Many of the Mortgage Brokers that we speak with tell us that they
would like to have the different mortgage sourcing databases
combined into one shared database. This function is not
readily achievable with the two most widely used mortgage
Mortgage Sourcing software is designed to assist the Adviser
before the choice of Lender is selected by the customer and adviser.
However, the mortgage sales process starts before mortgage sourcing;
and continues long after the KFI is printed and agreed. In order to
capture and record all relevant events from first phone call to case
completed & paid; a holistic approach to case management is required.
MortgageStream™ has been designed specifically to work for mortgage brokers
by integrating with MBL. MortgageStream™ tracks the progress of new enquiries
then exporting to mortgage sourcing across a PC Network.
When a client chooses to proceed with a mortgage application, the Payment Schedule, KFI
and lender data are imported back from Trigold or MBL to MortgageStream™. The
Lender detail pre-populates the corresponding fields in MortgageStream™ and the
documents produced in Trigold or MBL are copied to the client folder.