The Whitechurch Network is allowing Mortgage Stream to approach its members so it can promote their case management software.
The special promotion will allow Whitechurch members to utilise the case management system and to opt for a choice of added value benefits.
The firm revealed advisers choose for e-mail leads to be imported directly from Outlook or can opt to send text messages from the database to their clients for the purposes of real time updates, fulfilling an important aspect of treating their customers fairly.
John Downs compliance manager for mortgages & GI at Whitechurch, said the MortgageStream software had the flexibility to be used as a point of sale and a case management system.
He explained: “This flexibility fits in perfectly with our philosophy of allowing users to make their own choices. The additional features included for Whitechurch members can help with lead management and client contact, essential in today’s competitive and compliant market place.”
Paul Holden, sales director at MortgageStream, commented: “Whitechurch is one of the longest established networks and have built an enviable reputation for the service that they offer to their members. We are delighted to be working with Whitechurch and look forward to offering our software and services to the members to help with their point of sale and case management needs.”