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26 Nov 2008: MortgageStream unveils latest software
TCF Case management provider MortgageStream has brought out version 6 of its offline case management and TCF software. |
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12 November 2008: MortgageStream wins Best Practice Award
MortgageStream has been awarded a Best Practice award at the 2008 Mortgage Strategy Technology Awards which have been compile by Frank Eve Consulting. |
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23 October 2008: TCF Deadline only 10 weeks away
MortgageStream is warning mortgage firms that ‘judgement day’ for implementing Treating Customers Fairly is now less than ten weeks away and the consequences for failure to comply are devastating. |
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09 October 2008: Trigold and MortgageStream
are to join forces and offer brokers a free TCF clinic at the Mortgage Business Expo on the 12th and 13th November. |
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09 October 2008: Trigold and MortgageStream to host TCF clinic
Trigold and MortgageStream are to join forces and offer brokers a free TCF clinic at the Mortgage Business Expo on the 12th and 13th November.
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29 September 2008: Lime adds software provider to panel
Trigold and MortgageStream are to join forces and offer brokers a free TCF clinic at the Mortgage Business Expo on the 12th and 13th November.
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15 Sep 2008: Ingard chooses MortgageStream
The Ingard Network has chosen MortgageStream Case Management & TCF software to provide, point of sale, compliance and business processing systems to its directly authorised and appointed representative brokers. |
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08 Sep 2008: EQI opts for MortgageStream
Compliance firm EQI Consultancy has selected MortgageStream case management software for its new ‘All in 1’ compliance service. |
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03 Sep 2008: Financial Network adopts MortgageStream
Financial Network has added MortgageStream Case Management & TCF software to its panel of product providers. |
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22 July 2008: Trigold Updates Case Manager
Trigold has unveiled its new Case Manager software. It provides tools such as fee reconciliation and a commission summary. The software also provides brokers with the tools they need to satisfy TCF rules, says Trigold. |
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10 June 2008: Mortgage Next to offer Mortgage Stream
Mortgage Next has become the latest mortgage organisation to offer its appointed representatives and directly authorised members the Mortgage Stream case processing system.
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10 June 2008: Mortgage Next offers MortgageStream
Mortgage Next is offering its appointed representatives and directly authorised members access to the MortgageStream case processing system. |
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10 June 2008: Mortgage Next brokers get MortgageStream option
Mortgage Next is now offering its Appointed Representatives and Directly Authorised members the MortgageStream Case Processing System. |
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21 May 2008: Credit Crunch has turned brokers from hunters to farmers
Mortgagestream has said that it has seen a massive increase in brokers using technological tools to 'farm' their databases in the search fro new business. |
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07 May 2008: Use case management systems for new business
Mortgagestream has called on all brokers to "ruthlessly cross-examine" their database of customers to help them generate new business opportunities. |
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28 Apr 2008: Mortgagestream tops broker poll
Mortgagestream has revealed it was voted the number one mortgage case management software in a recent poll. |
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28 Apr 2008: MortgageStream voted brokers' favourite
A brokers’ forum has voted MortgageStream as the number one mortgage case management software. |
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13 Mar 2008: TCF confidence 'sharply rising'
Brokers are growing increasingly confident about 'Treating Customers Fairly' (TCF) management information practices, according to TCF Info research. |
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13 Mar 2008: Free TCF demo a hit with brokers
MortgageStream's free treating customers fairly (TCF) module has had 500 brokers viewing the demo and registering for the free trial in the first two days of the launch. |
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10 Mar 2008: MortgageStream offers free TCF module
MortgageStream has added a module to its system aimed at aiding mortgage intermediaries comply with TCF |
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28 Jan 2008: Curriculum Vitae
Paul Holden's MortgageStrategy Curriculum Vitae |
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12 Dec 2007: MortgageStream launches tool to find insurance gaps
MortgageStream has launched a range of analysis tools to enable brokers to easily identify additional business opportunities. |
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12 Dec 2007: Analysis tool to spot GI opportunities
An analysis tool from MortgageStream is to identify sales opportunities by telling brokerswhen clients have not been sold supporting insurance products. |
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23 Oct 2007: MortgageStream to launch Expo exclusive
MortgageStream will unveil the latest version of its system at the Mortgage Business Expo London (MBE). |
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22 Oct 2007: MortgageStream to unveil software upgrade at Mortgage Expo
MortgageStream is to launch the latest version of its system at the Mortgage Business Expo in London on November 15. |
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10 Sep 2007: New software goes down a storm
More than one hundred new Appointed Representative firms within the Home of
Choice network have now signed up for the Ignition Pro system. |
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10 Sep 2007: Mortgagestream A Success For Home Of Choice Brokers
Finance & Mortgage Solutions
Leading national mortgage network Home of Choice is delighted with the
successful integration of MortgageStream with its own point-of-sale system,
Ignition. More than one hundred new Appointed Representative firms within Home
of Choice have signed up for the branded MortgageStream™ software known as
Ignition Pro. |
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05 Sep 2007: FMS chooses PackageStream
Finance & Mortgage Solutions
(FMS) has become the latest packager to sign up for the PackageStream Case
Processing System from MortgageStream.
