PMS Mortgage Club has announced three new partnerships with Customer Relationship Management (CRM) system providers Acre Software, Smartr365 and Mortgage Brain.
The move will give the mortgage club’s 6,000 directly authorised (DA) members access to the exclusive panel of CRM providers on enhanced commercial terms.
From today, Acre’s end-to-end platform for mortgage intermediaries will be available to PMS members for free until 30 June 2024. Smartr365’s CRM will be available on enhanced terms to PMS members from March 2022 while CRM Brain, the new system from Mortgage Brain, is currently in development and set to join the panel in the second half of 2022.
PMS’s new CRM panel is the first in a series of proposition enhancements set to be announced in 2022 for DA members of PMS and its sister-company Bankhall, alongside separate announcements for appointed representatives of Sesame Network.
Acre CEO and founder, Justus Brown, revealed that the firm was “thrilled” to have the recognition of PMS as it looks to improve its current broker processes and boost their deal conversion rates, while Smartr365 chief commercial officer, Billy Grimley, said that consumer expectations of the mortgage industry are “rapidly changing”.
Mortgage Brain sales and marketing director, Neil Wyatt, added that its collaboration with PMS will help “drive deeper and more personal customer relationships” for a better mortgage experience.
Sesame Bankhall Group chief operating officer, Richard Howells, also commented: “Technology is core to any advice firm, as advisers look to meet the evolving and increasingly diverse needs of their clients. As part of our promise to PMS members, we have assembled an exclusive panel of the leading technology providers.
“These are the mortgage CRM solutions that we believe are best placed to meet our members’ business needs, not only today but in the future. Furthermore, we have used our scale to do what PMS has always done and negotiate enhanced commercial terms to make these solutions even more compelling and add further value to PMS members’ businesses.”
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