LeadPoint and MortgageStream unveil new software


Lead marketplace provider LeadPoint and MortgageStream have teamed up to launch a new lead and case manager software.

The software is designed for mortgage, life and insurance advisers and their staff with the aim to improve the management of new lead enquiries and the processing of the resultant applications.

New leads downloaded from the LeadPoint platform can be saved into the software without the need for typing. If required, a text message can be automatically sent to the client advising them that a broker will be in contact soon.

The imported customer details can populate the built in fact find and produce an IDD & TCF statement if required, and can then be exported to TrigoldCrystal, Mortgage Brain or Home Buyer systems.

KFIs, applications and other documentation subsequently produced by the sourcing software is automatically saved back to the Lead & Case Manager, client data can also be exported from the sourcing systems to quotation systems.

Justin Rees, LeadPoint’s director of marketing and partnerships, said: “In today’s challenging times brokers are keener than ever to get value for money by working as efficiently as possible. Successful firms know that hot new leads require rapid communication and regular follow up to get the best results. By using our new Lead & Case Manager system, Advisers can be sure that they are tracking every single lead, exporting client data to all relevant sourcing engines and providers without ever having to rekey information, and then tracking the progress of every case to completion.”

Paul Holden, sales director at MortgageStream, added: “Many of the UK’s most successful firms purchase new business leads to ensure that they are constantly generating new business, having a dedicated lead & case management software installed on their own PCs entirely under their control is the very best way to ensure that leads are managed efficiently. The new Lead & Case Manager software puts the mortgage broker firmly in control of their new business and so we are delighted to be working with the team at LeadPoint to help the busy broker, do more and get more in return.”


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