OMS integrates with iPipeline

SolutionBuilder is a protection research, quote and apply tool that offers product sourcing without the need to rekey any data.

OMS offers AVMs, customisable workflows, full client portal along with real time updates and gives its users access to documentation and application forms for over 28 different lenders.

Neal Jannels, managing director of OMS, commented: “This partnership is a real game changer for OMS and our ever-expanding userbase. It opens the door to a potential huge revenue stream and provides a valuable retention tool for mortgage intermediaries. This integration brings together two innovative systems to enable advisers to input a single set of data to manage, source, place cases with a raft of mortgage lenders and other financial services providers.

“Technology is evolving to help businesses of all shapes and sizes to reap the benefits of streamlined and cost-efficient operations. By partnering with true innovators and disruptors in their fields, we are taking our proposition to the next level. And this partnership with a market-leader such as iPipeline really does demonstrate the current strength of OMS and the potential for future growth.”

Paul Yates, product strategy director at iPipeline, commented: “Mortgage brokers are now more engaged with and able to write protection – sales are up 102% in Q2 2019. Having integrated systems that identify opportunities and efficiently deliver advice on protection business is a key component in this growth. OMS has delivered a great integrated experience which will prove a real benefit to users.”