The special promotion allows the Whitechurch member to utilise the case management system and to opt for a choice of added value benefits.
Advisers can choose for e-mail leads to be imported directly from Outlook® or can opt to send text messages from the database to their clients for the purposes of real time updates, thus fulfilling an important aspect of treating their customers fairly.
John Downs Compliance Manager for Mortgages & GI at Whitechurch Network commented: “When we were approached by MortgageStream™ I was immediately impressed by the comprehensive features included as standard with their software. Whitechurch Network have a reputation for providing our members with comprehensive facilities whilst retaining the flexibility to use the most appropriate systems and services to suit their individual needs. MortgageStream™ software has the flexibility to be used as a point of sale plus a case management system and for future renewals and repeat business. This flexibility fits in perfectly with our philosophy of allowing the user to make their own choices. The additional features included for Whitechurch members can help with lead management and client contact, essential in today’s competitive and compliant market place”.
Paul Holden, Sales Director at MortgageStream™ commented, “Whitechurch is one of the longest established Networks and have built an enviable reputation for the service that they offer to their members. We’re delighted to be working with Whitechurch and look forward to offering our software and services to the members to help with their point of sale and case management needs.”
