Compliance in Brief
- Prompts for actions at every key stage, helping to ensure that you stay compliant
- Gives a complete overview of all current cases for all advisers
- Provides an auditable process from start to finish
- Breakdown of mortgages according to all the categories defined by the FSA
- Generates FSA requested statistics at the click of a button
- Lets you tailor your own fact find using a 100% flexible template
- Merge any Fact Find answers with letter templates for automatically tailored suitability letters
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WHAT PEOPLE ARE SAYING
"MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files."
"We had a recent visit from a highly experienced Director of Compliance who told us that the printed notes generated by MortgageKeeper, particularly in the Fact Find, are among the most comprehensive he's ever come across and it was the best audit trail he'd ever seen"
Effective Business Administration Software for Commercial Brokers
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