Broker platform One Mortgage System (OMS) and mortgage advisory firm UK Moneyman have announced a new partnership.

UK Moneyman has opted for OMS after a short trial of the system and the integration will offer its advisers access to OMS’ CRM system and full workflow solution.

The mortgage advisory firm utilises technology throughout ifs advice process and provides a free “Mortgage Monitoring” service that checks client’s mortgages everyday a year to provide the peace of mind that they are not missing out on better offers.

OMS’s end-to-end CRM system covers product areas including residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance and protection.

“As a firm who prides itself on creating long-standing relationships with clients and being highly responsive to their ever-evolving needs, there is a great sense of satisfaction that UK Moneyman recognises the value OMS can add to their proposition and how we can support them in their ambitious future plans,” said OMS managing director, Neal Jannels.

UK Moneyman managing director, Malcolm Davidson, added: “We spent a long time looking for the right CRM partner and we are delighted to be partnering with OMS as we look to complete the final pieces in the ‘jigsaw’ that is the end-to-end client journey.

“OMS allows us to plug-in all the ‘best in class’ mortgage software via their API, but more than that, for me, business is all about relationships and I have to say Neal has been so patient and understanding with us during the trial and transition period.”

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