Welcome to the eKeeper Group

Market leading Mortgage, Lending and Banking CRM Systems

Mortgage CRM system

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

Financial CRM Development

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

MortgageKeeper is the UK’s most flexible Mortgage Broker CRM system ensuring it mirrors your own business mortgage practice rather than you changing your practice to meet the limitations of the system.

Mortgage CRM System

A configurable set of easy to use Mortgage, Lending & Banking CRM systems

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

MortgageKeeper NE

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

eBanking Solutions

The eKeeper Group provides mortgage processing systems for lenders including a number of corporates.
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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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Making life easier…

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.

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.

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 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.

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.

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.

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.

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 we have made…

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

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Burrow - Digital Broker
MortgageKeeper NE
Intermediary Manager (Lender)
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