Engaged CRM, which provides CRM solutions to the finance, mortgage, secured loan and bridging intermediary sectors, has finalised the integration of Twenty7Tec’s sourcing systems into its proprietary customer relationship management platform.
Users of the Engaged CRM will now be able to source for mortgages, secured loans and bridging loans from within the platform. Client data keyed into the Engaged CRM will automatically be used in sourcing.
As well as sourcing independently for each product set, users have the ability to produce a detailed comparison of mortgage versus secured lending options.
James Tucker, managing director of Twenty7Tec, said: “The combination of our leading sourcing technology, and the Engaged CRM is a compelling proposition. We already have a number of mutual clients who are using the integrated system and the feedback so far has been very positive.”
Malcolm Hudson, managing director at Engaged CRM, added: “The integrated sourcing options now available through Engaged CRM takes the whole CRM offering in the market place to the next level. The high level of technology and skill of both teams allowed seamless product integration with Twenty7Tec.
“The synergies between the two companies and the shared vision has created a new benchmark in CRM and sourcing integration.”