MortgageStream has launched a new version of its lead management, point of sale and back office software.
The eight version from the back office software provider contains new features, including a customisable fact find and a new IDD wizard that can be used for life and general insurance sales.
There is also an expanded business register and MI reporting. The new version features a revised Windows 7 themed layout and a new instant text message interface for instant communication from the office PC to the client’s mobile phone for updates and for mass text message shots.
The new version also includes full integration with the free Open Office software enabling advisers and administrators to create MS Office compatible letters and mail shots and to produce financial spread sheet reporting from MortgageStream without having to purchase Microsoft Office products. MortgageStream claims this will be “especially useful”” for larger brokerages using a server for remote access as they can now load the royalty free Open Office for their advisers to use with MortgageStream remotely instead of having to purchase expensive multiple MS Office licenses for their server or PCs.
