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New Homes Mortgage Helpline chooses MortgageStream software

New Homes Mortgage Helpline, the national new build mortgage specialist, has chosen MortgageStream to manage its new business pipeline, relationships and sales communications with customers.

Paul Arnold, press officer for New Homes Mortgage Helpline, says: “We chose MortgageStream because of its essential integration to Legal & General Launchpad and Trigold.

“This link streamlines our business processes and increases the efficiency of our administration staff, who no longer have to enter data into different systems.

“The facility to attach electronic documents has transformed our head office operation, allowing us to make more efficient use of our time, delivering a more professional service to our customers.

“MortgageStream makes it simple for our remote working sales managers and directors to access management and compliance info on all aspects of the advice and sales process, and produce reports at a touch of a button, whilst the Call and Interview recording facility will protect the business with a cast iron Audit Trail.”

Paul Holden, sales director at MortgageStream, says: “We are delighted to welcome New Homes Mortgage Helpline as another new MortgageStream Corporate Customer.

“The link from L&G Launchpad software via Trigold to MortgageStream means that L&G users can input cases to Launchpad and then progress the cases through to MortgageStream in one seamless process.

“For the first time genuine single data entry is possible from first enquiry in to mortgage sourcing, life & GI quoting. The data link to MortgageStream allows continuation of the case processing and commission tracking without ever having to re-enter the client, lender or product details.”


BM Solutions in mainstream push

BM Solutions has today launched a series of mainstream and self-cert products to its current ranges. The new products provide brokers with more options for their clients.Products available from BM Solutions mainstream range now include a two-year 3.89% fixed rate and a 3.75% two-year tracker, both available at 90% LTV. Additions to the self-certification range […]

Coventry appoints head of communications

Coventry has announced the appointment of Richard Field as head of communications. Field previously worked at Barclays for 10 years in a number of senior internal communications positions within its retail, small business and premier businesses. Prior to that Field worked for GEC Plessey Telecoms (now Marconi). He is a graduate of the Institute of […]

Pru accused of non-compliance

Prudential has been accused of bypassing IFAs and ignoring compliance procedures in a recent mailout. Dave King, director of ASK Financial Management, contacted Mortgage Strategy after a colleague received an endowment warning letter from The Pru inviting him to remortgage with Halifax. A leaflet accompanying the letter outlines a remortgaging arrangement between The Pru and […]

TMBC to do commercial packaging for Sesame

The Business Mortgage Company has signed an exclusive commercial mortgage packaging agreement with Sesame. The deal means the network’s appointed representatives can package commercial mortgages and still use their Initial Disclosure Documents and the Sesame letterhead when dealing with the applications. While ARs will be able to go off-panel and use other packagers for commercial […]


Pension over-taxing

800,000 people are at risk of being over-taxed on their pensions, writes Steve Webb, director of policy at Royal London Hundreds of thousands of people receiving company and personal pensions should check their tax code to make sure that they are not being over-taxed, according to a leading pensions firm. Mutual insurer Royal London has […]


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