Homeloan Partnership Network has chosen MortgageStream to create an all new bespoke point of sale and case management system which will be rolled out to their membership over the next few months.
The system has been designed around modern mortgage brokers who now derive a significant amount of their income from protection and GI sales.
Homeloan Partnership Network says the new system includes front and back office functionality designed to help adviser firms manage their businesses by tracking their case progress, processing fees and commissions and providing new marketing tools to generate business.
Chris Tanner, managing director at Homeloan Partnership Network, said: “We looked in great detail at the other offerings available in the market and chose MortgageStream because of their flexible approach in developing a bespoke system for us. They’ve done a good job working with our internal IT team to integrate the software into our back-office compliance monitoring and commission systems.
