MCI Club releases free CRM system early

The MCI mortgage club has announced the early release of its free Customer Relationship Management (CRM) system, eKeeper Lite.

The club said the tool is aimed at helping advisers to work effectively during the coronavirus outbreak.

The CRM system will be free to all UK mortgage brokers and the MCI Club revealed that it features core functionality such as client and case management, case notes, address book and full document storage, all at no cost. 
The MCI Club is hoping that the early release can quickly support brokers who need a CRM solution while working remotely, and who are legitimately concerned about how to effectively service their clients during the coronavirus crisis. 
The club revealed it is also making eKeeper Lite available to non-MCI club members, having received feedback from brokers who suggested that accelerating plans to release the CRM could ensure the stability of the intermediary market.

eKeeper commercial director, David Bennett, commented: “The club is looking to provide the reassurance and the tooling to help mortgage brokers during this challenging time. Now, more than ever, is the time for brokers to understand their client bank and structure their approach going forwards.
“It has been a challenge for the team to accelerate the launch of eKeeper Lite but we feel that the intermediary market will find significant value in it, especially at this crucial time when most mortgage brokers need to work remotely from both their colleagues and their clients.

“We will also be announcing further functionality into eKeeper Lite that will provide comprehensive product coverage to allow brokers to service their clients even more easily.”

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