ClientTree CRM+

The ClientTree CRM + client portal system is for brokers operating in the UK mortgage and insurance market. The system is client-centric to enable users to see what each client has and add a new transaction as applicable. Yet, there are various tools available to track each transaction and see the individual users' pipeline.
Via 3rd party integrations, mortgage and insurance sourcing is also available with a few clicks, where information and documents can be pulled back into the CRM and used to generate suitability letters and shared with clients. The interactive system was custom-built for the UK mortgage and insurance broker market, so the system captures the relevant information for each aspect of the client's journey.