What is Echo CRM?

Echo CRM has been developed by the team at Echo Finance. Echo Finance are mortgage and protection advisors and have been trading since 2012.

In 2017, after using various CRM systems available on the market, Echo Finance decided to invest and develop a bespoke mortgage CRM system.

In total it took over 3 years to develop and test rigorously and in March 2020 Echo CRM was launched for other mortgage brokers to use.

Who is behind Echo CRM?

The company behind Echo CRM are Echo Finance. Echo Finance are mortgage & protection brokers. The directors of Echo Finance are Lee Trett & John Tarazi, you can find their LinkedIn profiles by clicking on their names.

Why is it free for the first month?

It's free for the first month of use so you can trial it. Far to many Mortgage CRM systems have set up fees and costs starting from day 1. That seemed very unfair to us, especially if you don't end up using the system.

If after a month you decide Echo CRM is not for you, then you can cancel your subscription at no cost.

What makes Echo CRM different?

It has been built by mortgage brokers for mortgage brokers. We (Echo Finance) know what's needed and we have been using the system daily for the past 3 years.

We listen, once you've started using Echo CRM, if you feel improvements could be made that would be beneficial for all users then submit your idea for feedback.

Further investment in Echo CRM

We continue to invest and further develop Echo CRM. You will see continuous releases throughout the year.