Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Strategy. Read the original article for full details.
OMS Renews CRM Contracts with Promise Money and Leith Mortgage Centre
One Mortgage System (OMS) has announced the renewal of CRM contracts with Promise Money and Leith Mortgage Centre. Both firms will continue to use the OMS platform, aiming to improve efficiency and enhance experiences for advisers and customers.
The OMS CRM and originations platform is designed to streamline the mortgage process from initial enquiry through to completion and ongoing client retention. The platform offers features such as automated workflows, document management, audit trails, product sourcing, API integrations, compliance support, lender connectivity, client communication tools, and reporting functionality. These tools are intended to assist with regulatory reporting and day-to-day business monitoring.
The renewed agreements mean Promise Money and Leith Mortgage Centre will maintain access to OMS’s technology, supporting their operational needs and customer service delivery. The platform’s features are relevant for UK property professionals, including letting agents and inventory clerks, who rely on efficient document management, compliance support, and streamlined communication in their daily operations.
Source: Mortgage Strategy