MortgageStream, the case management provider has today announced the release of Version 7 of its point of sale and back office system. This coincides with, and is compatible with the launch of Windows' new Version 7 operating system.
The new system includes a host of enhanced features and is provided free to all existing users. There are over 100 enhancements including a diary sync to Outlook meaning that appointments and tasks generated in MortgageStream can be exported to Outlook Tasks and then to a users PDA, iphone or other Smart phone.
Also new is the enhanced Point of Sale Fact Find with new & existing Protection sections, IDD generation, plus the ability to send templated Text Messages and E-mails to a single customer or the entire database in just a couple of clicks.
Paul Holden MortgageStream sales director said:
“One of the reasons why MortgageStream has proved to be so popular is that we listen to our customers and keep adding the things that they ask for. Version 7 is no different in that we have added all of the items from the users “wish lists” creating our best ever functionality for the same low recession busting subscription.”
MortgageStream user Lee Martin of the Money Shot said:
“I have been using MortgageStream for 4 years and could not be without it. The new changes will save me time and help me communicate even more easily with my clients. Being able to list and report on my client's policies and spot new sales opportunities is great, as I can make more money using MortgageStream version 7 at no extra cost to myself!”