Brokers involved in research and testing
- Matt Oxley
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 | Size | Notes | |
|---|---|---|---|---|
RSC | Alison Winterburn | 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 |
| Matt Darlington client. Need to include in follow up in new year to understand onboarding process. | |
Cox and Co | John Cox |
| Matt Darlington client. | |
Prospect Mortgages | Nick Rodgers |
| Matt Darlington client. | |
XL Financial Services | Mark Davies | 2 | Power user of the CRM. Mark has been heavily involved in the discovery and testing phase of the project. | |
Cornerstone | Chris Caulfield‑Jones | large | Involved in the initial discovery but since have served notice to leave CRM | |
Furnley House | Kevin Dunn |
|
| |
Active Mortgages | Gary Das | Large | Presented FF and New ui. | |
313 Financials | Paul Gray | Large | Presented FF and New ui. | |
Charleston Financials | James Hardwick |
|
| |
One Mortgages & Protection | Daniel Condren |
| John Merle client | |
Ashbridge Partners | Mark Plummer Tom Windett (TBC) | 15 licences | Matt Darlington client. | |
The Mortgage Genie Ltd | Daniel Fullen |
| Matt Darlington client. Expressed interest to be involved in process | |
RSC new homes | Farrah Dunston |
| MattH client |