PackageStream is now being used
by FMS’ new business, underwriting and accounts teams and managers, for case
processing, workflow progression, broker communications and management info
reporting. |
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05 Sep 2007: FMS using PackageStream
Finance & Mortgage Solutions has become the latest packager to sign up for
the PackageStream Case Processing System from MortgageStream. |
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30 Aug 2007: MortgageStream launches new packager software
MortgageStream has announced the release of a new packager processing Software.
The system is called "PackageStream" and is based upon the popular MortgageStream Case Management Software although it has a number of unique features designed specifically with mortgage packagers in mind. |
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01 Aug 2007: M2000 launches Encore Plus
Mortgage 2000 has announced the launch of an all new integrated case management and mortgage sourcing system known as Encore Plus.
...The new software has been developed as a joint venture between Mortgage 2000 and MortgageStream, the provider of case management software for mortgage intermediaries. |
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01 Aug 2007: M2000 launches Encore Plus
Mortgage 2000 has launched of an integrated case management and mortgage
sourcing system known as Encore Plus.
The new software has been developed as a joint venture between M2000 and MortgageStream. |
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24 Jul 2007: St James Place Partner is 500th firm to sign to MortgageStream
MortgageStream, the leading case management software provider now has 500
individual mortgage firms relying on its software. The software provider has
more than doubled its client base over the past two years and has introduced a
variety of new products and enhancements to keep ahead of the competition. |
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24 Jul 2007: MortgageStream signs up 500th member
Management software provider MortgageStream now has 500 individual mortgage firms relying on its software, after the addition of International Finance Experts. |
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03 Jul 2007: Mercantile Equity customise MortgageStream for brokers
Mercantile Equity has unveiled a customised version of the MortgageStream client management system which will contain new data pre-population for mortgage appointments. |
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27 Jun 2007: MortgageStream launches online case tracking system
MortgageStream has unveiled an online version of its mortgage and life case management system. |
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27 Jun 2007: MortgageStream enhances proposition
MortgageStream has unveiled a fully online version of the leading mortgage and life case management system. |
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17 May 2007: Prestbury to use new mortgage system
The Prestbury Network has announced it will use the MortgageStream case management system to support its business. |
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17 May 2007: MANC EXPO 2007: Audit trail for equity release and self-cert vital
Brokers have been urged to use technology to help ensure they have an audit trail to protect themselves against future mis-selling scandals.
