This will enable their users to import and export client and lender data plus all relevant documents including KFIs and Fact Finds to and from MortgageStream.
MortgageStream is the first of a number of Back Office systems to be integrated with Encore over the coming months as a result of requests from subscribers to the system.
MortgageStream has developed a branded version of its software customised for Encore users and offers a range of time saving features to help assist the busy mortgage broker.
Sean Hornsby, managing director at Mortgage 2000 commented: “Choosing the right case management system is fundamental to an advisers’ business, and we were happy to integrate with MortgageStream because of its leading features and the ease of use for the two-way integration to Encore. This two- way link considerably simplifies the business processes and increases efficiency by removing the need to re-key data into different systems. Existing Encore users can use MortgageStream to deliver a seamlessly integrated solution to their customers, with a choice to employ the call recording, SMS text and e-mail update facilities to improve efficiency and clarity of the new business audit trail.”
Paul Holden, sales director at MortgageStream, said: “We are delighted that Mortgage 2000 has chosen to implement a two-way link to MortgageStream. The Encore integration is another positive endorsement of the system and intermediaries will be able to install the new Encore customised software which will be distributed at the Mortgage Business Expo next week.”
