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MortgageStream launches case management software to PMS members

MortgageStream has launched an exclusive branded version of its case management software to Premier Mortgage Service members on an exclusive basis.

The new version is being offered to PMS members to help them manage business pipelines and sales communications with customers.

The PMS version of the system also includes full integration with brokers chosen sourcing systems. Members can trial the system for free for 14 days and sample features such as the two-way integration to Encore and Mortgage Brain or the link to Trigold.

PMS managing director John Malone says: “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.”

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