Paul Holden, sales director of Mortgage Stream, says: "For many years now... |
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16 May 2007: Prestbury adopts MortgageStream
The Prestbury Network has chosen MortgageStream to supply its case management system. |
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16 May 2007: Prestbury Network appoints MortgageStream
The Prestbury Network has appointed the MortgageStream case management system to support its business. |
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12 Mar 2007: PNP chooses MortgageStream
Premier Network Partnership (PNP) has chosen MortgageStream as the case management system for its members. |
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07 Mar 2007: HoC and MortgageStream announce tie-up
Home of Choice (HoC) has chosen MortgageStream as their exclusive case management system. |
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07 Mar 2007: HOC teams up with MortgageStream
Home of Choice has chosen MortgageStream as its case management system. Home of Choice brokers will benefit from MortgageStream as it will now removes the need to have to re-key data into different systems. |
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01 Mar 2007: Home of Choice select MortgageStream
Home of Choice has chosen MortgageStream as their exclusive case management system following a market review. |
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02 Feb 2007: Mortgage advisers could cut FSA jibes with IT
Smaller mortgage intermediary firms are being urged to look to the technology being used by bigger players in the industry to counter criticism of processes by the FSA. |
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04 Sep 2006: Star Letter re MortgageStream
Star Letter: Brokers should not blame the regulator and Government for their problems |
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14 Jun 2006: CNS links with MortgageStream
Classic Network Solutions (CNS) has linked up with MortgageStream |
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02 May 2006: MortgageStream links up with PYV
MortgageStream Mortgage Case Management Software has joined with insurance broker PYV Ltd. |
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05 April 2006: m2i celebrates MortgageStream success
m2i has reported its members have signed up for a variety of the packages on offer following the launch of MortgageStream. |
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05 April 2006: m2i and MortgageStream partnership a hit with members
m2i has reported resounding support from members over its new relationship with MortgageStream with many members signing up with a variety of the packages on offer. |
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30 March 2006: Two-way link between MortgageStream and Mortgage Brain
MortgageStream, the Mortgage Case Management back office system has announced that a new special two-way link has been developed to allow client and lender data to be imported to and from MortgageStream and Mortgage Brain. |
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23 March 2006: Covernet launches customised MortgageStream
A customised version of the MortgageStream case management system has been launched by Covernet UK. |
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22 March 2006: Covernet UK lauches customised version of MortgageStream
Covernet UK, the broker support services provider, has launched a customised version of the MortgageStream case management system. |
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07 March 2006: m2i offers integrated MortgageStream to all members
m2i, part of the Mortgage 2000 Group, has announced it is offering a fully integrated version of Mortgagestream Case Management Software to all its members. |
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07 March 2006: m2i offers integrated MortgageStream to all members
m2i, part of the Mortgage 2000 Group, has announced it is to offer a fully integrated version of the Mortgagestream case management software to all its members. |
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01 March 2006: Mortgage Strategy - MortgageStream to aid MKWM advisers
MortgageStream has been selected by Mortgage Keys Wealth Management (MKWM)... |
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20 February 2006: Lending Strategy - MortgageStream launches version for PMS members
MortgageStream has launched a branded version to Premier Mortgage Service (PMS) members |
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23 January 2006: Mortgage Strategy - MortgageStream taps into Leadbay
MortgageStream and Leadbay have developed a labour saving data integration tool which they claim will save brokers from having to repeatedly re-key data |
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23 January 2006: Mortgage Strategy - 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 |
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30 November 2005: Best Advice - MortgageStream and Invu integrate technologies
MortgageStream and Invu are set to launch a technical integration between the two systems. |
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10 November 2005: Best Advice - Encore links with MortgageStream
Encore, Mortgage 2000's sourcing system has launched a two-way link with MortgageStream |
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8 November 2005: Mortgage Introducer - MortgageStream launches customised software for PMS members
MortgageStream launches customised software for PMS members |
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1 November 2005: Best Advice - MortgageStream to launch Version 3 at Expo
MortgageStream, the Mortgage Brokers Case Management Software will launch Version 3 of its software at this year's Mortgage Business Expo in London on 16 and 17 November. |
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31 October 2005: Mortgage Solutions - Mortgagestream to launch new software
Mortgagestream will launch the third version of its software management program at this year's Mortgage Business Expo in London on 16-17 November |
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12 October 2005: Best Advice - Niche Mortgages
New Homes Mortgage Helpline chooses MortgageStream |
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19 September 2005: Mortgage Strategy Letter
Small brokers should get this system to boost their admin
- Lee Martin, Regency Mortgage Bureau, by e-mail |
