed deals with Acre, Smartr365 and Mortgage Brain to become its preferred CRM suppliers

PMS Mortgage Club has formed three partnerships to give its directly authorised (DA) members access to a panel of customer relationship management (CRM) system providers on enhanced commercial terms.

PMS has signed deals with Acre, Smartr365 and Mortgage Brain to become its preferred CRM suppliers following a due diligence process.

Acre’s end-to-end mortgage intermediaries platform is 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, whilst CRM Brain, from Mortgage Brain, is currently in development and set to join the panel in the second half of 2022.

Richard Howells, chief operating officer at Sesame Bankhall Group, said: 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, he said.

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, he said.

Justus Brown, chief executive and founder of Acre Software, added: We are thrilled to have the recognition of PMS as we look to improve current broker processes and boost their deal conversion rates as the property market continues to thrive.

He said: Through this arrangement, we can provide brokers with innovative technology that reduces the steps between clients and their dream home.

Important:

This article is for information purposes only.

Please remember that financial investments may rise or fall and past performance does not guarantee future performance in respect of income or capital growth; you may not get back the amount you invested.

There is no obligation to purchase anything but, if you decide to do so, you are strongly advised to consult a professional adviser before making any investment decisions.