Compliance firm EQI Consultancy has selected MortgageStream case management software for its new ‘All in 1’ compliance service.
EQI is offering brokers the new service which includes both MortgageStream and Trigold licenses plus onsite visits, which focus on topics such as Treating Customers Fairly (TCF).
Paul Holden, sales director at MortgageStream, said: “Compliance officers are by nature very detail orientated, so we were delighted to be chosen by EQI as their recommended case management and TCF system. EQI’s customers will be able to use the MortgageStream software to run their offices efficiently and compliantly to progress their mortgage, life and protection cases and upload data centrally to EQI’s compliance officers. This upload facility is specifically designed to give EQI remote access to the Brokers’ cases for file checking meaning that site visits can be used to focus on TCF and other strategic compliance topics.”
Andrea Owen, managing director of EQI, said: “The new All in 1 service was launched to give Mortgage Advisers a complete compliance, product sourcing and client management solution for one simple monthly payment. MortgageStream allows us to work with Brokers more efficiently and make the most of the time that we spend with them. The TCF Modules available through MortgageStream offer a platform to run a robust TCF regime without the need to buy additional software.”