A client management system gives you the ability to keep track of client data, view and manage your pipeline business, track key stages of the sales of all products, as well as allowing you to treat each sale as a separate revenue stream and helping you keep in touch with your clients and drive sales activity.
TMA Mortgage Club is delighted to have linked up with two market leading partners, Mortgage Brain THE KEY and TrigoldCrystal Momentum, to offer fantastic rates on client management systems to TMA members.
Key Benefits
- Improved sales concept – multiple sales for one client
- Insurance links integrated – increase your revenue stream
- Monitor important FactFind changes – helping you to stay compliant
- Online FactFind for clients to part complete – speeding up the sale
- New prospect functionality – record new prospective client deals
Costs
- Mortgage Brain THE KEY – THE KEY and Mortgage Brain combined offer is £45 per month - if THE KEY is purchased separately it is £35 per month.
- TrigoldCrystal – As a member of TMA Mortgage Club there is a 3 months FREE trial for non-Trigold/Crystal users for both Prospector & CRM.
• For existing users - CRM is £29+VAT per month
• & Prospector Sourcing is £17.50+VAT per month (instead of £29+VAT)
• Or a combined deal of £45+VAT per month
How to registerRegister with Mortgage Brain THE KEYFind out more about TrigoldCrystal 