MortgageStream™ Briefcase
Use the MortgageStream™ Briefcase to transfer clients automatically between MortgageStream™ databases. All client data* , including contact information, financial information, notes and even documents (such as KFIs, letters and reports) are automatically transferred at the touch of a button.
Whether you are running separate MortgageStream™databases in remote offices, or want to send your client data to a packager using MortgageStream™, you can save yourself unnecessary re-keying of information, using this powerful automated tool.
* Apart from diary entries and fees
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Briefcase Licence (Annual) |
Annual Licence per MortgageStream Site |
220.00 |
All prices are shown exclusive of VAT which must be added at the prevailing rate.
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