We are proud to announce eKeeper Lite, a lightweight version of the full eKeeper ‘MortgageKeeper‘ CRM suite, free for all UK mortgage brokers and financial services intermediaries. Through eKeeper Lite you receive:
- Client and Case management
- Case notes
- Address book
- Full document storage
- Uinsure general insurance integration
- Optimus dynamic conveyancing panel management integration
- Optional (paid) Portal and Retention modules of the Burrow Digital Mortgage Platform
Check out this quick tour to see it in action!
In order to register for eKeeper Lite you must:
- Be registered on the FCA register within the Mortgage, Protection or Wealth sectors
- Be registered on the Data Protection register
Through eKeeper Lite, you will be registered to perform AML checks and Credit Reports. Click here to register for eKeeper Lite. During the Covid-19 situation, we are removing all contractual restrictions to using eKeeper Lite.
Extended functionality including Diary, FactFind, Workflow, Accounts reconciliation, Reporting, and more can be found within our main CRM product, MortgageKeeper.