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MortgageStream,
the Mortgage Brokers Case Management Software
will launch Version 3 of its softwareat this
year's Mortgage Business Expo in London on 16
and 17 November.
The current version of
MortgageStream was launched at last years' expo
to widespread acclaim and ensured that mortgage
professionals could manage the new business
pipeline, relationships and sales communications
with customers.
Version 3 has been
developed to deliver new features and benefits
for mortgage brokers including more integrations
from MortgageStream to and from sourcing systems
Trigold, Encore and Mortgage Brain.
In
addition, Version 3 includes a customisable Fact
Find, the ability to process and manage
commercial, secured and unsecured loans,
automated diary reminders for critical dates in
the sales process as well as PhoneStream for
call recording, AudioStream for interview
recording and TextStream for sending and
receiving SMS.
Paul Holden, sales
director at MortgageStream, said: "Version 3
remains true to our core vision of Single Data
Entry. This means that MortgageStream enables
import and export to and from mortgage, life and
GI sourcing, case processing and commission
tracking. All this is achieved without ever
having to re-enter the client, lender or product
details. We constantly develop the software in
response to customer feedback and, version three
includes a fully configurable fact find,
repayment and affordability calculators and
commercial loans processing to support this
growth area."
Bob Singh, Pink Homes
Loans member and director of Chess Financial
Services, said: "As an existing MortgageStream
user, I've been a big fan of the software for
some time as the system perfectly compliments my
sales process. I have reviewed the Version 3
software and everything from the new fact find,
the import and export facility to mortgage
sourcing and the straight forward case
processing with automatic reminder dates makes
my job, and the sales process easier and even
more effective."
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