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. 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.