Tech company collective fund fully-integrated CRM system

Originally published on Mortgage Introducer on 27th March 2020 Members of the Financial Services Tech Task Force initiative have come together in order to fund a free CRM system for brokers to use during the COVID-19 outbreak. The system is available to all UK mortgage advisers at no cost. The offering comprises of eKeeper Lite [...]

March 27th, 2020|Uncategorized|

Covid-19 response

We want to reassure all existing and new customers that we are continuing to operate as a business. Having enacted our Business Continuity Plan on Tuesday the 16th of March, all our staff are now working from home. During this challenging period for everyone is the industry, we will continue to provide a full service [...]

March 19th, 2020|Uncategorized|

eKeeper launches Experian AML and credit reports for brokers

By Joanne Atkin in FINTECH 18th March 2020 Fintech and software firm eKeeper has launched integrated Anti-Money Laundering (AML) and consumer credit reports, both powered by Experian, into its broker customer relationship management (CRM) system. Fintech and software firm eKeeper has launched integrated Anti-Money Laundering (AML) and consumer credit reports, both powered by Experian, into its broker customer relationship [...]

March 18th, 2020|Uncategorized|

EKeeper adds integrated AML powered by Experian

Originally published on Mortgage introducer on 18th March 2020 eKeeper has launched integrated anti-money laundering and consumer credit reports, which are powered by Experian. The reports will go into the firm’s broker customer relationship management system. New and existing users of the eKeeper CRM can obtain an AML check and consumer credit report using existing [...]

March 18th, 2020|Uncategorized|

Brokers should use technology to remove client roadblocks – Bennett

Originally published on Mortgage solutions on 16th March 2020 The distinction between needs and wants has been blurred in a fog of technology hype in the mortgage market. Many providers do not really help themselves when they claim their technology is ‘disruptive’ when it’s simply new. That’s the challenge for brokers. Anything that is cool but [...]

March 16th, 2020|Uncategorized|

Comment: Beating robo-advisers at their own game

Originally published on Mortgage Strategy on 7th February 2020 There is a future where mortgage brokers can generate all the business they can hope for and deal with it in a way that robo-advisers can only dream of. While many businesses worry about where they will get their next customer from, some experience the opposite, [...]

February 7th, 2020|Uncategorized|

Business needs to dictate technology, not the other way around

Originally published on Financial Reporter on the 8th of November 2019. The word ‘technology’ is now all pervasive but can mean so many different things, all promising to be the solution that brokers – and the general public - need to magically transform their lives. But, where the mortgage industry is concerned, how many of [...]

November 8th, 2019|Uncategorized|

eKeeper integrates CRM solution with Zapier

Originally published on Mortgage Introducer on 24th September 2019 The eKeeper Group has successfully integrated its CRM solution with Zapier. The automation tool provides two-way access in and out of the CRM into 1,500 different online applications which include SalesForce, Gmail, Twitter, Facebook and MailChimp. David Bennett (pictured), commercial director of eKeeper, said: “Technology continues to [...]

September 24th, 2019|Uncategorized|