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Maximise the relationship with your Intermediary customers

Learn how to efficiently manage and automate the onboarding, verification and even communication with new intermediary firms

Find out how to save time with automated workflows to ensure your key tasks are completed with little effort

Discover how diary management can improve productivity to ensure service propositions are delivered, such as regular BDM visits, monthly newsletters and much more

Learn how to utilise KPI reporting and targeted marketing

Find out how your business can harness in-built business intelligence on mortgage activity at multiple levels of the hierarchy from RIs to firms, and on collective network performance

Multiple communication channels (letters, email, SMS

May 10, 2022 10:00 AM in London