"Having reviewed the market, we decided to write and commission our own new CRM from scratch allowing us to control, change and enhance as needed with immediate implementation."
With AToM Together, brokers need one input to enquire, DIP, source, produce KFIs and download pre-populated lender application forms.
AToM Together also provides audit trails, document uploads, case tracking, and SMS updates.
Dale Jannels, Managing Director at AToM, said: "Having reviewed the market, we decided to write and commission our own new CRM from scratch allowing us to control, change and enhance as needed with immediate implementation. In addition, we have integrated the Twenty7Tec sourcing system in order that our introducing partners only need one input to enquire, DIP, Source, produce KFIs and download pre-populated lender application forms.
"Every lender on the AToM Specialist Panel is available on our new systems, along with their application forms. Although we would love our world to be paperless, a number of lenders still require paper forms and these can be pre populated from our system. All documents can be uploaded and cases fully tracked. Having our own system allows us to move quickly and create new updates when required. I've already seen what's going to be launched in phase two and this is an exciting next step in the AToM story!"
James Tucker, Managing Director of Twenty7Tec, added: “We are delighted to have been selected by AToM to work with them to provide sophisticated and accurate mortgage sourcing to all of their stakeholders. We have been hugely impressed with the new point of sale system that AToM have developed internally, and having our sourcing seamlessly integrated into that will offer numerous benefits and efficiencies, for both AToM staff, and introducers.”
