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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.”
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