Lesson Category: Core System

OMS

One Mortgage System (OMS) is the Client Relationship Management (CRM) system used by Connect. OMS tracks the relationship with the client from the first enquiry through to completion of the mortgage and also highlights future review dates for that mortgage. It is a complex system that can perform many functions throughout the application. The following …

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BOX

BOX is the company cloud storage system. BOX has a wide range of uses across the company which include document template storage, holiday records, company manuals and meeting records. This lesson will help you understand the basics of using BOX at Connect.  

GMAIL

GMAIL is the email client that is used by Connect for all email communications. It is an online email account, which means the account can be accessed from any computer providing you have the access details. It is also possible to set up a mobile phone with access to your email account. It is important that …

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