One Mortgage System (OMS), the leading CRM and loan origination platform for intermediaries and lenders, has been chosen by Specialist Hub as its customer relationship management (CRM) provider.
The decision follows an extensive review of the firm’s systems, culminating in Specialist Hub selecting OMS to support how it manages client data and maximise efficiencies across the business. By using OMS as its core CRM platform, the firm will be able to hold all client information in one place, link data across systems, and support a more streamlined and seamless process for customers.
Specialist Hub offers access to a broad range of solutions, including secured loans, mortgages, bridging finance and commercial finance. OMS will provide a single CRM platform to support these different product areas, reducing repeat data entry and giving advisers a clearer view of each case from first contact through to completion.
OMS is the UK’s only end-to-end platform covering residential, buy-to-let, second charge, equity release, bridging, and commercial finance - plus general insurance, and protection - to provide users with best in class for product sourcing, protection sourcing and criteria searching.
Neal Jannels, Managing Director of One Mortgage System, commented:
“Choosing the right CRM provider is a key decision for any firm as it underpins how advisers work, how data is managed and how clients are supported. Specialist Hub is a good example of a firm that understands the value of having a single, joined-up system in place to generate more consistent, efficient and effective results. All while helping its advisers spend less time on admin and more time focused on the increasingly complex needs of their clients. Our approach has always been about building technology around how advisers actually work. This partnership reflects a shared focus on practical systems that support better outcomes for both firms and their customers and we look forward to working closely with Tony and the team in achieving their goals.”
Tony Sutton, Managing Director of Specialist Hub added:
“Selecting the right CRM was an important decision for us, particularly given the breadth of solutions we offer across the specialist lending market. OMS provides a single, joined-up platform to manage our client data and processes more efficiently, reducing duplication and streamlining the way we work. Ultimately, this will allow us to spend less time on administration and more time delivering the high level of service our clients and introducers expect.”
