You are here: Forum > ADVISER FORUM > PROVIDER FORUM > ClientTree > Did you know...? > Report topic or post

Report topic or post

If you feel like the content shown below has broken cherry's rules, please click the "Report to cherry" button at the bottom to let us know why.

Every CRM system is designed to hold your client data – so what’s the difference?

At ClientTree, we have a client-centric system that allows for great flexibility to suit even non-vanilla cases.

Did you know that ClientTree can handle these and more?

Multiple applicants on a mortgage – add as many as you need!

Multiple properties on a mortgage / bridging loan – even a whole portfolio!

Multiple mortgages on a property - initial first charge, further advances, 2nd charge and its further advances…

Multiple mortgages being consolidated into 1 new mortgage - either on 1 property or multiple properties

Multiple income sources with appropriate income fields - you can add as many as you like

Multiple associations - when someone owns properties with various other people, such as one with their spouse, one with a sibling, one with a business partner and so on

Multiple mailshot templates – you can set up as many as you can think of!

There's so much more to discover, so let's start with a demo and then a free trial – we’re here: https://www.clienttree.net

Please correct the following errors

Please verify you are not a robot

Can you briefly tell us why you’re reporting this post?