Client Data Systems (CDS) Group has unveiled a Microsoft Outlook-based mortgage CRM system for UK mortgage advisers.
ClientCore offers a back office system built on Microsoft’s Dynamics CRM platform and, CDS says, has been developed to meet the needs of the modern mortgage adviser.
ClientCore sits within Microsoft Outlook and integrates with Microsoft Office. The system offers a range of client management tools that include all of the core elements of the mortgage advice process from initial client contact, CDS said.
“This is a landmark development for technology in the mortgage market,” said Richard Hurst, marketing director at CDS Group.
“Advisers have over the years had to learn and re-learn a variety of client management systems that look, feel and behave differently; but that all changes today. Because ClientCore is embedded within Outlook it doesn’t matter if your firm has one user or a thousand as it is as scalable as using Outlook as your email client.
“The foundation of the ClientCore system is used by over four million people and Microsoft invests over $2 billion dollars in cloud infrastructure every year to support their CRM and Office investments.”
Hurst added: “What’s more, firms can use the system straight from the box as it is fully pre-configured specifically for mortgage advisers. This means that advisers can securely access data online, anytime, anyplace and avoid the need for new hardware, servers or installation. Advisers can also receive opportunity management and lead capture directly from their website.
“The first program I open on my PC when I get into the office is Microsoft Outlook to check my email. Now this convenient single point will also include my Client Relationship Management system.”