OMS secures CRM contract renewals with Promise Money and Leith Mortgage Centre

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One Mortgage System (OMS) has announced CRM contract renewals with Promise Money and Leith Mortgage Centre.

The renewed agreements will see both firms continue using the OMS platform with the aim to improve efficiency levels and enhance their adviser and customer experiences.

OMS’ CRM and originations platform are designed to streamline the mortgage process from initial enquiry through to completion and ongoing client retention.

Features include automated workflows, document management, audit trails, product sourcing, API integrations, compliance support, lender connectivity, client communication tools and reporting functionality aimed at assisting with regulatory reporting, as well as day to day monitoring of their business.

OMS chief executive Dale Jannels says: “These renewals reflect the value of strong technology partnerships and we are delighted to continue supporting Promise Money and Leith Mortgage Centre as their businesses continue to grow and evolve.”

Promise Money managing director Steve Walker comments: “OMS gives us the ability to fully customise workflows and documents for our internal teams and our customers.”

Meanwhile, Leith Mortgage Centre director David Barnes adds: “We chose to stick with OMS after 3 years of usage because they’re the best mortgage-focused CRM we could find on the market. We’ve been happy with their service and support for the last 3 years.”


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