key benefits
Integration for every step in the customer journey to provide the most seamless mortgage application possible
Using the OMS system can save you around 3-4 hours per case in sourcing, checking and submitting mortgage applications compared to the traditional approach of using multiple systems in re-keying data such as eID, credit bureau searches, valuation portals etc. This allows you more time on developing new relationships and spending more time with your clients.
At OMS, we believe that technology should work for you, not against you. That's why we've created a CRM platform that combines innovation, integration, and efficiency. Join us today and experience the future of mortgage processing. Together, we can simplify the complex and unlock new possibilities for your business.
Are you ready to transform your mortgage journey with OMS? Get in touch with us today and discover how our cloud-based CRM platform can revolutionise the way you work.
Streamlined Application Process
Say goodbye to paperwork and administrative burdens. OMS simplifies the entire mortgage and protection application process, allowing you to focus on what you do best - helping your clients achieve their dreams of homeownership.
Centralised Data Management
OMS acts as a centralised repository for all your client and application data safely in the cloud. With our intuitive interface, you can easily navigate through your records, retrieve information quickly, and make data-driven decisions as well as customise it to suit the way you work.
Powerful Integration
We understand that your workflow relies on various third-party suppliers. OMS integrates seamlessly with an extensive network of providers, ensuring that you have access to all the tools and resources you need at your fingertips.
Automated Workflows
OMS automates repetitive tasks, freeing up your time to focus on building relationships and growing your business. From application submission to document management, our platform handles the heavy lifting, allowing you to work more efficiently.
Comprehensive Reporting
Stay on top of your business with OMS's robust reporting capabilities. Gain valuable insights into your performance, track key metrics, and identify areas for improvement. Our reporting tools empower you to make informed decisions and drive your business forward.
Highly adaptable
OMS is suitable for any business structure, whether you’re a customer-facing intermediary, a master broker, a mortgage network or even a combination of all 3 - OMS can be configured for almost any business structure.
Integrations
The OMS platform seamlessly connects with a wide range of third-party applications and services, allowing you to streamline your workflows, enhance productivity, and unlock new possibilities.
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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