Protection  

OMS upgrade to improve efficiency for brokers

OMS upgrade to improve efficiency for brokers
The upgrade will allow users to generate more accurate pricing suggestions (Photo: Life Of Pix/Pexels)

One Mortgage System has announced the enhancement of its full integration with iPipeline’s SolutionBuilder to provide more efficiency for brokers.

According to OMS, the upgrade will allow users to generate more accurate pricing suggestions while also benefitting from increased flexibility and greater efficiency in terms of quote creation.

Users can also now send clients’ details directly to SolutionBuilder and build custom quotations tailored to their requirements.

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One Mortgage System managing director, Neal Jannels, said the partnership with iPipeline over the past five years has been "transformative".

He said: "This collaboration has unlocked substantial revenue streams and provided a valuable retention tool for mortgage intermediaries across the UK.

“This partnership will continue to evolve, driving greater engagement around the protection conversation at critical points in the mortgage journey through intelligent and intuitive tools, creating a simpler, superior, and more accurate user experience."

He said the latest update was just the beginning of the firm's "improvement journey". 

The update is expected to present client details more effectively, allowing users to select up to two applicants to quote protection benefits.

The way quotes are saved in SolutionBuilder is also supposed to make them more readable when imported back into OMS.

Steve White, iPipeline key account manager, added: “It is a joy to work with forward thinking partners who keep improving their solutions.

“Working together to improve the protection buying process, we are helping more people be protected.”

The companies said the upgrade means brokers can “focus on what they excel at” and spend less time on administrative tasks, boosting overall efficiency.

tom.dunstan@ft.com

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