MortgageStream has launched a branded version of its case management software for Premier Mortgage Service members.
The branded version is being offered to PMS members to assist them manage the new business pipeline, relationships and sales communications with customers. It includes full integration with brokers chosen sourcing systems.
Paul Holden, sales director at MortgageStream, says: “MortgageStream has been in use by a number of PMS members for some time now and we are delighted to be able to offer a customised version to all PMS members.
“Brokers can visit our website to download the software or come and meet the team on the MortgageStream stand E25 at the Mortgage Business Expo at Earls Court to pick up a special PMS branded CD with Version 3 of the software that is being launched there.”
John Malone, managing director of PMS, says: “Our stance has always been that we are keen to support positive initiatives within the industry as a good case management system operates at the heart of an advisers business.
“We want our members to be free to choose the software system that best supports their business model.
“PMS members can trial MortgageStream free for 14 days and try out some of the features such as the two-way integration to Encore and Mortgage Brain, or the link to Trigold.
“This can help brokers to streamline their business processes and increase efficiency by removing the need to re-key data into different systems.”