MortgageSource will be the only sourcing system to be integrated with Toolbox, the Personal Touch bespoke in-house CRM system.
David Carrington, Personal Touch sales and marketing director, said: “Having multiple technology solutions is important to promote choice and allow advisers freedom to select their preferred systems.
“However it can also be frustrating if lack of integration prevents the creation of smooth data trails and causes problems for users having to remember additional passwords and security procedures.
“This decision to integrate MortgageSource with Toolbox, our own CRM system, will be a great step forward for members wanting a straight-through solution which seamlessly transfers and stores data – particularly at no extra cost as an inclusive member benefit.”
James Tucker, managing director of Twenty7Tec Group, added: “After an extensive due diligence process, we are delighted to have been selected by Personal Touch as the firm’s preferred sourcing system.
“This integration will deliver tangible improvements in the way that Personal Touch members are able to select appropriate products for their clients in an efficient and effective manner.”
