key benefits criteria
Unlock the power of OMS by instantly accessing comprehensive criteria research using our integration partners - Knowledge Bank & Legal & General Ignite.
Find the perfect lender match based on your client's unique circumstances and elevate the accuracy of your recommendations.
Seamlessly transition between OMS and Knowledge Bank and Legal & General Ignite, taking advantage of the standalone search function for focused research.
This powerful integration is your key to accessing the most accurate and up-to-date research, complementing your sourcing efforts flawlessly. Experience the power of both Knowledge Bank and Legal & General Ignite alongside OMS, available for every case and featuring a standalone search function.
Find the Lender for you
You can access a vast repository of lender criteria at your fingertips. This empowers you to narrow down potential lenders based on specific criteria, ensuring a precise match for your client’s unique circumstances. You’ll save valuable time and eliminate the guesswork, resulting in accurate and well-informed lender selection.
Seamless Efficiency keeping you in control
Whether you’re sourcing or conducting criteria research, the transition is effortless. Enjoy a user-friendly interface that keeps you in control, empowering you to find the most suitable lenders with ease. The combined power of OMS, Knowledge Bank and Legal & General Ignite ensures a streamlined and efficient process every step of the way.
Stand out with accurate and up to date research
Access to accurate and up-to-date information is essential for successful mortgage sourcing ensuring you select the right product for your client quickly. Rest assured that the research you obtain is the most current and reliable in the industry as each lender updates their own criteria ensuring it remains 100% accurate at all times. Sourcing quickly enables you to provide exceptional service to your clients with the depth and accuracy of your lender recommendations.
Access to smarter criteria sourcing
To access the full potential of this integration, a Knowledge Bank or Legal & General Ignite license is required. Don’t worry if you don’t have one yet! We offer a seamless licensing process within OMS, allowing you to purchase a Knowledge Bank or Legal & General Ignite license directly through our platform. Take advantage of this opportunity to enhance your sourcing capabilities and deliver exceptional results to your clients.
Our integrations cover the entire lifecycle of the process, ensuring a seamless and comprehensive experience
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What our clients say
The ability to work from home in these challenging times has been made much easier by having a CRM system that is cloud based, fast and supported by a very knowledgeable team. I've used OMS for two years now after giving up with their competitors. OMS adapts to how you work and they are always improving it. My clients love the information it provides them and they can keep updated 24/7 on progress of their case by logging in ....
Simon AllenDirector, Searchlight Finance Limited
With all the TMG brands now all working from home, it’s great that we use the OMS CRM platform which enables us to continue running without disruption and allows our advising to keep advising. The support from the OMS team has been superb and we look forward to working with them over the coming months to help develop the system further. Real pleasure to work with.
Scott ThorpeDirector, The Money Group The team at Clever Lending have had a seamless transition from office working to home working, with OMS being cloud based it made our initial home working tests very easy to implement to a full home working operation. With case information and documents store on the cloud, we have been able to get everything we need at the touch of a button. As a manager, I’ve been able to keep a track of case process, staff activity and run MI reports with ease.
Kevin BlountClever Lending OMS has been brilliant for us at VIBE in enabling us to work efficiently from home with no disruption to our daily work!
It has always been flexible for us which is exactly what we wanted and the OMS team are always on hand to assist us with anything. I couldn’t recommend the OMS system more right now!
Kim McGinleyDirector, Vibe FinancialIt has always been flexible for us which is exactly what we wanted and the OMS team are always on hand to assist us with anything. I couldn’t recommend the OMS system more right now!
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