MortgageStream, the Mortgage Brokers Case Management Software will launch Version 3 of its softwareat this year's Mortgage Business Expo in London on 16 and 17 November.
The current version of MortgageStream was launched at last years' expo to widespread acclaim and ensured that mortgage professionals could manage the new business pipeline, relationships and sales communications with customers.
Version 3 has been developed to deliver new features and benefits for mortgage brokers including more integrations from MortgageStream to and from sourcing systems Trigold, Encore and Mortgage Brain.
In addition, Version 3 includes a customisable Fact Find, the ability to process and manage commercial, secured and unsecured loans, automated diary reminders for critical dates in the sales process as well as PhoneStream for call recording, AudioStream for interview recording and TextStream for sending and receiving SMS.
Paul Holden, sales director at MortgageStream, said: "Version 3 remains true to our core vision of Single Data Entry. This means that MortgageStream enables import and export to and from mortgage, life and GI sourcing, case processing and commission tracking. All this is achieved without ever having to re-enter the client, lender or product details. We constantly develop the software in response to customer feedback and, version three includes a fully configurable fact find, repayment and affordability calculators and commercial loans processing to support this growth area."
Bob Singh, Pink Homes Loans member and director of Chess Financial Services, said: "As an existing MortgageStream user, I've been a big fan of the software for some time as the system perfectly compliments my sales process. I have reviewed the Version 3 software and everything from the new fact find, the import and export facility to mortgage sourcing and the straight forward case processing with automatic reminder dates makes my job, and the sales process easier and even more effective."