By Mortgage Strategy Staff
The Prestbury Network has appointed the MortgageStream case
management system to support its business.
Prestbury members will be able to utilize MortgageStream to
facilitate case processing, manage their new business pipeline,
client relationships and management information.
A spokesman for Prestbury says: “We extensively researched the
market for a comprehensive, easy to use, intuitive system, and at
the same time is able to support our members with increased
processing efficiency and productivity.
“MortgageStream client management and workflow system is exactly
what we’ve been searching and it offers Prestbury members
flexibility and all the tools to streamline their business
processes.”
Tony Frost, of Choices Your Mortgage Solutions, a Prestbury
member, adds: “I’ve been a supporter of MortgageStream for a couple
of years now and I’m delighted that Prestbury has chosen it.
“The team at MortgageStream is very helpful and flexible in its
approach to us, it has listened to our feedback and we have seen
some ideas incorporated in the free upgrades.
“I required a system that my advisers and administrators could
use from different locations, whilst maintaining management
information and tools that enable our team to operate a quick and
simple process and that’s exactly what I get with MortgageStream.
“This is yet another example of Prestbury listening to its
members.”
A spokesman for MortgageStream says: “We are delighted that
Prestbury Network has chosen MortgageStream.
“Our aim has always been to offer a system that is easy to use
and integrates with all of the leading sourcing systems.
“Advisers and administrators using MortgageStream will find that
it will take the hassle out of tracking the application process and
enables increased productivity allowing them to get on with the job
of advising clients.
“We’re very much looking forward to working with Prestbury and
its members."