The current version of MortgageStream was launched at last years’ expo and ensured that mortgage professionals could manage the new business pipeline, relationships and sales communications with customers.
Version 3 has been developed to deliver a host of new features for Mortgage Brokers including more developed and sophisticated integrations from MortgageStream to and from sourcing systems, Trigold, Encore and Mortgage Brain.
In Addition, Version 3 brings a host of new features including a customisable Fact Find, the ability to process and manage Commercial, Secured and Unsecured loans, Automated Diary Reminders for critical dates in the sales process as well as PhoneStream™ for call recording, AudioStream™ for interview recording and TextStream™ for sending & receiving SMS.
Paul Holden sales director at MortgageStream™ commented:
“Version 3 remains true to our core vision of Single Data Entry. This means that MortgageStream™ enables, Import & Export to & from Mortgage, Life and GI Sourcing, Case Processing & Commission Tracking. All this is achieved without ever having to re-enter the client, lender or product details. We constantly develop the software in response to customer feedback and, version three includes a fully configurable Fact Find, Repayment and Affordability Calculators and Commercial loans processing to support this growth area.”
Bob Singh, Pink Homes Loans member & director of chess financial services, said: “As an existing MortgageStream™ user, I’ve been a big fan of the software for some time as the system perfectly compliments my sales process. I have reviewed the Version 3 software and everything from the new Fact Find, The Import & Export facility to Mortgage Sourcing; and the straight forward case processing with automatic reminder dates makes my job, and the sales process easier and even more effective."
