M2i are pleased to be able to offer a choice of back office systems to its members Mortgage Steam or Advisor Office.
MortgageStream™ - The dedicated Mortgage Case Management System with optional Call Recording, Caller Display & Database Dialling.
Just imagine how much more efficient the application process would be if the need for re-keying was eliminated? Well now it is - with Advisor Office. Integrated with the Encore sourcing system, this client administration software enables you to transfer your client data directly into Encore data files to pre-populate documentation when providing clients with advice. Faster processing will enable you to achieve greater efficiency and tighter case turnaround.
