Mortgage Introducer readers can take advantage of a 14 day free trial to compliantly log all Mortgage & GI transactions in line with MCOB and new ICOB rules. MortgageStream(tm) now enables Advisers who subscribe to Trigold to work out of the office using AAA as their point of sale sourcing software, and when they return to the office then upload all client data, DDIs, KFIs and lender details into MortgageStream with one mouse click.
MortgageStream(tm) users can also record voice conversations,
automatically track mortgage, life & GI commissions, number of leads, cases and completions and then produce Management Information in Word & Excel. RMAR data can be sent to the FSA electronically 6 or 12 monthly.
MortgageStream(tm) Sales Director - Paul Holden comments:
"Mortgage Advisers can now achieve genuine end to end single data entry, and by using a scanner to copy document to the client record; brokers can achieve a truly paperless office, safe in the knowledge that every step of the mortgage process has been logged in a compliant audit trail and backed up automatically."
Mortgage Introducer readers can try the MortgageStream(tm) case management software free for 14 days by loading the CD on the front cover of the 29th Jan 2005 issue of Mortgage Introducer or visit HYPERLINK "http://www.mortgagestream.co.uk/"www.mortgagestream.co.uk to download or call 08707-117-117
