m2i users will be able to import leads from paaleads.com into MortgageStream, export client data to Encore mortgage sourcing and then upload to CaseMaster for online processing.
m2i members can use MortgageStream to manage the new business pipeline, relationships and sales communications with their customers. A number of added value options are available to enhance the available functionality.
MortgageStream users are able to use the software for case processing, management information and RMAR reporting.
Steve Butler, head of m2i, commented: “Whilst it is my belief that m2i already offers a proposition which is unparalleled in the marketplace, we are always looking to improve or bring further choice to our members. We listened carefully to what our members wanted and m2i members now have a choice of which Back Office Client Management software they wish to use.
"We have worked very closely with MortgageStream and been impressed by their enthusiasm and attention to detail in putting this proposal together. This version of MortgageStream will enable m2i members to use two way integration between Encore, Casemaster and paaleads.com, eliminating the need for re-keying client data.”
Paul Holden, sales director at MortgageStream, said: “Over the last year we have worked closely with Mortgage 2000 to bring a range of value added solutions to mortgage and general insurance brokers and we are very pleased that m2i members will now have full access to the leading features of MortgageStream.
"Naturally we are delighted that the comprehensive range of products from Mortgage 2000 are now available as an integrated solution to MortgageStream’s 1000 existing users. From the outset our goal has been to remove the need for re-entering client data over and over again, this latest integration makes “Single Data Entry” a reality for many and is yet another positive endorsement of MortgageStream."
