CRM SYSTEMS: eKeeper

eKeeper’s MortgageKeeper back office administration system provides an information management drive CRM platform for mortgage brokers.

In 2021, it says it will deliver a new Burrow portal with eIDv, Open Banking, digital signatures and client engagement features to maintain a digital relationship with each client.

In addition, there will be a new CRM fact find supporting the sourcing of “hard facts” from verifiable sources. Air Sourcing integration will take place, as will new mortgage, protection and conveyancing integrations.

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