Premier Network Partnership has opted to use MortgageStream’s case management system.
MortgageStream is an offline system and therefore instantly links in both directions with the advisers own choice of offline mortgage sourcing, either Trigold, Mortgage Brian, Mortgage 2000 or Home Buyer Systems.
Steve Moorley, managing director at PNP, says: “In choosing MortgageStream, PNP’s remote working advisers will benefit from having their own individual back office system and being able to transfer sales and compliance data centrally to PNP head office via the automatic compliance briefcase facility.
“This keeps both parties happy; the advisers get access to the leading case management system with the tools to streamline their business processes, and PNP gets all the sales and compliance data essential to run the business in line with the Financial Services Authority’s systems and controls requirements.
“We were intent on finding a system that allowed us to operate best practice, and is easy to use to support every stage of the mortgage application process, so the decision to choose MortgageStream came after an extensive market review.
“We believe we have found a partner in MortgageStream that will provide members with a complete solution to run their back office.”
Paul Holden, sales director at MortgageStream, says: “We are delighted PNP has chosen MortgageStream as its exclusive mortgage case management system.
“Our aim has always been to offer a system that easily integrates with all of the leading sourcing and point-of-sale systems, whilst offering an added level of support for its members.
“Advisers using MortgageStream will find a system that takes the hassle out of tracking the application process and enables them to get on with the job of advising clients. We’re very much looking forward to working with PNP’s members.”