KLC Mortgages Ltd

KLC Mortgages is a mortgage advisor which is a regulated activity under the financial conduct authority (FCA) in the UK. As such, they are required to have their operations supervised and many smaller businesses utilise an umbrella company to provide supervision, advice and systems. However, whilst the umbrella company provides customise systems, thay may be insufficient for the firms needs. KLC utilise Odoo to maintain customer details and orchestrate workflows on renewals or mortgages and upsell of complimentary products such as life insurance and house insurance. Managing customised workflows improves customer service and increases customer retention by pro-actively managing the clients relationship and financial products according to their specific needs. These workflows increase the productivity and effectiveness of new brokers and provides oversight and control for the owner of the business.