One Mortgage System (OMS) is a UK based CRM System for Mortgage Intermediaries. The system is highly customisable for all sizes of brokers, from one man bands to brokerages with multiple offices and advisers.
Over the last decade as the world has raced forward technologically, the mortgage market and particularly the specialist finance sector has remained underserved. OMS was conceived as the all in one solution to this growing problem. With a constant acceleration in changes to the regulatory environment, more clients are requiring specialist finance. Every case is taking more work to get the same result. The OMS system has been designed from the ground up so that advisers can dedicate their time to what really matters, providing the best advice and maintaining close relationships with their clients.
OMS is integrated with four market leading platforms to provide users with best in class for product sourcing, protection sourcing and criteria searching (IRESS, Twenty7Tec, iPipeline and Knowledge Bank).
The integration of IRESS’s Trigold mortgage software seamlessly links with the OMS platform to offer users additional choice in sourcing mortgage products which will help streamline the application process (OMS already uses Twenty7Tec, so OMS users have a choice of product sourcing platform to use). OMS is fully integrated with iPipeline’s SolutionBuilder®, providing protection research, quotes and direct apply to providers, allowing users to easily compare all protection needs within a simple and responsive user interface. Knowledge Bank integration made OMS the first system to combine CRM, criteria search and product sourcing in one login and licence.
These integrations allow OMS users to seamlessly benefit from a one-stop mortgage and protection process offering extensive product sourcing without the need to rekey any data. It also includes full workflow solutions and case journeys built for users to amend as best suits their business needs.
Key features to the system include: CRM, full sourcing, audit trail, pre-population, DIPs, full two-way lender integration with a number of lenders. The system also allows document uploads, sourcing, KFIs, evidence of research, email and SMS updates, pre-underwriting, AVMs, credit searches and so much more to help save brokers hours of administration time.
To learn more about the One Mortgage System and book a free demonstration, visit https://omsystem.website/
Paradigm members receive a £5 discount per licence per month. Multiple user discount available.