MortgageStream Frequently Asked Questions

Q10: Adding a new user login onto MortgageStream

Q1: Sourcing Systems
Is it possible to get data from my sourcing system?

A: Yes it is. MortgageStream includes a full 2-way Import/Export feature built in for ALL major sourcing systems. This transfers all relevant data and documents between the systems.

To see how it works, watch the training videos, or contact the Training Department for more details.

Q2: Policy Cases
Is it possible to record cases in MortgageStream where I have sold, say, a Life Insurance policy, but it is not related to a mortgage or remortgage? If so, how?

A: It is possible. Within the Case Details, you will see under the 'Loan Details' Section the first drop down says, 'Loan Type'. If you click the drop down, you can select 'Policy Only'. The case's lifecycle will change intelligently to reflect the underwriting process for a policy. You can also record all the policy details in the 'Policies Sold' section, by ticking the releavnt tickbox(es), then clicking 'Policy Details...' and recording the information.

Q3: New Products
How do you create a new product?

A: Click the "Products" button on the left hand side of the main summary screen, then click "New" along the top. You will be able to add your new product there.

Alternatively, if you are in the middle of editing a specific case, click the 'New Entry' button (the white file) to the left of the 'Product' box in the 'Loan Details' section of the case.

NB: If you are using the Import/Export feature to bring in details from your sourcing system, it will automatically bring through the product that you have selected for that client.

Q4: Lead Sources
How do I add a new Lead Source?

A: If you are on the Home Screen of MortgageStream, you can click "Introducers". This will take you to the Lead Source summary screen. If you click the "New" button along the top, you will be able to add your new Lead Source.

Q5: Lead sources and groups
Is it possible to put lead sources into groups?

A: Yes. It is possible. When you add a new lead source, you will see under the Lead Source name there is an 'Introducer Group' tick box. If you tick this box it will make that Lead Source an Introducer Group (to which other Lead Sources can belong).

To later add a Lead Source to this Introducer Group, you select this Introducer Group from the 'Group Reference/Head Office' list.

When you have added the various groups, you can filter by them to compare performance of each lead sourcewithin the group.

Q6: Passed to wrong adviser
I have just passed a lead/case to adviser but passed it to the wrong one by mistake. Is there anything I can do to cure this?

A: Yes, all you need to do is click “De-assign from Adviser” and then you just need to click “Assign to Adviser” again, and continue as normal.

Q7: New user on MortgageStream - name spelt wrong
I’ve put a new user on MortgageStream and spelt their name wrong. How do I correct it?

A: You cannot change a name once added to the users. You must create a new user. To prevent cluttering, you can archive the original user by double-clicking on their entry and clicking the archive user button in the bottom right of the page

Q8: Adding a new Adviser onto MortgageStream
How do I add a new Adviser onto MortgageStream?

A: To Add an new Adviser:

1) Log in to MortgageStream as a fully privileged user (i.e superuser).

2) Click the “Advisers” button to enter the main summary screen. (This will give a list of all the current Advisers on the system).

3) Click the "New" button along the top left.

4) Type in relevant details.

5) Click "OK.

Q9: How do I delete a user from the system?
How do I delete a user from the system?

A: You cannot delete a user from MortgageStream, the reason being that MortgageStream leaves an audit trail. If you delete a user, it can have implications on the audit trail, thus rendering parts of the data irrelevant. You can however archive a user. To do this, log in to MortgageStream as a fully privileged user (e.g. superuser). Click the “View Cases” button to enter the main summary screen. Now click the “Users” button in the bottom left hand corner. This will give a list of all the current users on the system. Double-click the user you want to archive. This will bring up the “User Details” screen. Click the “Archive User” button in the bottom right of this screen. Click 'Yes' when prompted if you also want to remove all trace of the user from filter selections and the administrator list within leads and cases.

Q10: Adding a new user login onto MortgageStream
How do I add a new user login onto MortgageStream?

A: To Add an new user:

1) Log in to MortgageStream as a fully privileged user (i.e. superuser).

2) Click the “View Cases” button to enter the main summary screen.

3) Click the “Users” button in the bottom left hand corner. (This will give a list of all the current users on the system).

4) Click the "New" button along the top left.

5) Type in relevant details and give relevant privileges.

6) Click "OK.