Mortgage Finance Brokers selects OMS as CRM partner

One Mortgage System (OMS) has been chosen by MFB (Mortgage Finance Brokers) as its preferred customer relationship management (CRM) provider.

The partnership follows a successful trial period and marks a step forward in MFB’s digital strategy.

By integrating OMS into its operations, MFB aims to drive new levels of business efficiency, significantly reducing the need for manual data re-entry and streamlining internal workflows.

This transition supports the brokerages’ commitment to delivering a more tailored experience for its clients.

The OMS platform empowers users with tools that personalise the customer journey, enabling them to manage and track enquiries in real time, automate tasks, and provide after-sales support.

Neal Jannels (pictured), managing director of One Mortgage System, said: “MFB is well respected in the industry and has a strong track record of delivering high-quality advice and putting clients first.

“That ethos aligns perfectly with our technology, which is designed to reduce admin burdens, improve accuracy and offer users the freedom to focus on what matters most – providing expert advice.

“OMS helps remove duplication, enhance operational efficiency, and ultimately supports firms in delivering best-in-class service. We look forward to working with Gavin and his team.”

Gavin Richardson, managing director at Mortgage Finance Brokers, added: “Choosing OMS as our CRM partner is a strategic move that reflects our commitment to innovation and client service.

“The platform’s capabilities will allow us to work smarter, respond faster, and deliver an even more personalised experience to our clients.

“OMS impressed us during the trial with its flexibility, intuitive design, and the potential it brings to expand our digital infrastructure with new, powerful systems.

“We’re excited about the efficiencies it will bring and the opportunities it opens up for our team and our clients alike.”

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