Mortgage CRM

Looking for the perfect Mortgage CRM to help run your mortgage broking business?

A member of the MCI Club?
Then look no further.

The UK’s most flexible mortgage CRM system can be fully configured to mirror your own business rather than you changing your practice to meet the limitations of other systems.

Easy to use features focused on the needs of the mortgage broking sector. The CRM works in synergy with the MCI Club seamlessly allowing our members to rebate their system cost including sourcing systems by placing business through the mortgage club.

All aspects of the MCI offering are fully integrated in to our CRM meaning you the broker can source and import all your documents in once place from Mortgages right through to General Insurance and Protection.

Mortgage Keeper allows you the broker to manage all aspects of your client journey from inception through to full legal completion. it allows you to manage and report on your incoming commissions as well as manage your client journey.

As a member of the MCI Club achieving a rebate on your licenses couldn’t be simpler just email enquiries@mciclub.com.

For more information and to arrange a demo of the Mortgage Keeper CRM please visit www.ekeepergroup.co.uk and one of our Account Managers will be in touch.

Introducer Update Tool

Provide a log-in to your customers so they can see the progress of their own cases. Offering the functionality for them to upload required documents via the portal. Portal can be configured to match your own company style and logos.

Conveyancing Quotation Tool

Source legals by distance, cost or ratings. Instruct your chosen firm with a click of a button. Earn introduction fees for Purchase and/or Sale. Send and store quotations.

Centralised Diary

Diary appointments, Chasers and To-Do system for your office.
System automated prompts for business opportunities such as life reviews, GI renewals, and mortgage product expiry dates. Reoccurring reminders for meetings.

Outgoing emails

Set up your own templates for Emails and automatically pre-populate each of your Emails with specific details from the recipient client’s case.
The system can integrate to your own outgoing email gateway without the need to open any external software.
Previously created letters can be attached. Attached documents can also be sent within your email. All Emails are logged and stored against the customer file. Email Marketing to your client database via the advanced search functions. Set up for individual HTML email signatures

Life Quotation Tool

Easily obtain highly competitive life, life with CIC and PHI quotes for your clients.
View quote details and illustrations easily and quickly from within your MortgageKeeper case.
Receive quotations automatically based on key details on the MortgageKeeper case.
Fine-tune your quotes to exactly match your client’s requirements.
Improve your compliance records by retaining quotations and comparison documents.

Cloud based

If you have access to the Internet, you can use MortgageKeeper – in the office, at home, in your client’s home or abroad.
Businesses with different office locations can easily work in sync with each other.
Backup of your data is performed systematically and securely every day, fulfilling the FCA requirement.
All you need is a computer and the Internet no need for additional hardware or in-house IT expertise.
Faster and more frequent updates, quicker resolution of support queries.