Home Buyer Systems and MortgageStream launch
case management system
Home Buyer Systems and MortgageStream have launched an integrated
mortgage and general insurance sales and case management solution.
The compliant advice and sales process is provided by Home Buyer
Systems and the post application case management system is provided
by MortgageStream.
The integrated solution offers comprehensive facilities including
a mortgage processing system, single data entry, scanning and filing
of documents, letter generation and mailshots, call and interview
recording, fee and commission tracking, full audit trail, management
information, and RMAR reporting.
Richard Angliss, director of Home Buyer Systems, says: “We are
delighted to be teaming up with MortgageStream to offer MGI
intermediaries a seamless, end-to-end sales, compliance and
back-office solution.
"With the pressures of trading in a fully regulated market
combined with constantly evolving products and a highly competitive
trading environment, no MGI firm can expect to operate effectively
without robust and fully functional software systems.
"The Homebuyer/ MortgageStream integrated facility offers a total
solution for the 21st century intermediary firm.”
Paul Holden, sales director of MortgageStream, adds: “Up to now
networks have had to heavily compromise on functionality.
"Sales compliance and management information software would
provide excellent information to the network, but do little for the
broker in terms of functionality to track, process or administer
cases.
"Correspondingly, mortgage case management software gave the
broker all features to run a busy mortgage brokerage, but gave no
centralised data facility for the network. With the fully integrated
mortgage software from Home Buyer & MortgageStream, users can
genuinely have the best of both worlds.”