7.04: INTEGRATIONS
Most of the CRM systems have integrations with sourcing platforms, covering mortgages, protection, general instance and equity release.
In 2021, 360 Lifecycle is integrating with Paymentshield, ULS, an EIDV tool and Mortgage Apply. eKeeper is poised to announce an equity release sourcing partner soon.
Trackerhub is the only CRM system which does not currently integrate with sourcing systems.
Figure 7.05: Integrations with sourcing systems
[wpdatatable id=114]
This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
© 2021 Trek Publishing Limited. All rights reserved.
No part of this report may be reproduced in any form without written permission of the publisher.