Legal & General : integrates One Mortgage System with its SmartrFit platform

Legal & General Mortgage Services has today announced the full integration of its mortgage research and sourcing platform, SmartrFit, with customer relationship management (CRM) provider, One Mortgage System (OMS).

Through the integration, OMS broker users will now have free access to the tool and are not subject to any licence fees or contracts. When OMS brokers select SmartrFit as their sourcing provider they can access SmartrFit's forms, which are pre-populated with existing data from within OMS customer records, saving them time that they previously would have spent re-keying data.

The SmartrFit platform provides OMS users with a complete sourcing solution, free of charge, giving them access to criteria, affordability, property check and product sourcing tools. Brokers can easily filter and tailor their search results through the integration and use one or more of the tools in combination when needed.

Search results, and any documents generated from within SmartrFit (for both products and affordability), are also available to view within the OMS system, giving brokers access to full case histories and a single source of truth in one place when advising their clients.

SmartrFit displays results from over 130 lenders, both on and off the high street, along with real-time updates to criteria, pricing and products, which OMS brokers will now benefit from. Brokers can also access regulatory support through the platform, as it gives users the ability to produce and save compliance documents, including the European Standardised Information Sheet (ESIS) and Evidence of Research, to ensure they are meeting industry standards.

Advisers can also join Neal Jannels (Managing Director, OMS) and Joe Wilson (Key Relationship Manager, Mortgage Technology - Legal & General Mortgage Services) on 8^th June at 10am to find out more about the integration and the SmartrFit journey. Sign up for the webinar, here.