The new version is being offered to PMS members to assist them manage the new business pipeline, relationships and sales communications with customers. The PMS version of the system includes full integration with brokers’ chosen sourcing systems.
Paul Holden, sales director at MortgageStream™, said: “MortgageStream has been in use by a number of PMS members for some time now and we are delighted to be able to offer a customised version available to all PMS members. Brokers can visit our website to download the software or come along and meet the team on the MortgageStream™ stand E25 at the forthcoming Mortgage Business Expo at Earls Court to pick up a special PMS branded CD with Version 3 of the software which is being launched there."
John Malone, managing director at Premier Mortgage Services, commented: “Our impartial stance has always been that we are keen to support positive initiatives within the industry, as a good case management system operates at the heart of an advisors business, we want our members to be free to choose the software system that best supports their business model. PMS Members can trial MortgageStream free for 14 days and try out some of the features such as the two-way integration to Encore and Mortgage Brain, or the link to Trigold. This can help Brokers to streamline their business processes and increase efficiency by removing the need to re-key data into different systems.”
