One Mortgage System (OMS) has agreed a new CRM partnership with Brilliant Solutions.

As a result, Brilliant Solutions will move its core client and case management onto the CRM and loan origination platform for intermediaries and lenders, following a review of its existing systems.

The change is set to centralist client data, strengthen case tracking and support more consistent processes for advisers and lender partners, while also providing a platform to support future growth.

OMS will support Brilliant Solutions across its work as a direct-to-lender mortgage club, specialist mortgage packager, secured loan packager and provider of bridging, development and commercial finance.

The platform said that using a single CRM across these areas will improve information sharing and oversight across different case types for the business and support growth plans.

OMS covers residential, buy-to-let, second charge, equity release, bridging, and commercial mortgages - plus general insurance, and protection - providing users with best in class for product sourcing, protection sourcing and criteria searching.

Chief executive officer at OMS, Dale Jannels, said: "Brilliant Solutions is a well-known and highly respected name in the intermediary market. Its model involves managing complex cases across multiple lending areas, so having a single CRM is essential to delivering a wide range of client needs, supported by one platform that brings data, processes and visibility together.

"This partnership also reflects a wider trend we are seeing, where established firms are reviewing their systems and looking for technology that supports how they actually work, rather than forcing them to adapt around it."

Managing director at Brilliant Solutions, Michael Craig, added: "Choosing to adopt OMS is a really important step forward for us at Brilliant. As we continue to grow, it’s vital that we invest in the right infrastructure to support our brokers and deliver a seamless experience for our clients. OMS allows us to simplify the process, improve communication, and stay closer to every case from start to finish.

"It also gives our brokers the freedom to focus on what they do best, building relationships and writing more business, while we ensure the journey is managed efficiently in the background. It’s a forward-thinking move that not only strengthens our proposition today but sets us up for the next phase of growth."

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