Welcome to eKeeper

Market leading Mortgage, Lending and Banking CRM Systems

eKeeper’s principle product is the Mortgage Keeper CRM system, a sales, compliance and mortgage processing system used by over 2,000 professional mortgage intermediaries.

In recent years a growing development team have helped to created a full suite of flexible, adaptable and easy to use CRM systems for a diverse range of financial focused companies.

Bespoke Mortgage, Lending and Banking CRM Systems

A configurable set of easy to use CRM systems

Mortgage Keeper

Mortgage Keeper

Looking for a package to help run your mortgage broking business? Your search ends here with MortgageKeeper!
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Mortgage Keeper NE

Mortgage Keeper NE

Until now, network IT systems tended to be inflexible, complicated and require lots of development, time and money.
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eBanking Solutions

eBanking Solutions

The eKeeper Group also provides mortgage processing systems for lenders including a number of corporate clients.
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Commercial Keeper

Commercial Keeper

Flexible and easy to use, CommercialKeeper can help any broker manage their business more effectively.
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The eKeeper Group also provides mortgage processing systems for corporate clients.
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Making life easier…

Text Messaging

Set up your own templates for Text Messaging and automatically pre-populate each of your messages with specific details from the recipient client’s case.
Market to your client base and to your business partners with Bulk Text Messaging.
Keep your client’s up-to-date on the progress of their cases as it happens with our Stage Texts feature .
No additional hardware or software required and no expensive bundles.

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.

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.

Integrated tools…

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.

Life Quotation Tool

Easily obtain highly competitive life, life with CIC and PHI quotes for you 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.

Trigold Integration

Send your MortgageKeeper case to TriGold, source your client’s mortgage.
All KFI and Sourcing Results are saved back into MortgageKeeper.
Plus, two-way synchronising of Fact Finds between the systems.

Other features…

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.

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 Internet no need for additional hardware or in-house IT expertise.
Faster and more frequent updates, quicker resolution of support queries.

Full commission system

Full commission system to handle the Companies, Advisers, Networks, Claw-back Funds
Individual Introducer commission profiles, linking to each product and fees.
Fixed rate or percentage payments, plus tiered payment rules.
Indemnity and reoccurring commissions, with outgoing payments runs.
Detailed commission reporting tools filtered by payment writer or provider.

Networks can set up different structures for different AR firms…

MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files.

Employing eKeeper Group has been profoundly one of our best decisions as a company…

The package is easy to use has shaved hours off the normal time it took to package a case and update the client. I am more than happy to recommend the system

Book your demo today!

MortgageKeeper NE