We are proud to announce eKeeper Lite, a lightweight version of the full eKeeper CRM suite, free for all UK mortgage intermediaries and financial services companies. 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
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. In addition, there are other exciting integrations that will be forthcoming. 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.