The new version of MortgageStream has been offered to Nm2 users to help them manage new business, client relationships and sales communications with their customers.
The special Nm2 version of the system includes full two-way integration with brokers’ chosen sourcing system, HomeBuyer Systems, Trigold, Mortgage Brain or Mortgage 2000 Encore, plus options to record their telephone calls and advice interviews onto the system.
Nm2 users automatically qualify for an introductory discount off the usual software license fees.
Mike While, managing director of Nm2, said: “At Nm2 our roll is to work with our customers to provide the compliant framework for them to run their mortgage life and GI practices.
Choosing the correct case management software is fundamental and MortgageStream gives the intermediary all of the key tools they need to operate efficiently and compliantly.
We quickly found that intermediaries who use MortgageStream can demonstrate a clear audit trail throughout the sales and mortgage process, a crucial requirement when reporting each year to the Financial Services Authority (FSA).
MortgageStream makes the task of my compliance officers considerably simpler, this results in lower compliance costs, a direct saving that is passed on to the intermediaries.”
Paul Holden, sales director at MortgageStream, said: “MortgageStream was designed at the outset to make life simpler and more compliant for the busy mortgage, life and GI broker – this has been borne out by countless successful Retail Mediation Activities Return (RMAR) reports and FSA visits.
We are really pleased to be working with the team at Nm2 to offer even greater levels of clarity and certainty to its customers.”
