Brokers involved in research and testing

Below is a list of brokers who are interested in helping with the research and testing phases of the Broker CRM project.

Firm	Contact Name	Email	Size	Notes
RSC	Alison Winterburn MD	Alison.Winterburn@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.