Page Comparison

RSC

Alison Winterburn
MD
Farrah Dunston

Alison.Winterburn@rscnewhomes.com

farrah.dunston@rscnewhomes.com

Large

MattH keen to involve RSC in the process. They are a good client and love the CRM. They are a one of the largest firms

Charleston

James Hardwick

james@charleston.co.uk

Matt Darlington client.
Risk of retention. Presented Fact Find on 2nd Nov 22.

Need to include in follow up in new year to understand onboarding process.

Cox and Co

John Cox

j.cox@coxandco.co

Matt Darlington client.
Risk of retention.
New to CRM. Had lots of problems with onboarding and training. Didnt want to speak with us until it was resolved.
IMPORTANT we follow up in new year to understand their onboarding journey.

Prospect Mortgages

Nick Rodgers

nick@prospectmortgage.co.uk

Matt Darlington client.
Risk of retention. Presented Fact Find and new UI 6th Dec.

XL Financial Services

Mark Davies

mark.davis@xlfinancial.co.uk

2

Power user of the CRM. Mark has been heavily involved in the discovery and testing phase of the project.

Cornerstone

Chris Caulfield‑Jones

c.caulfield-jones@cornerstonefinance.co.uk

large

Involved in the initial discovery but since have served notice to leave CRM

Furnley House

Kevin Dunn

kevin.dunn@furnleyhouse.co.uk

Active Mortgages

Gary Das

gary@active-mortgages.co.uk

Large

Presented FF and New ui.
Has lots of ideas to improve the CRM. Has a big influence and a large network of brokers .

313 Financials

Paul Gray

paul@313group.co.uk

Large

Presented FF and New ui.

Charleston Financials

James Hardwick

james@charleston.co.uk

One Mortgages & Protection

Daniel Condren

Daniel@onemp.co.uk

John Merle client