key benefits protection
Welcome to a new era of efficiency, convenience, and seamless integration with OMS and iPipeline's SolutionBuilder®
Our groundbreaking partnership empowers OMS users with comprehensive protection research, quotes, and direct application capabilities.
Effortlessly compare all your protection needs within a user-friendly interface, eliminating the need to switch systems.
Experience a one-stop mortgage and protection process that takes advantage of extensive product sourcing, while also offering customisable workflows and case journeys tailored to your business needs.
Say goodbye to the complexities of juggling multiple platforms for each client as OMS is integrated with SolutionBuilder® which brings you a streamlined experience like never before. Access protection research, obtain accurate quotes, and apply directly to providers—all within a simple, responsive user interface. The power to compare protection options effortlessly is now at your fingertips, enabling you to make informed decisions that best meet your clients’ needs.
Effortless Access to Product Sourcing
Gain a competitive edge by tapping into SolutionBuilder®’s extensive product sourcing capabilities, seamlessly integrated into OMS. Our integration provides access to a comprehensive range of protection products and providers, offering you a wider selection and increasing the chances of finding the perfect fit for your clients.
Customise the workflows for optimal efficiency
We understand that every business is unique, which is why our integration goes beyond just sourcing capabilities. With OMS and SolutionBuilder®, you have the flexibility to customise your workflows and case journeys to align with your specific business requirements.
Stay Informed with Real-Time updates
Transparency and effective communication are at the heart of our ethos. Full updates will be seamlessly shared with all relevant parties, ensuring that you are always informed throughout the mortgage and protection process.
SolutionBuilder® License
To take advantage of this exceptional functionality, a SolutionBuilder® license is required. If you don’t have a license, we’ve got you covered. You can conveniently purchase a SolutionBuilder® license through OMS, ensuring you have everything you need to leverage the full potential of the integration.
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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