MortgageStream - The Dedicated Mortgage Case Management
- MortgageStream™ is a case management software dedicated to Mortgage,
Life & General Insurance Brokers. Traditionally software packages have
been designed for IFAs to track Investment and Pensions and then some programs
had a mortgage module “bolted on” as an afterthought. This makes
the software, awkward to use, and Mortgage Brokers ended up paying for functionality
that they simply cant use.
- MortgageStream™ was designed from the outset to be dedicated to
Mortgage Brokers and therefore is not an IFA software.
- MortgageStream™ is an offline windows based software, this means
that it is installed on your own PC, Laptop or Server, the data remains
under your control at all times, web access is NOT required to use the system.
MortgageStream™ is designed to be networked so that one or more staff
can have access to the data logging in from different networked PCs or remotely
- MortgageStream™ interfaces with all four main sourcing software
products with a 2 WAY link with Trigold, Mortgage Brain, Mortgage 2000 and
Homebuyer sourcing software. MortgageStream™ also links with Word®,
Excel® and Outlook®/Outlook Express®. MortgageStream™
is designed to run a Mortgage Brokerage’s back office processing,
marketing, and management information and FSA RMAR requirements. Every part
of the mortgage advice and application process is recorded and tracked by
- This means that users will never have to enter the same data more than
once, this saves huge amounts of time, and improves data accuracy. For Example:
A new mortgage enquiry can be entered into MortgageStream™ and then
details can be exported to Trigold/MBL/M2000/Homebuyer with a single mouse
click. Even more importantly; after sourcing the mortgage and completing
the application, full Mortgage details plus ALL accompanying documents e.g.
IDD, KFIs, AIPs, and applications can be imported back from the chosen sourcing
system or systems to MortgageStream™
- Mortgage Brokerages may have several different sourcing software databases
on different PCs, all with unique data, sometimes they even have a combination
of different sourcing systems. MortgageStream™ allows the user to
link to any and all sourcing software databases to import data. This allows
Managers or Directors to see all relevant IDDs, KFIs, AIPs and Applications
in one place.
- MortgageStream™ has a shared diary allowing all users to set &
view tasks for themselves and for other users of the system. Tasks can be
configured to “pop up” on the PC of the intended user. In this
way managers can monitor staff workload, book appointments for the Advisers,
and set recontact dates, chase up calls and a host of other tasks.
- The software has progress buttons for every stage of the application
process e.g. Application Written, Case Send to Lender, Acknowledged, Val
instructed & Received, Mortgage Offered, Contracts Exchanged (for purchases),
Completed, Fees Received, Fully Paid up. The user clicks the relevant button,
confirms the date and the system updates the case status.
- Authorised users can view the status of any or all cases using the various
summary screens and by using various filters can create detailed reports
on everything from number of new leads, cases, fees due, received and overdue,
Adviser and Introducer statistics. All this is specifically designed to
be easy to use yet secure, and essential when monitoring business performance
and profitability and of course when completing the RMAR submission.
- MortgageStream™ has several added value options; the PhoneStream™
interface allows users to automatically “pop up” the Clients
details on the PC screen whenever the customer calls into the office, users
can also dial out from MortgageStream™ by clicking on the phone number,
all phone calls are automatically logged and the conversation recorded and
saved to either the lead, client, lender, solicitor or introducer file within
the system. AudioStream™ allows users to digitally record interviews
to the lead or client record in MortgageStream™, users can also send
SMS messages via TextStream™
- MortgageStream™ have always been pleased to offer new customers
a free full feature 14 day trial of the software, with free online demo
and basic training, to help users decide whether they would like to continue
to use the system
- We are delighted to confirm that we are able to offer Mortgage Promotions
members an introductory discount of 15% off the advertised prices in year
one. This offer is open to all Mortgage Promotions members that choose to
purchase an annual software license within the 14 day Free trial period.
- The software is charged by the number of concurrent users required. There
is no restriction on the number of PCs that the software can be loaded onto,
nor is there a limit as to the number of user log ins or advisers entered
into the system. The user simply decides how many of his staff and advisers
require simultaneous access, then purchases the requisite number of licenses.
Additional licenses can be purchased at any time on a pro rata basis, i.e.
you only pay for the additional licenses for the number of months left until
the anniversary date of the original license.
- The Annual License fee is payable up front and includes all of the following:-
12 Months Software License, Basic Software Support, Software Upgrades, Online
|The Annual Software license fees are as follows:-
Promotions discounted Price
Single user £595 + vat per year
£505.75 + vat per year
2 user £770 + vat
£654.50 + vat per year
3 user £945 + vat
£803.25 + vat per year
4 user £1120 + vat
£952.00 + vat per year
5 user £1295 + vat per
£1100.75 + vat per year
10 user £2495 + vat per year
£2120.75 + vat per year
|Please Note: All prices quoted are less 15% discount
where commencement is within 14 days of trial start date. Enhanced Silver
and Gold software support is available for Networked user where required
|This software comes supplied with some sample data
that can be experimented with. At any time the trialer can choose to delete
the sample data and begin entering real data from past or current cases,
this data can continue in the system up to the end of the 14 day trial
period. If the Member chooses to purchase software licenses, the data
can remain, avoiding the need to start again from scratch.