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F4B Network integrates OMS

One Mortgage System (OMS), the enquiry to completion processing platform for brokers, has been integrated across its proposition by the F4B Network.

 

The F4B network opted for OMS after an extensive review period. This integration will allow appointed representative (AR) firms access to OMS’ customer relationship management (CRM) system and full workflow solution.

The F4B Network aims to assemble a wide-ranging lending panel consisting of mainstream, buy-to-let (BTL), specialist and short-term finance lenders, plus an array of protection and general insurance (GI) providers.

OMS is an end-to-end CRM system which covers product areas such as residential, BTL, second charge, equity release, bridging, and commercial, as well as GI and protection.

It has integrated with four platforms: Iress, Twenty7Tec, iPipeline and Knowledge Bank.

Steve Swyny, commercial director at F4B Network, said: “Technology plays a crucial role in any business and as a new entrant into the network arena it was important that we tested a variety of systems to ensure we are best placed to offer a comprehensive solution to our members.

“We opted for OMS because the platform is highly customisable and has been built with the advice process firmly in mind.

“This is evident not only in the tech journey but also from the experience and market knowledge of the support team which will provide a robust platform for advisers to streamline their front/back-office processes and generate more business.”

Neal Jannels, managing director of OMS, said: “It’s always exciting to be involved in any new launch from an early stage and we have worked closely with the F4B Network team to create a solution which we hope will make a real difference to its members.

“We are entering a period where advisers are facing a number of choices when it comes to the direction of their business and the successful integration of technology will prove more important than ever in ensuring their present and future success.”

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