Clienttree Group Ltd
ClientTree offers a client-centric view instead of the usual project management style approach. Everything revolves around your clients - their details, properties, mortgages, etc. The cloud-based client portal is secure, intuitive, interactive and enables a two-way communication between the broker and the client with changes easily managed at both ends. Various unique features help researching cases more easily, while generating a suitability letter and an FCA report are a breeze to reduce your admin. Built by brokers for brokers for a truly broker-friendly CRM experience.
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