OMS and Knowledge Bank integrate to combine CRM, criteria search and product sourcing
Oct 15, 2019 ~3 minute read

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One Mortgage System (OMS), the seamless single-input enquiry to completion processing platform for mortgage intermediaries, has integrated with Knowledge Bank to become the first system to combine CRM, criteria search and product sourcing in one login and licence.

This integration between two of the leading tech-based firms in the intermediary space offers mortgage intermediaries access to the most comprehensive system on the market.

Knowledge Banks is a multi-award-winning mortgage criteria search system. It has been designed and built by brokers for brokers to simplify and speed up the placing cases. It has almost 100,000 individual criteria being kept up to date by all leading lenders across residential, buy-to-let, equity release, self-build, second charges and overseas mortgages.

The full standalone version of Knowledge Bank can also be purchased via OMS, allowing users to benefit from the full search capabilities, evidence of research and a variety of additional functionality.

OMS was the first system to develop a full two-way DIP integration with a number of specialist lenders (currently seven). It offers AVMs, customisable workflows, drag and drop document facility, and gives its users access to documentation and application forms for over 28 different lenders without the need to rekey any additional data

Neal Jannels, Managing Director of One Mortgage System (OMS), commented:

“Choosing the right partnerships and integrations are vital when looking to expand tech offerings and provide additional value to new and existing users. There are many parallels between these systems and the teams which built them. Both are designed and built by brokers for brokers, meaning the expertise and market knowledge behind them really makes them stand out from the crowd. A shared philosophy is often the basis of a great relationship and this integration was one which made perfect sense for both parties and our user base.

“The complexity of the specialist mortgage market has been viewed as a major tech barrier for far too long and we are always looking for ways to better support the intermediary market in this area. This integration will help elevate our system to the next level and we will be working closely with the Knowledge Bank team to continue innovating and expanding the reach of our respective solutions.”

Nicola Firth, pictured, CEO and Founder of Knowledge Bank also commented:

“We are really impressed with what OMS has achieved already and so are excited about integrating Knowledge Bank to further enhance the functionality for their users. OMS really stands out in the specialist sector and the fact that it has been designed by brokers with years and years of experience in this area of the market is clear right from the moment you log in.

This ethos was very familiar to us along with the passion to build something to improve the lives of brokers enabling them to provide their clients with the best possible service and experience. Like Knowledge Bank, OMS is incredibly simple and intuitive to use and saves hours of time for brokers both placing cases and submitting DIPs ad applications. We are looking forward to continuing to work with the team at OMS as they continue to lead the revolution in end-to-end technology in the specialist mortgage market.”

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