MortgageStream

MortgageStream™ is a graphical Microsoft® Windows system that enables mortgage and general insurance brokers to manage the day-to-day running of their mortgage and general insurance business as efficiently as possible, whilst also providing a high degree of accountability and compliance.

All aspects of your mortgage and general insurance business are covered including leads, clients, fees & commissions, lead sources, lenders, advisers, packagers, solicitors etc.

The system significantly reduces the broker’s overhead in managing their client applications, whilst assisting with FSA compliance regulations, thereby enabling them to concentrate on their core business activities. MortgageStream™ takes care of the issues, removing the burden and empowering you to spend more time, more efficiently in front of your clients.

Click HERE for more Details.

Compliance Stream

ComplianceStream is a Central Head-Office Mortgage & GI Case Tracking database that automatically receives data and documents from multiple remote MortgageStream systems. It is used by Networks and Compliance Service Companies, providing them with an overall view of all client files from all of their ARs / Business Writers, to help them with:

Compliance Checking

TCF

Management Information Reports

In this way, site visits can be reduced to a minimum, providing real cost savings running your business. If you are a Network or Compliance Company, to see how ComplianceStream could help you, click to download our presentation here (then click 'Run', 'Run' 'Unzip').

To register your interest in ComplianceStream, click here

Click HERE for more Details.

PhoneStream

Under FSA Regulation: If it's not recorded then it didn't happen. You may have all your documents scanned and filed against your client's case, but what about those all-important phone conversations? Have you ever had a client call back complaining about the fees you earlier agreed would be charged by you, for all your hard work dealing with their case?

Or a client who swears you didn't warn them about those redemption penalties?

In today's increasing complaints culture, you can protect your business simply and efficiently with the PhoneStream™ solution.

The unique PhoneStream™ box simply plugs in between your existing phone and your BT socket; then it connects to your PC's COM port and sound card: Providing the powerful link between your PC and phone.

TextStream

Send & Receive SMS Text messages from MortgageStream™ at the click of a button. No hardware purchase needed.
Simply buy text bundles from this page

Simply buy text bundles by calling 0845 220 2202 option 1

and get a FREE starter bundle