News
January 2008 - PDA for Brokers
BrokerCRM have redeveloped the software allowing brokers to download customer
information, policy information, diaries and tasks to PDA devices such as O2 XDA Orbit and other PDA devices.
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January 2008 : EBS have launched Haven Mortgages Limited
EBS have launched their new broker channel for mortgage business, Haven Mortgages Limited. BrokerCRM have completed the software development required to enable brokers submit home loans and residential investment property mortgage applications online to Haven from BrokerCRM and Advisor Link. More >>>
December 2007 : Hibernian Life to work with BrokerCRM
Hibernian Life and Eagle Star Life have announced that they will work with BrokerCRM to facilitate download of policy information and submission of proposals.
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September 2007 – Irish Life and BrokerCRM Complete Project
Irish Life and BrokerCRM have completed a project which allows brokers download all policy information from Irish Life into BrokerCRM.
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Philip O'Reilly addresses 2006 IPAV Conference in Adare - The Irish Professional Auctioneers and Valuers Institute invited Philip O'Reilly, Managing Director of BrokerCRM to address their Annual Conference in Adare.
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BrokerCRM User Group - BrokerCRM propose over the coming months to create a BrokerCRM User Group, a structured forum for our clients to meet with each other & with BrokerCRM personnel on a regular basis.
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New Website - On April 1 st , 2006 BrokerCRM launched it's new website which contains much more comprehensive information regarding their products.
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BrokerCRM launches Trusted AdvisorLink - Trusted AdvisorLink is the latest facility available to BrokerCRM clients and is a very major step in the development of software uses for our customers.
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BrokerCRM Launches Dedicated Broker Training Centre - BrokerCRM has established a state of the art training centre at Ballymaley Business Park , Ennis.
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BrokerCRM Upgrades - All clients of BrokerCRM are currently being upgraded to the latest version of the software.
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New General Manager at BrokerCRM - The Board of BrokerCRM is pleased to announce the appointment of Nuala McMahon as General Manager.
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New Account Executives - We are delighted to welcome Mark Byrne, Helen McCarthy and Ciara Cleary to the team.
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BrokerCRM sponsor Best Mortgage Provider 2006 Awards - In association with Moneymate and Investor Magazine, BrokerCRM joined in sponsoring the "Oscars" of the financial services industry. We were delighted to sponsor the Best Mortgage Provider of the Year award.
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BrokerCRM and Metis Solutions announce integration of products -
BrokerCRM, Ireland 's leading Intermediary CRM software provider in the areas of property, mortgages, life assurance, pensions and investment, and Metis Solutions, who recently launched Tracer TM software for Life & Pensions and Investment professionals, today announced that their products have been integrated.
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