Home Buyer Systems and MortgageStream have launched an integrated mortgage and general insurance sales and case management solution.
The compliant advice and sales process is provided by Home Buyer Systems and the post application case management system is provided by MortgageStream.
The integrated solution offers comprehensive facilities including a mortgage processing system, single data entry, scanning and filing of documents, letter generation and mailshots, call and interview recording, fee and commission tracking, full audit trail, management information, and RMAR reporting.
Richard Angliss, director of Home Buyer Systems, says: “We are delighted to be teaming up with MortgageStream to offer MGI intermediaries a seamless, end-to-end sales, compliance and back-office solution.
"With the pressures of trading in a fully regulated market combined with constantly evolving products and a highly competitive trading environment, no MGI firm can expect to operate effectively without robust and fully functional software systems.
"The Homebuyer/ MortgageStream integrated facility offers a total solution for the 21st century intermediary firm.”
Paul Holden, sales director of MortgageStream, adds: “Up to now networks have had to heavily compromise on functionality.
"Sales compliance and management information software would provide excellent information to the network, but do little for the broker in terms of functionality to track, process or administer cases.
"Correspondingly, mortgage case management software gave the broker all features to run a busy mortgage brokerage, but gave no centralised data facility for the network. With the fully integrated mortgage software from Home Buyer & MortgageStream, users can genuinely have the best of both worlds.”