MortgageStream has launched a fully online version of its mortgage and life case management system.
The new version, MortgageStream Online, has been designed specifically to allow the businesses that introduce mortgage customers to mortgage brokers to access key data relating to the progress of any and all enquiries and the resultant cases.
MortgageStream Online’s web based interface features log in and password for each different introducer firm allowing access to its own cases. Introducers can view the status of ongoing cases, read file notes, check commission amounts due and paid on a per case or grand total basis. Firms can also correspond directly from the website with the brokerage staff member dealing with each case.
Paul Holden, sales director at MortgageStream, says: “Many of our customers operate very successful introducer relationships and asked us for a way to let their introducers see information from MortgageStream in real time. As a system specifically devoted to mortgage, life and general insurance brokers, we pride ourselves on listening to our customers and acting swiftly to accommodate their needs.
“MortgageStream Online reduces an adviser’s workload yet further by enabling introducers to log in securely and help themselves to key data relating to their referrals.”