The Prestbury Network has appointed the MortgageStream case management system to support its business.
Prestbury members will be able to utilize MortgageStream to facilitate case processing, manage their new business pipeline, client relationships and management information.
A spokesman for Prestbury says: “We extensively researched the market for a comprehensive, easy to use, intuitive system, and at the same time is able to support our members with increased processing efficiency and productivity.
“MortgageStream client management and workflow system is exactly what we’ve been searching and it offers Prestbury members flexibility and all the tools to streamline their business processes.”
Tony Frost, of Choices Your Mortgage Solutions, a Prestbury member, adds: “I’ve been a supporter of MortgageStream for a couple of years now and I’m delighted that Prestbury has chosen it.
“The team at MortgageStream is very helpful and flexible in its approach to us, it has listened to our feedback and we have seen some ideas incorporated in the free upgrades.
“I required a system that my advisers and administrators could use from different locations, whilst maintaining management information and tools that enable our team to operate a quick and simple process and that’s exactly what I get with MortgageStream.
“This is yet another example of Prestbury listening to its members.”
A spokesman for MortgageStream says: “We are delighted that Prestbury Network has chosen MortgageStream.
“Our aim has always been to offer a system that is easy to use and integrates with all of the leading sourcing systems.
“Advisers and administrators using MortgageStream will find that it will take the hassle out of tracking the application process and enables increased productivity allowing them to get on with the job of advising clients.
“We’re very much looking forward to working with Prestbury and its members."