Client Relationship Management Software Ireland CRM Software financial services software

The design of BrokerCRM commenced in 1998. Philip O'Reilly (Managing Director, BrokerCRM) set about designing a software product to meet an obvious gap in the market which would allow Property, Mortgage and Financial Services Brokers/Agents compliantly manage their business. The key feature of the requirement was to provide the end user with a single view of the customer and their products.

Philip O'Reilly has 40 years experience in Property, Banking, Mortgage and Financial Services.

Philip O'Reilly combined with a group of software engineers (led by Sean O'Sullivan, Technical Director of BrokerCRM) who specialise in client relationship management. The combination of these skills has undoubtedly produced the most innovative software product available to property, mortgage and financial service professionals. Sean O'Sullivan has 15 years software development experience which has been primarily focused on client relationship management areas.

SEE IT

All versions of the BrokerCRM software have the client relationship management module. Within each of the modules the underlying objective is to allow the user view the clients file, products, documents compliance and all workflow activities.

For example in an office which combines estate agency and mortgage brokerage, the end user is able to view properties for sale or purchased, mortgage details, life assurance details and property insurance details thus empowering consultants and administrative staff to manage the transactions smoothly and to identify business opportunities, With other software solutions the relevant data would be held on a number of systems making it extremely cumbersome to efficiently and compliantly manage the clients affairs. Letters, emails, text messages are all readily available for viewing, acting upon and can be saved efficiently.